We handle all of your monthly, weekly or daily bookkeeping needs including invoices and statements, cash receipts and disbursements.

Phone consultation to establish relationship and to discuss clients goals, services needed, and future plans.

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.

Expertise offerte :L'expertise de 30 minutes est destiné aux personnes ayant en leur possession: ✤ Moins de 30 bijoux et/ou objets en OR et/ou ARGENT✤ 1 à 2 services en argenterie ✤ Une vingtaine de pièces✤ Moins de 5 lingots / lingotins✤ Lot de pièces composés exclusivement de 50 Francs Hercule, 10 Francs Hercule, 5 Francs Semeuse, 20 Francs Turin et 10 Francs Turin quelque soit la quantitéVous l'aurez compris si vous avez un petit lot d'objets 30 minutes sera parfait.Ne nettoyer pas vos objets, l'argenterie avant de venir.Pensez à vous munir: ☛ 1 pièce d'identité ☛  1 RIB (Relevé d'Identité Bancaire) si vous souhaitez être payer par virement bancaire sinon le règlement sera par chèque bancaire.° Clause « Non-présentation au rendez-vous » En cas d’annulation de rendez-vous, le client s’engage à prévenir DK’OR au minimum 24 heures à l’avance. À défaut, ou en cas de non-présentation sans avertissement préalable, DK’OR se réserve le droit de facturer des frais forfaitaires de dédommagement d’un montant de 50€ (Cinquante Euros), correspondant au temps réservé et au créneau rendu indisponible. Une facture sera envoyée par e-mail et devra être réglée dans un délai de 72 heures suivant sa réception.Le règlement de ces frais est obligatoire avant toute nouvelle prise de rendez-vous. En prenant rendez-vous, le client reconnaît avoir pris connaissance et accepté cette condition.

Meet with a TriStar CPA to discuss your tax filing needs

The professionals at TriStar CPAs provide small business owners an economical way to acquire accounting expertise and a partner in safeguarding company assets. We work with clients to improve business processes and financial reporting so owners have the information they need to make informed business decisions.

Discuss your bookkeeping needs with a TriStar CPA.

Our 1:1 30 minute discovery call gives us an opportunity to learn more about our clients and their business needs. Whether your in the market for consulting, marketing , or finance our team is ready to help address all your concerns.

Atendendo por agendamento: Abertura e Fechamento de Empresas (DBA | Corp | LLC) Contabilidade de Empresas Declaracao de Imposto de Renda de Empresas e Donos Pagamentos de Impostos de Renda [Pessoal | Empresarial | Sales | Meals | IFTA | Excise | Alcohol] Folha de Pagamento de Funcionarios e Donos 1096 | 1099Misc | W3 | W2 | 940 | 941 Contratos Empresariais Proposals | Estimates Notario Publico E pre-approval com bancos para compra de imoveis!

DBA $100| Corp $450 | LLC $600

ITIN Number Application $100 | Renewal $100

Provide financial advice and services for clients.Inclusive of existing policy review and recommendation 90 mins

Book a call with me for consultation services