A financial advisors/ tax consultants is a financial professional who provides advice on strategies to minimize taxes owed while staying within the scope of the law and protocols. They dealings with a company looking to merge with or acquire another company may vary from their professional relationship with an estate executor seeking to minimize taxes.
What is a financial advisor/ tax consultant?
Financial advisors/ tax consultants is an individual who is a financial expert holding specialized tax accounting, tax law knowledge, and know-how. In complicated financial cases, the services of a tax advisor are typically retained to reduce the tax payable while staying compliant with the law. They may include tax attorneys, Certified Public Accounts (CPAs), licensed agents, and some financial consultants. A tax advisor is also called a tax consultant.
What do a financial advisor/ tax consultant do?
A financial advisor/tax consultant can work either for an agency or can be self-employed. In both ways of employment, they are given the task to find out effective ways of legally bringing down the tax liabilities for clients, estimating taxes on different investments, determining the right relevant deductions and credits, etc. Here are some aspects covered by them are:
- Prepare your tax return
- Looking for deductions to lower your tax burden
- Minimize your tax liabilities in retirement
- Deal with taxes on rental property income
- Help to manage your capital gains taxes
- Sorting through the tax implications of life events, like marriages, divorces, deaths and births.
What qualities need to become a better financial advisor/ tax consultant?
- He/she attract clients with their social awareness
- Understanding of customer service, and communication skills.
- He/she use logic to identify solutions to a problem.
- Strong speaking and writing skills help accurately communicate information to clients, coworkers, and others.
- Critical thinking and complex problem-solving skills are also important in the tax-consulting industry.
List of top 10 best financial advisor/tax consultant:
| Serial No. | Name | Address | Phone No. |
| 1 | Parisam Agency | Room No 39 SOMU Complex No 1, Union High School Road, Town Hall, Coimbatore – 641001, Near CSI Boys School | 07947169158 |
| 2 | Masani Business Associates | No 234 F, Saradha Mill Road, Podanur, Coimbatore – 641023, Near Kowsika Hospital | 07947279792 |
| 3 | Mohan Investment Solutions | No 39/24, Ramasamy Street, Ramanathapuram Coimbatore, Coimbatore – 641045 | 07947268931 |
| 4 | P Raghuraman | 18, Water Tank Street, Saravanampatti, Coimbatore – 641035, Near Gandhi Statue | 07947260301 |
| 5 | Pacific Valley Financial Service | Tatabad, Tatabad, Coimbatore – 641012 | +919894670045 |
| 6 | Sethia Pramod & Associates | 41, 80 Feet Road, Rajiv Gandhi Nagar, GV Residency, Ramanathapuram Coimbatore, Coimbatore – 641045, Near Perks, Trichy Road | +917708934666 |
| 7 | Yaley Chit Funds Pvt Ltd | No.223, Mettur Road, Erode Collectorate, Erode – 638011, Opposite VSP Theatre | +919443328007 |
| 8 | Insure Gain Dot Com | No 12/1 New No 42/1, Letangs Road, Vepery, Chennai – 600007, Near Ewarts School | +919840018033 |
| 9 | All Is Well | No 3/139, Sathya Nagar Main Road, Ramapuram, Chennai – 600089, Behind MIOT Hospital | 8000600789 |
| 10 | Lkpsec.com | 1303 & 1304, 13th Floor, Raheja Centre Building, Plot No 214, Free Press Marg, Nariman Point, Mumbai – 400021 | 07947167948 |
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