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    Trajan Wealth

    1.0 (1 review)
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    Services - Trajan Wealth

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    2 years ago

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    Trajan W.

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    I've been a proud member of UFCU for almost 20 years, and it's the only financial institution I…read moretrust with my banking. Unlike traditional banks, UFCU embodies everything a great credit union should be: reliable, customer-focused, and forward-thinking. Their staff is always extremely friendly and helpful, whether I'm visiting a branch, using their online banking, or calling them. Their app and online banking tools are consistently up-to-date and easy to use, making it effortless to manage my finances no matter where I am. I love that funds deposited are immediately available, which is something I've rarely experienced elsewhere. On the rare occasion when I've had fraudulent charges on my card, UFCU has acted swiftly, restoring the funds to my account in no time--far faster than the weeks it took a big-name bank to do the same. Their loan rates, including auto loans and lines of credit, are very fair, and they always go the extra mile to ensure customer satisfaction. UFCU's extensive network of branches in Austin, along with shared locations across the country, makes it incredibly convenient to bank no matter where life takes me. The free ATMs pretty much nationwide are an added bonus. For anyone in Austin--or anywhere else looking for a dependable, customer-first credit union--UFCU is the clear choice. It's a place I plan to bank for the rest of my life, and I can't recommend them highly enough!

    Although I'd had one bad experience two years ago this branch (maybe the entire credit union) has…read moreturned things around. Based on my last half dozen interactions in the branch and over the phone the level of service has been: outstanding. The staff have all been careful, diligent, professional and very friendly.

    New Wave Resolutions - CEO

    New Wave Resolutions

    (1 review)

    Far West/Northwest Hills

    Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

    From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

    Sumi Elangovan, CPA - Sumi Elangovan

    Sumi Elangovan, CPA

    (18 reviews)

    Simply the best, most prompt, CPA I've dealt with. Great experience with real estate and stock /…read moreoptions.

    We have been using Sumi for several years for non-trivial/non-simple taxes and she's been great…read more Every year she has more information for me about possible deductions that have been added to the tax code or how I can better prepare for the next year, so in addition to doing taxes I'm unable to do on my own, her service improves for me year after year. A brief description of the non-trivial taxes Sumi has handled for us: * My wife works normal w-2 wages, and we have normal easy turbotax tax concerns like property tax and mortgage interest and 1099-INT or 1099-DIV deductions from savings. * I work a 1099 contractor job (software engineering) where I pay estimated taxes throughout the year and have additional self-employed deductions that I'm allowed to take for work-related expenses. * I have a single member LLC for some iPhone apps I've published on the app store. * I'm part of a dual-member LLC for other apps a friend and I published and maintain. For my needs, Sumi does it all: * She does our normal easy turbotax bits. * She handles our dual-member LLC form 1065/K-1 paperwork I have no Idea how to do. * She handles my single member LLC paperwork and advises me on how to better do my 1099-income related deductions year after year. * She reminds me to file state-related franchise tax forms related to the LLCs every year. * She helps me prepare for estimated tax payments by doing the math for me and giving me pre-filled tax payments, and reminding me to talk to her about the Jan 15 one at the tail end of the year to fix any discrepencies in estimated vs actual income come year end. * She always advises me every year on new slightly more complicated tax measures I could take (Such as creating an S-CORP for myself if 1099 becomes a long term employment situation for me), but she is also very understanding of my preference to keep things simple as long as possible (and two LLCs plus 1099 income is already complicated enough as is!). Sumi is very kind and helpful, always. And, she always does her homework for me, as there have been some non-trivial / abnormal tax situations related to the dual-member LLC where she has gone back to tax books and tax peers to double check her advice before giving it. Sumi is one of those rare professionals who makes your life easier rather than more complex and makes you very glad you found her rather than someone less helpful or too over-your-head with tax legalese speak.

    Trajan Wealth - financialadvising - Updated July 2026

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