Best legal & finance professionals

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

The Savvy Accountant®

Catch Up Client Call!

Please schedule this call as soon as possible.Now that I’m returning from sabbatical, I’m opening a limited number of spots to reconnect with my community and support business owners who want clarity before tax season.Whether you’re a past client, someone I’ve spoken to before, or you’ve just been quietly watching from the sidelines — this call is your chance to get personalized guidance on your next steps.I’d love to talk through where you are, what you’re working on, and how I can help you mov...

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!

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.

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...

Antenati - Ciudadanía Italiana

Asesoría Personalizada Sin Cargo

Agenda tu cita y da el primer paso hacia tu ciudadanía italiana. ¡Nos vemos pronto!

Ashley Magee

Veteran Disability Claim help! The rating you deserve

Are you a veteran that’s currently rated but feel that you deserve a higher rating? Book with me to increase not only your rating but your income! I aim for 100% for ALL my clients. Schedule your FREE consultation now! You deserve it !!

Kelli Jones

Consultation for Lawyers - 30 minutes

Schedule your call so we can:discuss how social media can benefit YOUR firm (spoiler: it can help all firms);help identify what platforms to focus on based on your target audience;work on the language your target audience will respond to;talk about types of content that make sense for your firm;do a quick audit of your current social media presence, if applicableOR - you can also schedule to discuss business, building a law firm, or trademarks*This meeting is not refundable as I will be beginnin...