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 (340) Bookkeeping (81) Insurance consulting (81) Estate planning (14)

Top legal & finance professionals

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Simon Skinner

igi Introducers

Are you looking for an exciting opportunity to introduce your clients to a reputable investment company with a proven track record of generating impressive returns? Look no further than igi! Our instant access accounts offer a steady 2% monthly return, while our treasury management services provide a great option for your company's investments. You can make up to 1% passive income for all funds you have introduced.

Starting at

Free

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Shane Rutledge

Multifamily Passive Investing Call - 30 Minutes

I’m excited you’re booking a call with me. I look forward to getting to know you and learning more about your investment goals. Please let me know if you have any questions or anything specific that you want to talk about to help me prepare for our meeting.

Starting at

Free

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Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

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Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

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Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at

$250.00

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Jonathon Gouge

Medicare School

Medicare 101 - learn how the medicare machine works

Starting at

Free

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Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

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Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at

Free

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Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

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Adjuva Legal

Free Consultation on PoSH by Utkarsh Srivastava

Join a complimentary 30-minute PoSH consultation with Utkarsh Srivastava for Adjuva Legal, scheduled in Asia/Kolkata time. Attendees can outline their specific concerns and receive focused guidance and practical next steps tailored to their organisation.Why attend: leverage Utkarsh's PoSH expertise to efficiently navigate obligations and strengthen your compliance program; please call or message 9582077784 at the scheduled time, or use the support link to connect.

Starting at

Free

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Christian Buitron

Probate Strategy Session

A fiduciary consultation to discuss estate timelines, valuation, and asset protection. We will review Full vs. Limited Authority and the best strategy for the property.

Starting at

Free

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Nikita Khodkov

In-person Immigration consultation with an IAA licenced immigration advisor at our office

Initial consultation: 1-hour consultation with a licensed Immigration Lawyer, Coventry Street Services LimitedBUILD BESPOKE IMMIGRATION STRATEGY FOR YOUR FASTEST AND EASIEST ROUTE TO BRITISH CITIZENSHIPThe fee includes a 60-minute consultation, providing supporting documents, templates, and links afterwards. Most importantly, this fee includes evaluation of your case by our team of professionals.Note that if you instruct us to work on your case within 1 week of the consultation, we will deduct t...

Starting at

£360.00

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Nikita Khodkov

Personalised strategy (NY deal): Consultation on all visa types with IAA immigration advisor

Initial consultation with a licensed Immigration Lawyer at Coventry Street Services Limited. Develop a tailored immigration plan to secure a straightforward path to British ILR and citizenship as well as discuss any immigration questions. The fee covers a 45-minute consultation and a follow-up with templates, links and steps discussed. Note that if you instruct us to work on your case within 1 week of the consultation, we will deduct the consultation fee from the total fee. A 20% VAT is automati...

Starting at

£90.00

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Chantea Nixon

NOTARYTODAY - Test with a Friend – Guided RON Training Session

Experience a complete Remote Online Notarization workflow from both the signer and notary perspectives.This 1:1 90-minute session includes:Real-time platform walkthrough (BlueNotary)RON scripting practiceResource access (scripts, videos, referral link)Performance feedbackOriginal Pricing: $95NOTARYTODAY Pricing: $60

Starting at

$50.00

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Adv. Nedal Gorashi

Commercial & Civil Law Strategy Consultation

High-level legal guidance for businesses and entrepreneurs. Leverage 23 years of experience in UAE corporate structuring, trade license issues, and commercial litigation.Key Focus:Business Setup & RestructuringCommercial Contract DisputesPartnership Agreements & MOUsLocation: Secure Video Conference.

Starting at

AED 200.00

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Avvocato Michele Vitale

Consultation with Avvocato Michele Vitale

During this session, of +45 minutes:You will speak directly with me, Avv. Michele Vitale, founder of italyget.com (no collaborators, I will personally answer your questions).over 45 minutes of personalized Legal Consultation, in English.Video Call via Google Meet or phone: choose your preferred method.Easy and immediate booking: after payment, you will receive a confirmation email with your preferred day and time for the appointment.Simple and secure payment with Credit Card, Debit, Prepaid, Pa...

Starting at

€300.00

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Nikita Khodkov

Персональная стратегия: консультация по всем типам виз

Консультация 40 минут с лицензированным Иммиграционным юристом Coventry Street Services Limited.Стоимость включает в себя получасовую консультацию, а также предоставление документов, шаблонов и ссылок после консультации.Обратите внимание, что если вы поручаете нам работу над вашим кейсом в течение 1 недели, мы можем вычесть стоимость консультации из общей суммы оплаты.Примечание: Консультация будет проходить в Microsoft Teams or Zoom. После бронирования вы получите приглашение по электронной поч...

Starting at

£150.00

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Avvocato Michele Vitale

Consultation with Avvocato Michele Vitale (paid with stripe - retainer)

✅ Payment Received & Confirmed!Thank you for confirming your consultation. Your payment of €153 has been successfully processed.👉 FINAL STEP: Select your preferred date and time from the calendar below to schedule your 45-minute strategic video consultation with Avv. Michele Vitale.During our video session, we will:• Review the judicial lineage and evidentiary dossier for the Court with jurisdiction;• Address the implications of Law 74/2025 and constitutional arguments;• Define the exact d...

Starting at

Free

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Angel Hartfield

BookWise Tax

Let's talk taxes!It is that time of year again, and we are ready to review your income, explore your deductions, and get your maximum refund. Please provide the requested information. Once scheduled, we will send you a list of documents and information you need to be prepared for our consultation.Thank you for scheduling your consultation! We look forward to providing your maximum refund!

Starting at

Free

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Jennifer

In-Person Tax Preparation

Clients who prefer in-person tax preparation services may schedule an 1 hour appointment Monday through Friday.

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 4.8 out of 5.

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