A financial advisor or tax consultant is a person with advanced training and knowledge of tax law who provides financial services to clients based on their financial situation.The services of a financial advisor or tax consultant are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations.
What Is a financial advisor/ tax consultant?
Financial advisors/ taxconsultantsare those who help their clients save money by making wise financial decisions about tax-related issues. They interview clients to gather information about their financial situations and devise strategies to help them reduce their tax liability by taking advantage of tax credits and deductions. They ensure their clients fulfill their tax obligations and follow the law.
What do a financial advisor/ tax consultant do?
They know all about state and federal regulations that businesses and individuals must abide by when they file their taxes. When you hire a consultant, he or she will give you advice over the phone or in-person about your filing options. Here are some other aspects covered by them:
- Collecting, organizing and preparing tax documents and returns.
- Evaluating a client’s financial and legal circumstances to determine tax liabilities.
- Assisting clients with tax issues during and after a significant life transition, such as a marriage, +++divorce, death of a spouse or birth of a child
- Completing complex tax forms and schedules that most tax preparers are unfamiliar with.
- Representing a client in dealings with tax collection agencies
What skills do need to become a better financial advisor/ tax consultant?
- Expertise and knowledge in accounting and finance.
- Communication and interactive skills that make them understand the clients’ accounting and taxation needs.
- Decision-making and analytical skills that allow them to shape the finances and investments of the clients in such a way that they have to pay the minimum tax.
- Capability to work on professional and ethical grounds so that no false practices are included in their tax advice.
- Last but not the least – experience. Experience in a similar field may surely matter as it will be an additional benefit for the financial advisor/tax consultant.
Here is a list of top 10 best financial advisors/tax consultants in Lucknow:
| Serial No. | Name | Address | Phone No. |
| 1 | Gst Shyam Suvidha Kendra | Shop No-239, SHOPPING SQUARE-2 Ansal Api, Ansal Api, shushant Golf City, Lucknow – 226002, Shushant Golf City | 9554465834 |
| 2 | Jayasha Share Consultants – Financial Advisor Lucknow | B-187,Nirala Nagar,, Lucknow, Uttar Pradesh 206020 | 98392 87455 |
| 3 | FinSavvy – Best GST, Income Tax, Investment, Mutual Funds Advisor and Financial Consultant in Lucknow | 500, 216, Kutubpur, Daliganj, Lucknow, Uttar Pradesh 226020 | 90447 30618 |
| 4 | Rupesh Jain Financial Planner | Pandawada Ground Floor, Jalgaon Road, Bhusawal Kutchery, Bhusawal – 425201, Near Technical High School | 8369526893 |
| 5 | 3EA Ltd | 101A, 1st Floor, Eldeco Corporate Chamber, Gomti Nagar, Lucknow – 226010, Vibhuti Khand | 8303000500 |
| 6 | Capital Tree | Best Financial Advisor In Lucknow, Mutual Fund Advisor In Lucknow | S64, F, 2, Rajajipuram, Lucknow, Uttar Pradesh 226017 | 82993 72505 |
| 7 | Wealth Mantra LTD | 2f, 1st Flr, Pragati Kendra, Kapoorthala, Lucknow – 226024 | +9105224051805 |
| 8 | Citibank N A | 17/1 Ashok Marg, Ashok Marg, Lucknow – 226001 | +91 0522 4012607 |
| 9 | Reliable Finance and Legal Advisory | H 2/60 LDA Colony Sector D, Lda Colony, Lucknow – 226012, Near Tikoniya Park | 9839742173 |
| 10 | Money Maker Research Pvt Ltd | 401, Omega Tower, 4th Floor, Scheme No 54, Vijay Nagar, Indore – 452010, 32 Mechanic Nagar Extension | 7415614233 |
Professnow is a platform, where we have gathered informations on the services you can need every now and then. Here we provide a very brief listing of the experts in your desired service. This start-up of 2021 is all about providing you the best of the bestest at your doorstep.