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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 (415) Tax preparation (121) Financial planning (341) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

Julia Berkhout

Julia Berkhout

15min Call

Please book an appointment time that suits you for your Video conferencing or phone call up to 15 minutes.

Starting at
Free
Book now
Kris Smith

Kris Smith

Ask a Bookkeeper - 60 Minutes

Need some help with your bookkeeping but don't really know where to start? Are you stuck and need some guidance working through a problem with your books?Whether you're grappling with categorizing transactions, confused about reconciliations, or would like some advice on how to set up or improve your accounting processes, we are here to lend a helping hand.Bring your questions, concerns, and any relevant documents, and we will work through the problem together. Note that screen sharing is encour...

Starting at
$100.00
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Medlen Bookkeeping

Medlen Bookkeeping

30 Minute Meeting

We’re excited to connect with you for a FREE 30-minute consultation.After you select your meeting date and time, you’ll be prompted to answer a few brief questions. Your responses will help us tailor the conversation to your needs and ensure we’re ready to address your goals efficiently and effectively

Starting at
Free
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Master Accounting and Tax Service

Master Accounting and Tax Service

60 Minute Bookkeeping / Sales Tax / IRS Tax Resolution Consultation with Patricia

Book a meeting with Patricia for 60 minutes! Patricia is an Enrolled Agent (EA) credentialed to represent clients before the IRS. She can assist taxpayers with resolving federal and state tax issues. Patricia is also the bookkeeping manager for Master Accounting and Tax Service and can discuss your bookkeeping and sales tax needs. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

Starting at
$129.00
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Rochelle Thompson

Rochelle Thompson

Discovery meeting

Looking for book-keeping assistance?Book a discovery call with me.

Starting at
Free
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Gabriela Díaz

Gabriela Díaz

Cooperativa

Asesoría personalizada del producto Cooperativa ICIC.Gabriela DíazEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Linda Rodriguez

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
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Edwin Hernández • Adactia Seguros

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
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TheNerryGroup

TheNerryGroup

Peggy - Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at
£350.00
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Joseph

Joseph

Precious Metals Investment Review Meeting

This is about exploring the idea of investing in precious metals. You will learn about SWP, Strategic Wealth Presrvation company based in the Cayman Islands.You will learn how to open an account, start investing, where to keep your assets, and how to sell them in the future if necessary.

Starting at
Free
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

6/ RDV de présentation Inovéa : 1h30

C’est le moment de découvrir l'opportunité Inovéa.

Starting at
Free
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Brittney Brock

Brittney Brock

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA? Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational Asset Allocation Meeting with me to talk about those buckets.

Starting at
Free
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Olivia Hernández Monroy

Olivia Hernández Monroy

Asesoría Préstamos IMSS

Hola has sido reservado una reunión para recibir un préstamo IMSS.Olivia Hernández MonroyEspecialista Péstamos IMSSTelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Ruthie Thee Truth

Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at
Free
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Natasha Carrillo

Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at
Free
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Savvi Global

Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at
Free
Book now
Diamond Senior Living

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at
Free
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Greg Wilson

Greg Wilson

Commercial loan Consultation

Describe your loan request.

Starting at
Free
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Gebr. Gadee_auto

Gebr. Gadee_auto

Discută cu Gadee despre Finanțarea Mașinii Tale

"Discută cu Gadee despre Finanțarea Mașinii Tale" reprezintă calea ta simplă și personalizată spre achiziția ideală a autovehiculului, oferind soluții de finanțare adaptate nevoilor tale.

Starting at
Free
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Stable Credit Academy

Stable Credit Academy

Personal Credit Consultation

Book a consultation with us for 30 minutes it’s a ($65.00) none refundable fee! To see if you meet our requirements for a done-for-you service or a DIY do-it-yourself service.

Starting at
$65.00
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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

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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