Unique Financial Advisors & Tax Consultants

contact for price

Select a service

Zip code

Annual revenue

Employee size

Filing status

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: Our founder, Vid Ponnapalli is an Enrolled Agent (EA). He is also a CFP® with an MS in Personal Financial Planning. His background positions him uniquely to help with your tax preparation needs as well as identify future tax saving opportunities in your situation. Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions. Our initial consultation is always FREE. We strive for ethical and trusted long-term relationships.

Overview

License verified

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

4 photos

Reviews

Exceptional 5.0

5 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Seshagirinath C.

Mar 27, 2017

Excellent service. Liked the secure portal for uploading documents,making sure your tax documents are secure.

Ramanna H.

Mar 27, 2017

Vid has been very instrumental and i glad to work with Unique Financial Advs group. I am very impressed with the amount of knowledge , experience and his work ethics. Vid advise has helped me in a great way , i am able to focus on long term planning and how to deal with unexpected Financial situations.

Arjan B.

Mar 27, 2017

Meet with Mr.Ponnapalli about my tax returns on my business,he answered all my questions and took his time to explain to my everything I needed to know.After I supplied all my paperwork he worked hard and got everything ready in a couple of days.I like to recommend him to anyone specially to a business owner that like to get to the next level of having a tax consultant professional. John Middletown NJ

Norm A.

Mar 29, 2017

Went to Unique Financial Advisors & Tax Consultants . I was immensely Impressed with the Financial & Tax code Knowledge. Vid,The owner possesses in prepareing my Tax returns. I was very at ease telling him all my financial doings & needs. Everything was explained in detail. The answers were on point. Needless to say I will be a returning customer.For all my Finance wants,Investing,Tax advice,Trusts,Ect. Bottom line, I saved a bundle. A Happy Customer Norm Alexander

Shilpa B.

Apr 5, 2017

Vid is extremely helpful, knowledgeable and has your best interest at heart. Gives great advice and I have learned a lot from him. I highly recommend him!

Credentials

License

License Type: Enrolled Agent (IRS) (NJ)

License verified on 3/19/2017

FAQs

What is your typical process for working with a new customer?
Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions. Our initial consultation is always FREE.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent (EA). As an EA, I am licensed to prepare your tax returns and to represent you before the Internal Revenue Service. I am also a CERTIFIED FINANCIAL PLANNER™ with an MS in Personal Financial Planning. My Financial Planner background positions me uniquely to not only help you with your tax preparation needs but to identify and recommend future tax saving opportunities in your situation.
What types of customers have you worked with?
I provide services for individuals, families, and small businesses.