Best legal & finance professionals

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is...

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

PhD. Alexandra Cevillano

INTERVENCIÓN ESTRATÉGICA PARA GRANDES PATRIMONIOS.

Ha tomado una decisión que la mayoría posterga:Analizar su estructura patrimonial antes de que el riesgo se materialice.Esta intervención está diseñada para trabajar sobre la protección, organización y continuidad del capital en contextos jurídicos y regulatorios complejos.No es una sesión aislada.Es un proceso estratégico.Cómo se desarrollaAntes de la primera sesión, deberá completar un formulario estratégico.Este paso es obligatorio.La calidad de sus respuestas determina directamente la profun...

Minnelle

Get It Done Working Session

Planning isn’t about doing everything, it’s about doing something. Join me for a monthly working session where we focus, and make progressMost people know they should plan ahead... but actually sitting down to do it is the hardest part.This monthly working session is a calm, supportive space to help you move forward.Each session includes:A simple breakdown of key items to consider when planningPomodoro Method: Two focused 20-minute work sessions with built-in breaksTime to actually work through...

Martine Veltman

IB aangifte meeting 90 min.

Martine Veltman

IB aangifte meeting 120 min.

Assistance Tax Relief, Inc.

Case Investigation & Resolution Strategy Plan

Our comprehensive case investigation is designed to give you a full case review of your current status and resolution options available to you, including direct contact with the taxing authority to receive complete and accurate information. What you’ll receive:One-on-One Consultation: We’ll discuss your current tax issues in detail to fully understand your situation and concerns.Direct Contact with Tax Authorities: With your authorization, we’ll contact the IRS or state taxing agency on your beh...

Martin Management Solutions LLC

Tax | Return Meeting | 30 min

Schedule a tax return appointment.

ISA Consultora Contable y Fiscal

ASESORÍA 1:1 PERSONAS MORALES

¿TIENES DUDAS SOBRE LA SITUACIÓN CONTABLE O FISCAL DE TU NEGOCIO?Estás en el lugar indicado, soy ISA Contadora Fiscalista independiente y consultora certificada. Mi propósito es ayudar a las MiPyMes, emprendedores, profesionistas o freelancer; a ordenar, estructurar y planificar sus finanzas para lograr el éxito en sus negocios!Por medio de esta asesoría podemos tratar temas como:Elegir el régimen fiscal más conveniente para tu negocio.Elegir el régimen jurídico de tu negocio.Constitución de S.A...

Nichole Shelton JD MBA MSCTA

Quest Legal - Comprehensive Tax Planning Session

Now that you have completed your exploratory call with Quest Legal regarding tax advisor services, let's get to work for you! The next step is to schedule your Tax Advisory Consultation call with Nichole.The goal of this session is to uncover any necessary tax, business, asset protection, and wealth-building strategies you and your family can benefit from. In this session, you and Nichole will work together to craft your strategic tax plan and she will identify those resources to help get it don...

Martine Veltman

IB aangifte meeting 45 min.

IRS Reply

IRS Case Status Update Call

Let’s review any updates or correspondence we’ve received from the IRS regarding your case. We’ll explain what it means and discuss what’s next.

ISA Consultora Contable y Fiscal

(1) MI PRIMERA VEZ CON EL SAT

¿ES TU PRIMERA VEZ CON EL SAT?¿Estás a punto de comenzar tu primer trabajo?¿Vas a emprender o a darte de alta por primera vez ante el SAT?Entonces esta cita es para ti. 💡Sabemos que entrar al mundo de los impuestos puede dar miedo o parecer complicado,pero no estás sol@ en esto.En esta asesoría personalizada te explicaré de forma clara, sencilla y sin juicios:✅ Qué trámites debes hacer✅ Qué obligaciones tienes✅ Cómo cumplir sin enredos ni multas✅ Y cómo empezar con el pie derecho tu camino...

Shelly Clark, EA - Tax & Business Services

In-Person Tax Prep – Reserved Appointment

You’re booking an in-person tax preparation session. This appointment is reserved exclusively for you and is designed to complete your tax return in one visit whenever possible. It’s ideal if you prefer face-to-face conversation, want to review documents together, or have questions that are easier to walk through in person.To make the most of our time, please bring all relevant tax documents with you to the appointment. If you’re able, uploading documents to your secure client portal in advance...

Tax Smartermo

TAX EXTENSION FILING

Overview: Secure an IRS extension with a streamlined approach that keeps you compliant and protected from late filing penalties. This 15-minute session covers federal extension filing (Form 4868), a basic income review for estimated tax guidance, and immediate submission to meet the IRS deadline.What to expect: A concise extension filing process, a clear outline of estimated tax considerations, and confirmation that your extension is officially in place. A $50 credit will be applied toward your...

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%...

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...

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...