Best legal & finance professionals

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Dustin Wong

45 Minute Meeting

Book a meeting with me for 45 minutes!Let me know the purpose of the meeting whether it is for tax planning, tax laws, tax credits, deductions, etc.

Fred Lundin CPA

E-Commerce Sales Tax Consultation

A one hour consultation with a Chicago based Certified Public Accountant (CPA) to discuss sales tax issues and questions. 10+ Years of Industry ExperienceExpert Sales Tax ComplianceE-Commerce Compliance & RegistrationExplanation of Applicable Taxes and Required LicensesFocused on ecommerce, get an in-depth consultation and answer questions regarding sales tax compliance, sales tax nexus, sales tax liabilities, and more.

Betsy (Mz. Bee) White

File My taxes

Book a meeting with me for 60 minutes! We will prepare your return and review options for Refund Advance if you desire.Please bring all documents with you to this meeting rather its via Zoom or in person.Please use the below link to to submit all of your documents prior to our meeting if possible:https://prod.d36vzp9vxgj5wy.amplifyapp.com/?settingsId=cd161581-3d6a-4256-97df-a007b183b7d5&store_association_criteria=round-robinThank you and I can't wait to meet you!!!!!

Martine Veltman

IB aangifte meeting 30 min.

Jinny Khan | EA

Tax Resolution Consultation

Thank you for choosing AFSOHA Multiservices for your service needs!Choose a date and time that works best for you.Our professional Tax Resolution Consultation service provides expert assistance and guidance in resolving tax-related issues. We offer specialist advice on tax-related matters.We appreciate your business and look forward to working with you!¡Gracias por elegir AFSOHA Multiservices para tus necesidades de servicio!Elige una fecha y hora que te funcione mejor.Nuestro servicio profesion...

Jesus Villalobos

Financial Needs Assessment Review

The FNA is complimentary, confidential and customized for every family that I serve. During this process we will evaluate your current financial situation, your goals and develop an action plan with a personalized strategy for your financial security. Pick a day and time that best suits you below.

Somchay Nachampassack (Narich conseil)

4/ RDV de suivi : 1h30

C’est le moment de faire le point de votre situation, mettre à jour votre dossier ou d’apporter des réponses à vos questionnements.

Corey M Stackhouse, CFP®

(45 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Patty Concannon

Wealth Assessment

Book a meeting with me for 45 minutes!

Fresh Start Credit Solutions

30 Minute - Monthly Credit Review (For Current Clients Only)

Book a meeting with me for 30 minutes!

Michael Glowacki

Intro to R&D Tax Credits - 10 to 20 minute Call

In this introductory call, I will simplify the Research and Development [R&D] Tax Credit and help you understand how your business may qualify to receive it. My team will do all the hard work of preparing the Research & Development Tax Credit Study on the front end, and we can work together hand in hand with your CPA to amend and file the necessary documents.My responsibility is to make the process straightforward for you to understand so you can focus on doing what you do best – running...

Ranjith Sasi

Let's talk finance !!

"Let's talk" is a quick 10-15 call designed such that we can have a quick chat, get to know each other and quickly touch on the basic foundation of personal finance and how we can help YOU reach your financial goals through financial planning, budgeting and continuous education on building and retaining wealth.

Joseph

Fixed-Income Investment

The purpose of this meeting is to introduce you to our fixed-income investment solutions.

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Philippe Lucas

Free evaluation of your books

Start With a Free Bookkeeping AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Ram Bavanari

Explore Super visa& Visitor insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]