I've been using M Trivedi and Associates and his team for the past two years for a few different things, including my annual returns, option trading services. They're very responsive and knowledgeable. They're patient with my questions and happy to jump on the phone when needed. Their advice is helpful and meets you where you are in terms of sophistication.
I appreciate his thoughtful and well researched guidance based on my profile.
I recommend M Trivedi and Associates services to anyone who wants to address their taxation, wealth management , option trading and any other financial services needs.
