Best legal & finance professionals

Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Corey M Stackhouse, CFP®

(45 min ZOOM) 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]

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

MAYDAY GESTION

Paie - Bulletins de salaire & co - RDV par téléphone ou visio

IRS Reply

IRS Reply Follow Up (15 Minutes)

This free 15-minute follow-up call is designed to check on your progress, answer any new questions, and guide you through the next steps in resolving your IRS matter. Whether you’re preparing documents, awaiting a response, or reviewing your options—this session keeps things moving forward.

Hdg Bookkeeping LLC

Diagnostic Review

Let me make sure your books are in order and ready for tax season.

Master Accounting and Tax Service

60 Minute Tax and Business Consultation with Bill

Book a meeting with Bill for 60 minutes! Bill is the owner and primary tax preparer at Master Accounting and Tax Service. Bill has been preparing tax returns for over 21 years. He can assist both individuals and businesses with resolving tax issues, preparing and amending federal and state tax returns as well as addressing business formation issues. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

True Values Global Corporation

Taxes and Book Keeping

Join True Values Global Corporation for a focused 30-minute session on Taxes and Book Keeping. This concise briefing will cover essential tax and accounting practices, highlighting key processes and compliance considerations to keep your records accurate and up-to-date.Attendees can expect a clear overview of core tax and bookkeeping tasks, practical tips for efficient record-keeping, and a formulation of next steps to streamline financial workflows within your organization.

SANDRA SALCIDO

30 Min FirstTaxConsultationBusiness

Thank you for booking your first tax appointment!Make sure you are on time and all of your documents are uploaded to the portal.

Vince A.

Tax Preparation and Filing Appointment

Unifirst Financial & Tax Consultants offers tax preparation services designed to do more than just get your return filed.We help individuals, self-employed professionals, and business owners prepare and file accurately while providing added support beyond tax season. Your booking includes tax return preparation and filing, a mid-year tax review, and 3-year audit protection for added peace of mind.After your booking is reviewed and confirmed, you will receive an email from our office with ins...

Sonya Deal

EXISTING CLIENT Tax Resolution/Penalty Abatatement/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for existing clients for Tax Resolution for returns filed by Tax & Notary Solutions. We can discuss valid penalty abatements, payment plans and tax strategy. In-Person or phone.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12 hours of appointment time will be charged $15.--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.--All "no-show" appointments will be charged 100%...

Karitsa Kerns, CPA, EA

Discovery Call

This is a brief introductory call (15 minutes) designed to assess your needs and determine whether we are a good fit to work together. During this call, we'll identify which of my services - such as tax preparation, tax planning, consultation, or resolution- best align with your situation.Please note: This is not a consultation. No specific tax advice, strategies, or solutions will be provided during this session.If it makes sense to move forward, you'll have the opportunity to book a comprehens...

Sana Hosseini

Sana Hosseini

Home loan appointment.

Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory