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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 (329) Tax preparation (116) Financial planning (295) Bookkeeping (88) Insurance consulting (85) Estate planning (12)

Top legal & finance professionals

Ms. Lionhill

Ms. Lionhill

🧮Strategic Tax Consultation (30 Minute)

Maximize your tax game! 📆 Schedule a targeted 30-minute consultation to discuss your tax compliance, review historical filings, and explore custom corporate or individual tax planning solutions. Let’s map out a clear strategy for your upcoming tax season.

Starting at
Free
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Ms. Lionhill

Ms. Lionhill

📊 Private Tax Return Post-Review (15 Min)

Let’s make sure you know exactly how to maximize the custom tax insights from your return! 🦁✨Your tax return packet includes strategic tax advice tailored specifically to your business or personal financial footprint. Because I want to ensure you are confident applying these insights moving forward, this complimentary 15-minute session is your private "financial tune-up" to plan your next moves.What we will focus on during our session:Walking through the key highlights of your finalized tax re...

Starting at
Free
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LuxeLogic Tax Suite

LuxeLogic Tax Suite

Mobile Notary Services in Columbus, Ohio | Loan Signing & Remote Online Notary

Professional mobile notary in Columbus, Ohio. Loan signings, remote online notary, estate planning & more. Reserve with a deposit, balance paid at appointment. Will call to confirm.📋 Mobile Notary (base includes local travel within 10 miles)In-person notarization (first signature + travel): $35Each additional signature/stamp (same appointment): +$10Oaths, affirmations & jurats (per act): $10Remote Online Notarization (RON, per signature, no travel): $25🚗 Travel Zones (added for distanc...

Starting at
$35.00
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C. P. Salazar

C. P. Salazar

Planeación Contable y Fiscal

En esta sesión conoceremos a detalle tu situación contable y fiscal, así como las características de tu actividad, ingresos y obligaciones actuales.Revisaremos los principales aspectos de tu situación para identificar pendientes, necesidades y puntos que deban atenderse, y estableceremos la estrategia contable y fiscal que seguiremos a partir de este momento.Durante la sesión podremos abordar temas como régimen fiscal, obligaciones ante el SAT, declaraciones, facturación, deducciones, contabilid...

Starting at
Free
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C. P. Salazar

C. P. Salazar

Integración Expediente

En esta sesión formalizaremos la incorporación de tu negocio o actividad a nuestro servicio contable y fiscal.Revisaremos y recopilaremos la información necesaria para comenzar a trabajar, estableceremos los procesos que utilizaremos y configuraremos los aspectos principales de tu servicio de acuerdo con la estrategia previamente definida.También definiremos la forma en que se manejará la información, documentación y comunicación durante el servicio, así como las responsabilidades y actividades...

Starting at
Free
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C. P. Salazar

C. P. Salazar

Seguimiento Contable y Fiscal

En esta sesión revisaremos el estado actual de tu situación contable y fiscal, así como los principales movimientos y acontecimientos del periodo.Daremos seguimiento a las obligaciones fiscales, declaraciones, facturación, ingresos, gastos y demás aspectos relacionados con tu actividad que requieran revisión o atención.También podremos revisar situaciones específicas que hayan surgido durante el periodo, resolver dudas y definir las acciones necesarias para mantener el adecuado seguimiento de tu...

Starting at
Free
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Marian

Marian

Tax Relief & Resolution Session

Feeling stuck, overwhelmed, or unsure what to do about your IRS situation?This private strategy session is designed to help you understand your options and get a clear plan of action. During our time together, we’ll:✅ Review your current tax situation✅ Identify what notices you've received or actions are pending✅ Determine whether you qualify for relief like audit defense, OIC, penalty abatement, or payment plans✅ Recommend the service best suited to your case✅ Answer your most urgent quest...

Starting at
$250.00
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

Tax Preparation Phone Consultation _ Individuals (copy)

This consultation booking link is only for individual tax returns.If you need a lengthier or more in-depth business tax matter or business setup consultation, please use this booking link: https://tidycal.com/shellyclarkea/businessconsultIf you have received an IRS or State notice, please use this link: https://tidycal.com/shellyclarkea/taxhelpconsultI understand that unexpected circumstances can arise and that appointments may occasionally need to be rescheduled. However, repeated changes to sc...

