Best legal & finance professionals

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Anthony Pallarca

Follow Up | 2nd Meeting

Amanda Olson-Eton

20 Minute Discovery Meeting

New Clients Only:Book your FREE 20-Minute Discovery Meeting to talk about YOUR business & it's accounting needs.

Piero Di Bello

Consulenza Personalizzata Silver

Pianifichiamo il tuo futuro insieme!Acquista la consulenza personalizzata e sarò al tuo fianco per:✅ Scegliere la miglior successione per il tuo patrimonio.✅ Proteggere il tuo patrimonio presente e futuro.✅ Ridurre la pressione fiscale in modo legale.✅ Organizzare la transizione generazionale della tua azienda.✅ Analizzare e tutelare il tuo patrimonio attuale.✅ Costruire un futuro sicuro.✅ Ottimizzare la struttura aziendale.✅ Scrivere lo statuto sociale perfetto per la tua società.Per la...

Joe Thomsett

Thomsett Capital Client Intro Call

Fiona Redden

Financial Advising Meeting

Whether you're in Canada (where I’m licensed) or in the U.S. (where I’ll connect you with a trusted partner), this call is about getting a real picture of your goals and helping you build toward the future you want.Here’s what we’ll cover:🔹 20–30 minutes exploring your dreams, goals, lifestyle plans, and current satisfaction with your financial situation 🔹 5-minute walkthrough of how I work and what tools I use to help clients build wealth and protect their legacy 🔹 We’ll gather some basic nu...

Accryptax

Crypto Accounting, Tax & Compliance (for individuals)

Navigating the complexities of crypto accounting, tax and compliance can be overwhelming. This assessment meeting is tailored to help us understand your portfolio, evaluate its unique challenges, identify potential tax implications, and provide expert advice on reconciliation practices and reporting requirements. Book now to gain clarity and ensure your crypto investments are fully compliant with current regulations.Payment Policy1. Full payment (VAT included) is required at booking. All payment...

Flavia Justice

Tax Services

Justice Accounting and Tax offer a wide range of tax services, including:1. Tax Preparation: We provide tax preparation services for individuals, businesses, trusts, and estates. We can help you complete and file your taxes accurately and on time.2. Tax Planning: Our experienced tax professionals can help you plan for the future by providing tax strategies to minimize your tax liabilities.3. Tax Representation: If you are facing an IRS audit or other tax-related issue, we can provide representat...

Jinny Khan | EA

Tax Resolution Consultation

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.

Assistance Tax Relief, Inc.

Free Consultation

My free consultation is the perfect first step toward getting the answers you need. During this no-obligation session, we will:Review Your Tax Situation: We'll go over the details of your tax issues to understand what you're facing.Discuss Basic Financial Information: A brief overview of your income, expenses, and assets to get a clear financial snapshot.Explore Potential Resolution Options: Based on the information you provide, we’ll outline possible solutions that may be available to you — suc...

Ro

Tax Prep Session

This appointment is designed to give you clarity, confidence, and a premium level of support throughout tax season. Together, we'll review your information, and organize your documents, and identify every deduction and credit you're eligible for to help maximize your refund. Expect a smooth, elevated, and results-driven experience and professional guidance with real support from start to finish.

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Heights Accounting

Existing Client ONLY - 2026 Individual Tax Return

Ready to prepare your 2026 Individual Tax Return with us at Heights Accounting’s office?Book a meeting with me today! If you require a different appointment time, please contact the office:Jeff – 0412 841 803Mandy – 0418 348 088Please note:Before your appointment, please prepare and bring all documents required to complete your ITR. Being prepared is the best tax deduction!We recommend allowing sufficient time before booking your appointment so that information from the ATO and interest from you...

Rc Medici®

Call di 30 minuti per apertura piano pensionistico integrativo

Prenota una call di 30 minuti per approfondire i vantaggi di un piano pensionistico integrativo !