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 (411) Tax preparation (119) Financial planning (341) Bookkeeping (81) Insurance consulting (81) Estate planning (14)

Top legal & finance professionals

P

Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at

Free

E

Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at

Free

D

Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at

$20.00

S

Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 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.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at

Free

E

Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

Starting at

Free

L

Linda Rodriguez

New to Medicare

Book your personalized Medicare review or enrollment appointment now! Our team of expert advisors is ready to assist whether you're new to Medicare or looking to review your current plan. Please have your current medications (dosage & times per day) and doctors ready so we can ensure we pick the best plan for your healthcare needs. Take charge of your healthcare coverage - book today!

Starting at

Free

E

Edwin Hernández • Adactia Seguros

Asesoría Adactia Seguros • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre seguro médico.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y empresarialesTus datos están seguros...

Starting at

Free

L

Lloyd Law Firm, PLLC

Will/Deed Signings

Secure your date and time to execute your will or deed signing documents. Our experienced legal team will have your will or deed signing documents prepared for you and your witnesses to sign.Key Features:Location: In personPreparation: Please review your documents in advance and inform our legal team if there are any changes at least twenty (24) hours before your appointment.What to Bring: A valid form of Identification and two disinterested witnesses if applicable.Please prepare and arrive on t...

Starting at

Free

C

Connecticut Notary On-Demand

Connecticut Notary On-Demand

Connecticut Notary & Apostille Services On-DemandNeed a document notarized quickly and conveniently? Our Connecticut Notary On-Demand service makes scheduling fast, easy, and reliable. Whether you require in-person mobile notarization anywhere in Connecticut or secure Remote Notarization, we are here to help on your schedule.We notarize a wide range of documents, including:Real estate closings & loan documentsPower of Attorney, Wills & TrustsAffidavits & CertificationsMedical &am...

5 (1 review)

Starting at

$10.00

K

KP Migraciones

Consultation for non-Spanish speakers

This booking is intended for people who do not speak Spanish and do not have access to an interpreter.After booking and paying for this consultation, you will receive a personalised questionnaire by email.Based on the information provided, you will receive a written response with our assessment of your case and the quotation.This consultation is provided exclusively in writing. It does not include a video call or telephone consultation.If you speak Spanish or have access to an interpreter, pleas...

Starting at

€85.00

E

ES ABOGADO EXTRANJERIA

LEXMOVEA.AE/EN - ONLINE CONSULTING FOR FOREIGNERS

IMPORTANT INFORMATION REGARDING YOUR CONSULTATIONSchedule and Duration: We understand that your time is valuable, and our primary objective is to adhere strictly to the scheduled time for your consultation. However, the start time should be considered approximate. The personalized attention we provide may cause a previous consultation to extend slightly longer than anticipated.Should this occur, we assure you that it will not affect your appointment. Once it begins, your consultation is guarante...

Starting at

€49.00

J

Jinny Khan | EA

Tax Preparation Consultation

Thank you for choosing AFSOHA Multiservices for your service needs!Choose a date and time that works best for you.Our professional Tax Preparer service provides expert guidance in preparing Federal and State Income Taxes.We appreciate your business and look forward to working with you!

Starting at

Free

M

Martha, Montana's Motory Notary

Free Discovery Session - 15 minute meeting

This is a free discovery session for us to meet to discuss the document(s) you're needing notarized and/or the documents requiring apostilles for use abroad.This introductory meeting will assist in providing a quote and to determine next steps.I look forward to meeting you!

Starting at

Free

M

MARCO PISCITELLI

PitchLaw-Marco

PitchLaw-Marco

Starting at

Free

K

Kindergeld.eu

20 Minute Meeting (Olympus)

Book a 20-minute telephone consultation

Starting at

Free

D

Diaz Law NJ

Family / Divorce Consultation

Family and Divorce ConsultationBook a private consultation to discuss your family law or divorce matter. During this session, we will review your situation, answer your questions, and talk through your options moving forward. This is a safe space to share what you are going through and get clear, honest legal guidance on the next steps.What to expect:A confidential conversation about your case with a license attorneyAnswers to your questions about the divorce or family law processA clear outline...

Starting at

Free

A

AJ Grant

Tax meeting

This meeting is set to discuss taxes and to collect all paperwork necessary to do your taxes.

Starting at

Free

J

Jennifer

Virtual Tax Preparation

Out-of-state clients and/or clients with limited schedule flexibility can schedule an appointment for virtual preparation.

Starting at

Free

D

Dustin Wong

Tax Documents Drop off

Book a meeting with me for 20 minutes! I'll take a quick look at the tax documents for the year as well as skim through the tax organizer to see if there are any questions I may have or things that may be missing to complete the tax return and answer any quick questions.

Starting at

Free

T

Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at

Free

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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