Starting at
Free
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360 Global Business LLC

360 Global Business LLC

Introductory Call

A private conversation with Shannon C. Williams. Tell me what's on your plate, whether that's your taxes, your books, payroll, an IRS letter, or your business, and you'll leave with a clear next step.

Starting at
Free
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Cassie Fennell

Cassie Fennell

Payroll Chat with Dan

What to Expect from Your Payroll chatThis call is a friendly, informal conversation with Dan, our Payroll Clerk, designed to help us understand your payroll requirements and answer any initial questions you may have.Whether you're already employing staff and need clarification on your payroll processes, or you're preparing to take on your first employee and want to understand how everything works, Dan will guide you through the key points.During the call, you can expect:• A friendly introduction...

Starting at
Free
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Cassie Fennell

Cassie Fennell

45 minute consultation

What to Expect from Your Initial ConsultationDuring the 45 minutes, you can expect:A structured and purposeful discussionClarity on the services best suited to your needsAn overview of how we can support your businessA clear path forwardThis 45-minute consultation is designed to be a focused, one-to-one session with Cassie Fennell, delivered face to face at our offices. It’s an opportunity for us to get to know each other, understand your business, and establish exactly how we can support you mo...

Starting at
£120.00
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Cassie Fennell

Cassie Fennell

Power Hour with Cassie

What to Expect from Your Power HourThe Power Hour is a focused, one-off 60-minute video consultation with Cassie Fennell, delivered via Microsoft Teams or face to face at our offices. It is designed for business owners who want expert tax and accountancy advice without committing to ongoing services.During your Power Hour, you can expect:Dedicated, one-to-one advice tailored to your situationClear answers to your tax and accountancy questionsPractical guidance and recommendationsConfidence in yo...

Starting at
£499.00
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Bridgett Martin

Bridgett Martin

Tax Services Onboarding

This meeting is designed to walk you through the tax preparation process at Martin Management Solutions. We will review our tax document collection process, client intake requirements, secure document submission, preparation timelines, review and approval procedures, filing deadlines, and post-filing communication.We will also discuss your responsibilities as a taxpayer, how to communicate with our Tax Department, and what to expect throughout the tax preparation process.Please have any relevant...

Starting at
Free
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David A Norman SR

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...

Starting at
$250.00
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Your Credit BFF

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at
$297.00
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Diamond Senior Living

Diamond Senior Living

Meet with Tiffany

"Fast, Focused Financial Advice"Busy schedule? No problem. With over a decade of experience, Tiffany can help you navigate key financial decisions and provide actionable advice tailored to your unique situation. From budgeting to investing, she offers concise and effective guidance that fits into your day. Book your session with Tiffany now and see how a little time can make a big difference.Notable Accolades:Chief Operations Officer of Meridian Venture PartnersExecutive Professional at Universa...

Starting at
Free
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Angel Hartfield

Angel Hartfield

15 Minute Meeting

Welcome to Legna Financials! We know your time is limited, so please schedule a short 15-minute consultation. We can help with anything from personal budgeting and business bookkeeping to taxes and advisory services.

Starting at
Free
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Foundrs

Foundrs

Kennismaking met Silke

Maak kennis met Silke in een korte, doelgerichte sessie van 15 minuten. Deze kennismaking biedt een overzicht van de samenwerking, verwachtingen en mogelijke vervolgstappen. U kunt uit de sessie halen wat u kunt verwachten van de samenwerking, welke meerwaarde Silke biedt en hoe dit aansluit bij uw doelstellingen. Deze sessie is ideaal om snel af te stemmen en een basis te leggen voor toekomstige contacten.

Starting at
Free
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Moses Nelson

Moses Nelson

Financial Strategy Consult Call

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won't outlive — all while protecting your family's future.In this consult, we'll explore indexed strategies that:Grow your money with index-linked gains — and no losses when the market dropsProvide tax-advantaged access to cash when you need itCreate a reliable stream of income you can count on for lifeSecure lifelong coverage and peace of mind for the people you loveBuild a legacy that lasts for generationsBoo...

Starting at
Free
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Mz. Bee

Mz. Bee

Legacy Financial S.Y.S.T.E.M.S. Call

Questions about the Legacy Financial S.Y.S.T.E.M.S. class or Legacy Crown Enterprise? Book a call with Mz. Bee to talk about the class, what you'll learn, and your next step toward financial legacy.Connect with Legacy Crown Enterprise: Web — legacycrownent.com · Facebook — facebook.com/LegacyCrownEnt · YouTube — @Legacycrownent

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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