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 (413) Tax preparation (120) Financial planning (345) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

R

Ro

Tax Prep Session

This appointment is designed to give you clarity, confidence, and a premium level of support throughout tax season. Together, we'll review your information, and organize your documents, and identify every deduction and credit you're eligible for to help maximize your refund. Expect a smooth, elevated, and results-driven experience and professional guidance with real support from start to finish.

Starting at

Free

L

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Sparen mit physischen Edelmetalle

Transparent. Unabhängig. Individuell. - Investieren wie die oberen 1 % in DeutschlandIn diesem Termin erfährst du, wie du mit Edelmetallen wie Gold, Silber & Technologiemetallen gezielt Vermögen aufbauen und absichern kannst. Wir sprechen über die Vorteile physischer Edelmetalle, sinnvolle Einstiegsstrategien und langfristige Konzepte.Anhand der Lösungen von Golden Gates zeige ich dir, wie du Edelmetalle flexibel kaufen, per Sparplan investieren und sicher lagern kannst. Ziel des Gesprächs i...

Starting at

Free

D

De Reizende Boekhouder B.V.

De boekhoud APK

Voor ondernemers die onzeker zijn over hun boekhouding, het liefst alles zelf blijven doen maar graag samen de puntjes op de i willen zetten.2 uur sparren3 tips voor een betere boekhoudingStappenplan: Om je boekhouding goed te kunnen bijhoudenNa deze meeting weet je waar je nu staat en heb je huiswerk om je administratie op de rit te krijgen. En een goed gevoel dat je alles op orde hebt.Annulering of afspraak vergeten: tot 24 uur van tevoren worden geen kosten berekend, je krijgt in je mail een...

Starting at

€359.40

J

James Dietz

Build your Custom plan with me:

Personal Insurance Comparisons & New PlansI look forward to the opportunity to serve you with flexible and reliable insurance that are tailor-made to fit your needs and budget. I work with individuals, families or even if your employer insurance is to costly on a monthly basis. There's always a solution for my clients!James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Starting at

Free

F

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

A

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

L

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Starting at

$75.00

D

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Starting at

€50.00

K

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

Starting at

$175.00

C

Clyde Etiënne

Meeting Etiënne Finance

Gratis kennismakingsgesprek - Etienne FinanceEen gesprek van 30 minuten over jouw administratie, btw of belasting.Jij stelt de vragen. Wij geven antwoord.30 minuten, via Google MeetPersoonlijk gesprek met Clyde EtienneDirect een bevestiging met meeting-link na boekingVanuit Rotterdam, voor ondernemers in Nederland en daarbuitenEtienne Finance - Jij bouwt. Wij boeken.Free Introductory Call - Etienne FinanceA 30-minute conversation about your administration, VAT or tax.You ask the questions. We pr...

Starting at

Free

S

Steve Klinenberg

Fractional CFO Intro session (45 minutes)

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 45 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Starting at

Free

M

Marck Muñoz

Diagnóstico Financiero Privado 360°

Sesión Estratégica ALLZ | Protección e Inversión InteligenteEn esta sesión revisaremos tu situación financiera actual y detectaremos si tiene sentido crear una estrategia para retiro, inversión o protección. Primero entendemos tu caso. Después te doy una recomendación clara y personalizada según tu objetivo.

Starting at

Free

A

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Starting at

Free

G

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

D

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Starting at

Free

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Enrico Kalinka | Peak Finances

Kurzgespräch - Short Call

Kurzer Austausch zu Deinen Beweggründen, Vorstellungen & Zielen, bzw. deinen Fragen:Analyse deiner Möglichkeiten anhand deiner individuellen Ziele. Diese können Investment Möglichkeiten in Immobilien, sowie börsennotierten/nachhaltigen Anlagen oder auch physischen Edelmetallen sein.Gern auch per Telefon: 0151 70159522---------------------------------------Short consultation about your motivations, ideas, goals, or any questions you may have.Together we will look at your personal situation an...

Starting at

Free

L

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Starting at

Free

I

Immi Response

Employer Sponsorship Planning Consultation

For employers considering sponsorship, we offer a structured Employer Sponsorship Planning Consultation.What this consultation coversWhether sponsorship is realistic for your business and roleSuitable visa pathways and timing considerationsCost considerations over timePR planning where relevantPractical next steps tailored to your situationThis consultation is designed to give you clarity before you proceed.Consultation detailsFixed-fee planning sessionConducted by a registered migration profess...

Starting at

A$110.00

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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