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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 (370) Tax preparation (108) Financial planning (339) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

Cathy Bates

Cathy Bates

Legacy Transitions 30 Minute Discovery Video Meeting

Book a 30 minute meeting to discuss your specific needs and how we can assist you. You can share your link with family members who may wish to join our video call.

Starting at
Free
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Makarand Bhide

Makarand Bhide

60 Minute Meeting

Book a meeting with me for 60 minutes!

Starting at
Free
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Master Accounting and Tax Service

Master Accounting and Tax Service

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

Book a meeting with Patricia for 30 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. The fee is non-refundable.

Starting at
$65.00
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Jamie Blair

Jamie Blair

Discovery Call

Book a call with me for 20 minutes! This appointment is for individuals who are interested in working with us but have a lingering questions that require answers.You can also use this booking for partnership and employment inquiries.

Starting at
Free
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SS BOOKKEEPING & MORE, LLC

SS BOOKKEEPING & MORE, LLC

Tax Preparation

Tax Preparation Appointments – SS Bookkeeping & More, LLCThank you for choosing SS Bookkeeping & More, LLC for your tax preparation needs! This calendar is for scheduling your tax preparation appointment. If you would like to discuss your tax situation, please schedule a consultation.Before scheduling:✔ Please ensure all required documents are available✔ Be prepared to complete all onboarding and tax questionnaires✔ Be prepared to log in to the secure client portalDuring your session, we...

Starting at
Free
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Bishnu Adhikari

Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at
Free
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Ben Ingersoll

Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at
Free
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Alexandre Dussourd

Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

Starting at
Free
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Empress Josephine

Empress Josephine

Wealth builder account session with Crystal Hughes

Welcome to Skyywalker Financial Group's Booking Page! 🌟We’re thrilled you’re here and ready to take the first step toward securing your financial future. At Skyywalker Financial Group, we specialize in helping individuals and families achieve their life and wealth goals through tailored financial strategies and innovative tools.What to ExpectDuring your session, we’ll:Discuss your current financial situation and future goals.Explore customized strategies like Index Universal Life (IUL) Insuranc...

Starting at
Free
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Ram Bavanari

Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at
Free
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Megan Herrera

Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at
Free
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Cantu Notary

Cantu Notary

Remote Online Notarization

General Notary Work but Remotely!$25 for a single document. Each additional document or seal is $5.We can notarize documents from all 50 states.Book your appointment with Cantu Notary and you will receive a link via email for securely uploading your document(s) in our document portal**.After receiving your document(s), you will get an invite with access to our remote notarization platform at your scheduled time and an invoice for payment*. If you have any questions before booking, contact us at...

Starting at
Free
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Nikita Khodkov

Nikita Khodkov

Personalised strategy: Consultation on all visa types with IAA immigration advisor

Initial consultation with a licensed Immigration Lawyer at Coventry Street Services Limited. Develop a tailored immigration plan to secure a straightforward path to British ILR and citizenship as well as discuss any immigration questions. The fee covers a 45-minute consultation and a follow-up with templates, links and steps discussed. Note that if you instruct us to work on your case within 1 week of the consultation, we will deduct the consultation fee from the total fee. NOTE: The meeting wil...

Starting at
£150.00
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Nathan Wallace, EA

Nathan Wallace, EA

15 Minute Meeting

15-minute consultation to discuss your U.S. international tax needs. Whether you have questions about your current tax obligations, need guidance on future filings, or want to explore how we can assist you.

Starting at
Free
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Dan Jones

Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at
Free
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Broker Seguros

Broker Seguros

Llamada para mas información 🙋🏼‍♂️

Agendemos una llamada de 10 minutos para escuchar su necesidad de seguros o inversionesIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at
Free
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Chris

Chris

Nex Bookkeeping Discovery Meeting JSE - 45 Min

Choose a Zoom call or a phone call: A quick discovery call to learn more about your business and bookkeeping needs. We’ll discuss your current processes, challenges, and goals to see if we’re a good fit. This is also your opportunity to ask questions and get clarity on how I can support your business. Choose a Zoom call or a phone call. Best,The Nex Team – Simple. Easy. Good. Done.

Starting at
Free
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Amy Bell

Amy Bell

Free Insurance Consulation - Protect Your Family & Future

Let's simplify your health and life insurance decisions together. In this free call, we'll discuss your needs, answer any questions, and explore the best coverage options for your situation. There is no pressure—just honest help from someone who's been there. Whether you're looking for Marketplace coverage, life insurance, or just need to understand your options, I'm here to guide you. What You'll Get: One-on-one support from a state-licensed agentA custom plan based on your needs and budget Pe...

Starting at
Free
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Ray Hahn

Ray Hahn

30 Minute Context Discussion

Complimentary 30 minute conversation to learn more about your situation and to ensure I'm the right fit to help you overcome the obstacles related to VA disability benefits.

Starting at
Free
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Immisa Immigration

Immisa Immigration

45 Minutes Consultation

45-Minute Immigration Consultation – Case related Concerns & In-Depth GuidanceOur 45-minute consultation is designed for individuals who need a more detailed review of their immigration case, including previous refusals, eligibility requirements, and program-specific details. This session provides a comprehensive analysis of your situation, identifies potential challenges, and offers professional guidance on the best course of action.What We Will Cover1.    Case Review & Refusals Analysi...

Starting at
CA$250.00
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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 4.9 out of 5.

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