I have been using M Trivedi and Associates firm's services since past few years for individual Tax filing and wealth management. We studied together in same school so there was already a personal connect. However, professionally, he takes this association to a different level altogether.
For Personal IT - He would not simply take the inputs you provide but rather take a consultative approach and guide you to provide and consider details you might have missed inadvertently. This way, I learn in the process and at the same, he ensures that everything that needs to be considered given my profile and transactions (eg: Capital gains), is taken into account.
For Wealth management: Again, I appreciate his thoughtful and well researched guidance based on my profile, risks I want to and/or can take and is willing to take based on my personal goals, limited money:) ) and planning.
I recommend M Trivedi and associates services to anyone who wants to address their taxation, wealth management and any other financial services needs.
