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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 (402) Tax preparation (113) Financial planning (337) Bookkeeping (80) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

VJ TAX & ACCOUNTING

VJ TAX & ACCOUNTING

New Clients Phone Call

Secure Your FREE, NO-OBLIGATION Consultation!We appreciate your interest. Please take the next step by scheduling a complimentary phone consultation to talk about your unique accounting and tax requirements. We look forward to addressing your needs and providing valuable insights tailored to your situation.

Starting at
Free
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Alissa Hollinger

Alissa Hollinger

IRS Tax Relief Consultation-Phone Call $350/HR

📌 Ready to Resolve Your Tax Issues? 💡 What You'll Get: 1️⃣ Personalized Assessment: We'll assess your unique situation 2️⃣ Tailored Action Plan: Discover the next steps to take to resolve your tax issues 3️⃣ Expert Guidance: Benefit from our years of experience in resolving tax problems, we’ll give you the insider view of what’s really going on! Schedule a Call Today!

Starting at
$350.00
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Alissa Hollinger

Alissa Hollinger

IRS Tax Strategy Consultation-Phone Call $350/HR

📌 Ready to Optimize Your Tax Strategy? 💡 What You'll Gain: 1️⃣ Personalized Assessment: We'll discuss your unique financial situation to identify potential tax-saving opportunities that may exist. 2️⃣ Tailored Action Plan: Discover the next step to keep more of your hard-earned money. 3️⃣ Expert Guidance: Benefit from our extensive experience in tax reduction and navigating complex matters. Schedule a Call Today!

Starting at
$350.00
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Betsy (Mz. Bee) White

Betsy (Mz. Bee) White

Business Tax Prep

Book a meeting with me for 120 minutes!Congratulations Business Owner!!! Let's get your business organized and structured so that you have no worries.Please bring all documents and identification with you to our in-person or virtual meeting (For virtual meetings, you will receive a Zoom link the day of our meeting). If you have questions as to what to bring please call me directly at (614) 887-7455.Upload all documents to this link prior to our meeting:https://prod.d36vzp9vxgj5wy.amplifyapp.com/...

Starting at
Free
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

Tax Troubles? IRS & State Tax Resolution Appointment

If you have received a letter from the IRS or a state tax authority and need to discuss your options, please use this link to schedule a date and time that works best for you.I understand that unexpected circumstances can arise and appointments may occasionally need to be rescheduled. However, repeated rescheduling impacts availability for other clients. After two reschedule requests, a $50 consultation fee will be required to confirm any additional rescheduled appointment. Thank you for your un...

Starting at
Free
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Aneta Śniatkowska

Aneta Śniatkowska

Konsultacja na temat prowadzenia działalności gospodarczej

Wybierz ten format konsultacji jeżeli masz już działalność gospodarczą lub zamierzasz ją dopiero otworzyć. Podczas konsultacji wytłumaczę Ci prostym językiem o co chodzi w podatkach.Wyjaśnię czym jest księgowość i odpowiem na pytania w zakresie prowadzenia firmy. Po konsultacji otrzymasz ode mnie podsumowanie spotkania.

Starting at
PLN 270.00
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Amilcar Del Villar

Amilcar Del Villar

Free consultations

Let me clarify everything you need to know about your taxes.

Starting at
Free
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Jeremy Christensen

Jeremy Christensen

VIP Half Day

Join me for a 4 hour 1:1 consulting session tailored to your Expat financial needs. We'll conduct a thorough analysis of your current financial structure and develop a personalized, tailored plan to safely and efficiently reorganize your finances for a seamless Expat transition.I'll provide custom recommendations for Expat-friendly financial institutions, account types, useful financial apps, common scams/pitfalls, and discuss how to keep your money safe from scammers but fully accessible to yo...

Starting at
$1,000.00
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.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...

Starting at
Free
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Brad Hamblen

Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Starting at
Free
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Neil Sargisian

Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at
Free
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Marian

Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at
$250.00
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Dr. Cozette M. White

Dr. Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Starting at
Free
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Cory Burnett

Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals.  - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Starting at
Free
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Cory Burnett

Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

Starting at
Free
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Peter Tsambounieris

Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Starting at
Free
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Ryan Patrick Hunt

Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

Starting at
Free
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KC de Guzman

KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Starting at
PHP 99.00
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Obsidian Adebayo

Obsidian Adebayo

Investor Consultation (Creator Economy)

The creator economy is one of the fastest-growing sectors — but identifying real opportunities requires sharp analysis and strategic alignment.In this session, I’ll work with you to:Clarify your risk appetite and investment targetsWalk through current opportunities and market trendsShare actionable recommendations on how to approach this spaceIf you’d like ongoing sourcing of creator economy businesses, I also offer a retainer-based service for deeper deal flow support.

Starting at
£2,500.00
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Hdg Bookkeeping LLC

Hdg Bookkeeping LLC

Discovery Call

First call to discuss what I can do for your business and cost for services.Please answer the required questions in order for me to give you the most accurate pricing. Pricing is based on amount of work.

Starting at
Free
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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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