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

T

Tax Smartermo

ADVISORY BUSINESS GROWTH PLAN

Where Strategy Replaces Guesswork.For Serious Business Owners Ready to Save More & Stress LessLLCs • S-Corps • Single-Member LLCs • Service Providers • Multi-Income Households Perfect for businesses earning $75,000–$800,000 WHAT’S INCLUDEDQuarterly Tax Advisory Meetings Full Business Tax Strategy Plan S-Corp Evaluation + Reasonable Compensation Guidance Industry-Specific Deduction Deep Dive Bookkeeping Review & Cleanup Guidance Quarterly Estimated Tax Calculations IRS Transcript Monitori...

Starting at

$250.00

C

Caroline Passmore

Accounting Clarity Call

Book a clarity call with me for 30 minutes to discuss your specific business needs!I look forward to hearing more about your business.You will be redirected to a New Client Questionnaire after you schedule the meeting. Please complete the form, so I can learn as much about your business as possible before we meet so our meeting can be as productive as possible as possible!Thank you!The CRP Specialists, Inc. team

Starting at

Free

M

Ms. Fixit

Credit Audit & Strategy Call

This service includes a full review of the client’s credit report, identification of negative factors, dispute viability assessment, and a personalized credit restoration strategy.This service does not guarantee deletions, score increases, or specific outcomes. Results vary based on creditor and bureau response.To complete your credit audit, we need full access to all three credit bureaus (Equifax, Experian, and TransUnion) through a secure third-party credit monitoring service.The monitoring se...

Starting at

$97.00

A

Ayooluwa Akande

ABC Clarity Session (2 Hours) - $200 + HST

A focused one on one session that includes an overview of your finances and current situation. You will leave with clear direction, practical next steps, and helpful materials to guide you forward.

Starting at

CA$230.00

M

Michelle Salinas

Expanding Money: Build & Protect Your Living Legacy

Ready to conquer the world of life insurance with clarity and confidence? Join our 30-minute session tailored just for you!What’s on the agenda? We're here to offer free, no-strings-attached guidance to demystify your options and compare costs and coverage.Walk away with:Practical steps to shield your family’s financial futureA solid understanding of your current planSmart strategies to up your insurance gameThis session is THE go-to if you’re desiring unbiased advice and straight-up answers to...

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Dr. Polansky — 15-Minute Review of Your Owner Quiz

What this isThis is a private 15-minute review of your cash flow quiz.Dr. Howard Polansky will call you directly from 512-608-1020.Your priorityThis short conversation is designed to help you understand what may be creating friction or uncertainty in your cash flow right now — and whether your quiz answers point to anything worth exploring further.Howard reviews your quiz responses in advance, then walks through what stands out and why. The focus is on clarity, not advice or action.What may be d...

Starting at

Free

M

Moses Nelson

Financial Strategy Consult Call (BSL)

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won’t outlive — all while protecting your family’s future.In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.

Starting at

Free

K

Kameel

Private Financial Wellness Session

A private, one-on-one financial wellness session focused on building calm, sustainable money habits without hustle or overwhelm. Designed to help you gain clarity, confidence, and a system that works in real life. The discussion is curated around your needs.

Starting at

SGD 150.00

T

True Values Global Corporation

High-Level Trust & Asset Protection

High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protecti...

Starting at

$1,000.00

D

Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Starting at

Free

K

Kia A. Harris Tattegrain

45 Min Nonprofit Consult Call

Determine a topic you would like to discuss and be prepared with questions and something to write with. Topics include starting a nonprofit, communications, fundraising, organizational development and more.

Starting at

$55.00

I

Itzel Bennett

Immigration Form N-400 Application for Citizenship

Immigration Form N-400 Application for CitizenshipJoin a focused 60-minute session with Itzel to explore the naturalization process for becoming a Lawful Permanent Resident (LPR) in the United States. You’ll receive guidance on eligibility, essential steps, and recommended study materials to prepare for the naturalization interview and test.This session is designed to clarify requirements, answer questions, and help you plan the path toward U.S. citizenship.Please be advised that there is a non-...

Starting at

$200.00

D

Dan Carter

General Consultation (30 minutes)

General consultation about crowdfunding offerings, regulatory filing requirements, cap table structure, executive consulting, shareholder meetings, corporate actions, offering marketing, and more. For IPO or exchange listing discussions, please book under the IPO booking type.Google Meet:To join the video meeting, click this link: https://meet.google.com/wax-fxvf-rzkOtherwise, to join by phone, dial +1 415-943-0095 and enter this PIN: 294 044 941#To view more phone numbers, click this link: http...

Starting at

$195.00

I

InLine Legal

Ask a Lawyer

Do you want to pick a lawyer's brain about your business, but are not yet ready for a part-time chief legal officer?Use this 75-minute chat to ask all your questions and walk away confident that you know the next steps.Please drop any files you want a lawyer to look over during your session in the dropbox link that will appear after booking.Please note that Samantha can only give legal advice on intellectual property matters nationwide. If your state specific issues are not related to Virginia,...

Starting at

$500.00

I

InLine Legal

Ask a Lawyer-Trademark Qs

I hope you enjoyed the 'What's in a Name?' training! If you've still got questions about how trademarkable your business, product, program or service's name or tagline is, let's figure out how to help! Grab a consult with a trademark lawyer to figure out how to make your trademark work best for your $$$$.

Starting at

$150.00

B

Bradley Schmidt

Intellectual Property Fortress - 18 Hours

Six 3-hour sessions uncovering every competitor, patent troll, and technology roadblock in your path. We'll map the complete IP landscape so you launch with legal monopolies, not lawsuits. Know your enemies before they know you exist.

Starting at

$4,500.00

M

Max Valle

H1GDPR- 1H Consulenza Privacy e Data Security (GDPR)

Conference call di un'ora nella quale riceverai una consulenza in tema di Privacy e Data Security (GDPR) per la tua azienda o per la tua partita iva

Starting at

€146.40

M

Max Valle

H1MARCHI- 1H Consulenza registrazione marchio

Conference call di un'ora nella quale riceverai una consulenza in tema registrazione del marchio per la tua azienda o per la tua partita iva.

Starting at

€146.40

M

Max Valle

H2GDPR- 2H Consulenza Privacy e Data Security (GDPR)

Conference call di due ore nella quale riceverai una consulenza in tema di Privacy e Data Security (GDPR) per la tua azienda o per la tua partita iva.

Starting at

€244.00

M

Max Valle

H2MARCHI- 2H Consulenza registrazione marchio

Conference call di due ore nella quale riceverai una consulenza in tema registrazione del marchio per la tua azienda o per la tua partita iva.

Starting at

€244.00

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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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