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 (413) Tax preparation (121) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

L

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at

Free

R

Reed

California Asset Protection Meetings

These appointments are for either initial or follow up meetingswith business owners and professionals who are going through the risk analysis process as discussed in my book or webinars.

Starting at

$1,500.00

A

Abogada Susana Diaz

ASESORIA DE VISA

¡Reserva una asesoría conmigo durante 15 minutos!Mediante una llamada resuelvo tus principales dudas respecto a tu proceso de VISA o migratoriosRecuerda que esta llamada es para personas que NO TIENEN familia directa en Estados Unidos (mama, papa, hermanos, esposo, pareja, novio u hijos) NUNCA has estado en los Estados Unidos regular o irregularmente y si NUNCA te han negado una visa esta es tu asesoría

Starting at

MX$250.00

L

Llévame a Canadá 🇨🇦

Strategy Session - Clients Outside Canada (55 minutes)

EspañolEsta cita es para personas que residen fuera de Canadá y desean conocer su elegibilidad para los diversos programas de residencia temporal o permanente.También puede reservar esta cita si es un Residente Permanente que necesita discutir próximos pasos para aplicar a ciudadanía canadiense ó patrocinio de familia (sponsorship). ¿Qué se incluye en esta cita? 1. Evaluación profunda de tu elegibilidad para programas migratorios vigentes2- Te indicaremos cuáles son las fortalezas y debilidades...

Starting at

CA$165.00

M

Maître Adiki KOKO

Première consultation au cabinet sis 46 Quai Joseph Gillet, 69004 Lyon

RESERVEZ VOTRE RENDEZ-VOUS (Consultation gratuite si dossier confié au Cabinet).

Starting at

Free

A

Anastasia Mironova, Notary Public

30-Minute In-office Notarization Appointment (for Multiple Documents or Multiple Signers)

Please schedule this appointment if you have multiple documents to notarize.Please check in at the front desk after arrival.We accept cash, major credit & debit cards.$15 per signature for Jurat, Acknowledgment, Oath or Certified copy of Power of Attorney.Apostille -$199 per apostille ($100 each additional).US Military Veterans Notarization - FREENotarization of signatures for vote my mail ballot -FREEPlease make sure your documents have NO blank spaces!If you have any questions or the front...

Starting at

Free

F

Flavia Justice

Tax Services

Justice Accounting and Tax offer a wide range of tax services, including:1. Tax Preparation: We provide tax preparation services for individuals, businesses, trusts, and estates. We can help you complete and file your taxes accurately and on time.2. Tax Planning: Our experienced tax professionals can help you plan for the future by providing tax strategies to minimize your tax liabilities.3. Tax Representation: If you are facing an IRS audit or other tax-related issue, we can provide representat...

Starting at

Free

L

Luke Johnson

Coverage Meeting

In this Meeting we will discuss your personal and commercial needs. We will review your current policies and if needed customize your insurance for what you are comfortable with.I will call you within 5 minutes of your scheduled time.

Starting at

Free

T

Tanya Johnson

Commercial Lines Insurance Consultation - 30 Minutes

Please select this option if you have questions about commercial auto, workers compensation, commercial general liability, or businessowners policies.

Starting at

Free

Q

Quinn Fournier

Insurance Intro

Welcome! I’m Quinn Fournier, and I’m here to guide you through the best insurance and investment options for your family. Let’s connect and explore how we can build a solid financial plan that fits your needs. Choose a time for our introductory call, and we’ll begin crafting your path to financial success. A Zoom link will be emailed to you.

Starting at

Free

M

Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book this Zoom Consultation and we can walk through questions, numbers, or documents together, screen-to-screen, at a time that's convenient for you.This a free 30-minute, no-obligation, consultation. On this Zoom call, we'll discuss your needs, and help you discover the best solution to protect your family and assets.*Please note: Because of the limited two hour Zoom appointment window, I need to manually approve appointments.

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Sparen mit physischen Edelmetalle

Transparent. Unabhängig. Individuell. - Investieren wie die oberen 1 % in DeutschlandIn diesem Termin erfährst du, wie du mit Edelmetallen wie Gold, Silber & Technologiemetallen gezielt Vermögen aufbauen und absichern kannst. Wir sprechen über die Vorteile physischer Edelmetalle, sinnvolle Einstiegsstrategien und langfristige Konzepte.Anhand der Lösungen von Golden Gates zeige ich dir, wie du Edelmetalle flexibel kaufen, per Sparplan investieren und sicher lagern kannst. Ziel des Gesprächs i...

Starting at

Free

D

De Reizende Boekhouder B.V.

De boekhoud APK

Voor ondernemers die onzeker zijn over hun boekhouding, het liefst alles zelf blijven doen maar graag samen de puntjes op de i willen zetten.2 uur sparren3 tips voor een betere boekhoudingStappenplan: Om je boekhouding goed te kunnen bijhoudenNa deze meeting weet je waar je nu staat en heb je huiswerk om je administratie op de rit te krijgen. En een goed gevoel dat je alles op orde hebt.Annulering of afspraak vergeten: tot 24 uur van tevoren worden geen kosten berekend, je krijgt in je mail een...

Starting at

€359.40

J

James Dietz

Build your Custom plan with me:

Personal Insurance Comparisons & New PlansI look forward to the opportunity to serve you with flexible and reliable insurance that are tailor-made to fit your needs and budget. I work with individuals, families or even if your employer insurance is to costly on a monthly basis. There's always a solution for my clients!James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Starting at

Free

F

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...

Starting at

Free

A

Accryptax

30-Minute Intro Call (for individuals)

This quick 30-minute call is designed to introduce you to our services and explore how we can assist with the reconciliation of your crypto portfolio and tax needs. Let's discuss your challenges, goals, and how we might work together.

Starting at

Free

L

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Starting at

$75.00

D

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Starting at

€50.00

K

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

Starting at

$175.00

Frequently asked questions

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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 4.8 out of 5.

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