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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 (328) Tax preparation (116) Financial planning (294) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

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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Digvijay Jhala

Digvijay Jhala

Free Consultation - Wills & Estate Planning

This will be a detailed and in-depth discussion on all the aspects relating to your estate planning requirements so I highly recommend you to keep all your questions ready so that we can make this meeting more productive...See you soon.Kind RegardsDigvijay JhalaFinancial Adviser & Estate Planning [email protected]

Starting at
Free
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John Sim

John Sim

Adviser Consultation (1-hr)

This complimentary consultation session is for financial practitioners and other advisers who want to explore collaboration with LegacyPlanning.sg and to possibly incorporate estate planning into their current practice.If you are using your mobile phone to access the video conference, please download the Meetn.com app first. Otherwise a browser is fine.iOS: https://apps.apple.com/us/app/meetn/id1479818305Android: https://play.google.com/store/apps/details?id=com.meetn.app

Starting at
Free
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Gillian Wilson

Gillian Wilson

Healthcare Consultation

This is a time to go over your healthcare needs, new health insurance plans, review your current plan and new options as well as address any questions with your current plan.

Starting at
Free
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Eileen Ireland

Eileen Ireland

GDPR Power Hour

A chance to provide advice and guidance on GDPR and how it impacts your business.€150.00 + vat = €184.50

Starting at
€184.50
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Servicios RR Asesoría y Consultoría SL

Servicios RR Asesoría y Consultoría SL

Free Assessment Session

Do you need advice to fulfill your obligations as a digital nomad?I would be delighted to have a virtual coffee with you ☕️ and talk about how I can help you.During this free 20-minute meeting, we will discuss your situation, and I will explain what I can do for you.But before scheduling, I need you to answer a few questions so we can make the most of this session.When you book, you will receive an email with the Zoom link to connect on the chosen date and time. You will receive a reminder emai...

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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Lucas Fitzgerald

Lucas Fitzgerald

ERC Call

See if your school qualifies for ERC tax credits. I help US based Churches, Schools, and Non-Profits that suffered revenue losses or more than nominal disruptions due to COVID-19 government mandates.Lucas FitzgeraldSharp ConsultingPacific Lutheran Jr./Sr. High School, Principal 310-538-6863 (office)714-488-4182 (cell)[email protected]

Starting at
Free
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Arise Tax Relief

Arise Tax Relief

Free Initial Consultation

Book a free 15 minute consultation to see if we can help you. This free call is designed to see if we will be a good fit in helping you with your back taxes or to prepare your upcoming tax return.

Starting at
Free
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Agora Digital Marketing

Agora Digital Marketing

Authority Placement Screening & Positioning Interview

Your No-Charge Positioning Screening (30 minutes)This is a conversation to understand your work, your current visibility, and where you want to stand when people — and the AI models they now ask — look you up.Together we'll look at three things: where your name and reputation currently show up online, the positioning and citable angles in the work you actually do, and the gap between the two. Most experts underestimate what makes them genuinely newsworthy — a good part of this call is surfacing...

Starting at
Free
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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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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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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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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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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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Dr. Breanna BOSS James

Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

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 a licensed agent

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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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