Legal & Finance

Best legal & finance professionals

Browse top-rated legal & finance professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (370) Tax preparation (108) Financial planning (339) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

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Liz Galvan

📜 15-Minute Estate Planning Consultation

15-Minute Trust & Estate Planning Consultation Get clarity before starting your estate plan. We’ll go over whether a Trust or a Will fits your situation, what’s included, what you need to gather, and the exact next steps to get started and complete your documents.Disclaimer: This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice.

Starting at

Free

B

Bakir AlAni

15 Minute Free Consultation "No Obligation"

Schedule a complimentary 15-minute consultation with one of our TaxTechFS professionals. During this call, we’ll review your situation, answer your questions, and outline how our services can best support your personal or business tax goals.Whether you’re looking to file taxes, plan for the upcoming season, or discuss business compliance and bookkeeping, this session is designed to give you clarity and next steps — at no cost or obligation.

Starting at

Free

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Jamie Corby

New Enquiry

Thank you for considering Corby & Associates for your financial strategy needs. We look forward to discussing how we can help optimize your financial performance and growth.To make the most of our consultation, we kindly ask you to consider the following questions related to your finance stack. Your answers will help us tailor the discussion to your specific needs and challenges.

Starting at

Free

E

Enrico Kalinka | Peak Finances

Initial Meeting

Transparent. Independent. Personalized.Invest like top 1% in GermanyWith our expert team specializing in tax-efficient investments, asset management, and protection from existential risks, we help expats reclaim taxes and convert them into personal wealth. We focus on high returns without sacrificing flexibility, low costs, and attractive product design. In the initial consultation, you'll get to know our services, their unique benefits for you and of course, us.www.wirberaten.berlin

Starting at

Free

T

Timettra Wellington

Expert Financial Analysis

In this 30-minute session, you’ll gain clarity on your current financial situation and discover strategies to protect your income, create replacement income, and build a lasting legacy. I’ll guide you through possible options and provide actionable next steps tailored to your goals.Friendly Reminder:I value your time and mine. Please do your best to keep this appointment at the scheduled time. If a true emergency arises, let me know as soon as possible so we can reschedule.

Starting at

Free

Z

Zakir Hussain

Accounting Software Migration

Accounting Software Migration Discovery Call

Starting at

Free

S

sFoundation Inc.

20-min Discovery Call W

Book a 20-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at

Free

S

Sandra Bowman

I'm interested in hearing more about your services

Book a meeting with me for 15 minutes to learn more about the services that Designated Bookkeeper offers.

Starting at

Free

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Lela Randle-Wells, EA

Discovery Call

This call is to discuss your business needs & desires for your company and yourself and how I can help you reach those goals.

Starting at

Free

A

Arturas

GTE EXPERTS Consultation

At GTE Experts, we specialize in helping students and professionals prepare strong, genuine, and compliant applications for Australian visas. Whether you’re applying for your Student Visa, Graduate Visa, or need professional support for an AAT Appeal, our team is here to guide you every step of the way.💼 Our Services Include:🎓 GTE & SOP WritingProfessionally written or reviewed Genuine Temporary Entrant (GTE) and Statement of Purpose (SOP) letters.Customized based on your academic backgrou...

Starting at

Free

M

Michael Glowacki

Tax Review Intake 30-minute Visit

During this call, our goal will be to look at your current tax situation and look at some key indicators of where you may be overpaying. We can collect the information we'll need to provide you with some actionable advice and plans. At the end of this call, I will request documents to share with our tax accounting team, and we will review the information and your most recent three years of tax returns for you. In about three weeks during tax season, we should have results and let you know where...

Starting at

Free

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Wendy González - Comercial Bosstic

Black Sheep - Descubre el Sistema Exclusivo para Modelos Webcam

Descubre el Sistema Exclusivo para Modelos WebcamAyudamos a modelos webcam a que dejen de perder su ganancia pagando impuestos con la estrategia.“BLACK SHEEP TAXES”

Starting at

Free

S

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at

$100.00

D

Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

Starting at

Free

R

Richard S Anderson

Trust Document Notarization

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

5 (1 review)

Starting at

Free

A

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

Starting at

Free

I

Itzel Bennett

Legal Documents

Book a meeting with me for 30 minutes!Trust 4 Change Notary Signing Agent assists clients with the notarization of legal documents that may include: Articles of incorporation Apostille Vendor contractsCommercial leasesEmployment contractsConstruction and loan agreementsWillsTrustsAdvanced directivesExecutorshipsCustody and guardianship agreementsPower of attorney Court documents

Starting at

$20.00

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Piero Di Bello

Consulenza Gratuita Online

Proteggi la tua Famiglia & la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazi...

Starting at

Free

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Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover CallDuring this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt Bookkeeping

Starting at

Free

J

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at

Free

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Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.9 out of 5.

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