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

Top legal & finance professionals

Sanjev Kainth

Sanjev Kainth

Tax planning meeting - 60 Minute Zoom Meeting

Book a meeting with me for 60 minutes.

Starting at
Free
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Sonya Deal

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at
$100.00
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Karitsa Kerns, CPA, EA

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Starting at
$500.00
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Joseph

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at
Free
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Luntadila Paulo, CPA, MBA

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory

Starting at
Free
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Caroline

Caroline

15 minutes pour faire connaissance

Prenons 15 minutes pour que l'on fasse connaissance et initier votre parcours vers vos objectifs.

Starting at
Free
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Personalized Finances LLC

Personalized Finances LLC

Free 15 Minute Consultation! - Zoom

Book a Zoom call with me!

Starting at
Free
Book now
Easy Mortgage Prequal

Easy Mortgage Prequal

20 Minute Meeting

Book a meeting with me for 20 minutes!-Booking a meeting is Easy, like the conversation we’ll have. If you prefer a live video call, we can do so as well. This meeting is for you so please ask any questions you may have. We will start with an introduction and ultimately get you prequalified.This Meeting Includes:Birds eye view of your home buying goal.Current Financial OverviewPreQualifying RoadmapFirst and Second StepsHome Search StatusWhat We Do for You.Q&ATalk with you soon,EasyMortgagePr...

Starting at
Free
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Chukwuka Okafor

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Starting at
Free
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Martin Wachtel

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Starting at
Free
Book now
Blake Faraj

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Starting at
Free
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Peter Tsambounieris

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

Starting at
Free
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May Palencia

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Starting at
Free
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Francois Pauw

Francois Pauw

Initial Consultation

In Person Meeting at 74 Kragga Kamma Road, Sunridge Park

Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

Notary

Getting documents and paperwork notarized by a licensed notary in the State of Indiana.I am a licensed notary, a licensed remote notary and I also have taken classes for loan/document signing.DO NOT EXIT AFTER BOOKING! IT WILL REDIRECT YOU TO NOTARY FORM. Thank you!*** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward pricing total. The price listed is a deposit on services. I...

Starting at
Free
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Reed

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
Book now
Abogada Susana Diaz

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
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Carlos J. Ruano

Carlos J. Ruano

Consulta simple presencial o telefonica

Reserva consulta para cualquier duda legal concreta.

Starting at
€60.00
Book now
Fiona Redden

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
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Accryptax

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
Book now

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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