Best legal & finance professionals

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...

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.

Joseph

Fixed-Income Investment

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

Fanny Snaith

Power Hour

Power Hour: 60 minutes to solve one money problemA confidential 60-minute session with Fanny Snaith to help you make a clear decision and take clean action on a specific financial issue.This is for you if you have been avoiding your finances, feel behind, or simply want an expert set of eyes on one problem so you can move fast.Examples of what we can solve in a Power Hour:Debt vs investing: what to prioritise next, and whyCashflow chaos: organising your money so it actually behavesBudget reset:...

Consumer Interest First

15 Minute Meeting For Free Zoom Consultation

Unlock the path to financial freedom with a complimentary 15-minute Zoom consultation focused on credit restoration. With over 6 years of experience as a credit repair specialist, I provide tailored solutions for:- Restoring credit reports to their rightful status- Negotiating with debt collectors to alleviate financial burdens- Resolving consumer-related disputes and challenges- Navigating complex issues such as medical bills, evictions, and identity theftIdentity theft can be a daunting experi...

Dawn Franklin

Annuity/Retirement Service

Book a 15 minute meeting with me! Discovery call to get information and assistance in setting up an annuity or retirement account.

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Gabriela Díaz

Prestamos Gobierno

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

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!

Immi Response

Employer Sponsorship Planning Consultation

For employers considering sponsorship, we offer a structured Employer Sponsorship Planning Consultation.What this consultation coversWhether sponsorship is realistic for your business and roleSuitable visa pathways and timing considerationsCost considerations over timePR planning where relevantPractical next steps tailored to your situationThis consultation is designed to give you clarity before you proceed.Consultation detailsFixed-fee planning sessionConducted by a registered migration profess...