Best legal & finance professionals

Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Suzy Mallett

Rendez-vous découverte – Audit

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière pour atteindre tes objectifs.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.⏱ Durée : 30 minutes📍 En visio

Samaniego & Associates

Financial Checkup – Complimentary Consultation

Let's make sure your financial plan is working as hard as you are.This is a one-on-one meeting with Omar Samaniego, Financial Professional with Samaniego & Associates.Take the first step toward a more confident financial future with a complimentary Financial Checkup from Samaniego & Associates.During this one-on-one meeting, we'll review your current financial picture, discuss your goals, and identify opportunities to help better protect your family, grow your retirement savings, and pre...

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) ASESORÍA PARA EMPRENDEDORES

¿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?¿Ya tienes un negocio y lo quieres formalizar?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...

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...

Marian

Tax Relief Strategy Session

Feeling stuck, overwhelmed, or unsure what to do about your IRS situation?This private strategy session is designed to help you understand your options and get a clear plan of action. During our time together, we’ll:✅ Review your current tax situation✅ Identify what notices you've received or actions are pending✅ Determine whether you qualify for relief like audit defense, OIC, penalty abatement, or payment plans✅ Recommend the service best suited to your case✅ Answer your most urgent quest...

Ms. Lionhill

🧮Strategic Tax Consultation (30 Minute)

Maximize your tax game! 📆 Schedule a targeted 30-minute consultation to discuss your tax compliance, review historical filings, and explore custom corporate or individual tax planning solutions. Let’s map out a clear strategy for your upcoming tax season.

Ms. Lionhill

📊 Private Tax Return Post-Review (15 Min)

Let’s make sure you know exactly how to maximize the custom tax insights from your return! 🦁✨Your tax return packet includes strategic tax advice tailored specifically to your business or personal financial footprint. Because I want to ensure you are confident applying these insights moving forward, this complimentary 15-minute session is your private "financial tune-up" to plan your next moves.What we will focus on during our session:Walking through the key highlights of your finalized tax re...

Shelly Clark, EA - Tax & Business Services

Tax Preparation Phone Consultation _ Individuals

This consultation booking link is only for individual tax returns.If you need a lengthier or more in-depth business tax matter or business setup consultation, please use this booking link: https://tidycal.com/shellyclarkea/businessconsultIf you have received an IRS or State notice, please use this link: https://tidycal.com/shellyclarkea/taxhelpconsultI understand that unexpected circumstances can arise and that appointments may occasionally need to be rescheduled. However, repeated changes to sc...

LuxeLogic Tax Suite

Mobile Notary Services in Columbus, Ohio | Loan Signing & Remote Online Notary

Professional mobile notary in Columbus, Ohio. Loan signings, remote online notary, estate planning & more. Reserve with a deposit, balance paid at appointment. Will call to confirm.📋 Mobile Notary (base includes local travel within 10 miles)In-person notarization (first signature + travel): $35Each additional signature/stamp (same appointment): +$10Oaths, affirmations & jurats (per act): $10Remote Online Notarization (RON, per signature, no travel): $25🚗 Travel Zones (added for distanc...