Best legal & finance professionals

Brandon Clarke

Personalized Financial Meeting

Book a personalized financial meeting with me!

My Teleteam

FREE Financial Literacy Webinar

Join our Financial Literacy Webinar Booking Page and gain valuable insights on three crucial topics. Learn effective strategies to safeguard your loved ones' financial well-being and provide them with a safety net during unexpected circumstances. Understand the importance of planning for medical expenses during retirement and explore healthcare options, retirement savings strategies, and long-term care considerations for a worry-free future. Discover the power of generating passive income, explo...

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...

Heights Accounting

New Client - adhoc meeting for outstanding individual tax returns

Ready to prepare your outstanding Individual Tax Return 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!Our tax checklist is available on our webpage and can be used as a reference for what is required for your meeting.You will a...

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

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!

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

Let's Start With a Free 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]

Diana Mays

Medicare - Current Plan Benefits Review

Book a meeting to review the specific benefits in your current Medicare plan.

Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book this Zoom Consultation and we can walk through questions, numbers, or documents together, screen-to-screen, at a time that's convenient for you.This a free 30-minute, no-obligation, consultation. On this Zoom call, we'll discuss your needs, and help you discover the best solution to protect your family and assets.*Please note: Because of the limited two hour Zoom appointment window, I need to manually approve appointments.

Agora Digital Marketing

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.