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 (84) Estate planning (12)

Top legal & finance professionals

M

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

S

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

3

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

C

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

C

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

C

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

B

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

D

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

Y

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

D

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

A

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

G

Gerardo Ammaury Flores Sánchez

Pensión ISSSTE

Asesoría de 30 Minutos Pensión ISSSTEGerardo Ammaury Flores SánchezEspecialista Pensión ISSSTETelefono: 55 5550 9813 Ext.124WhatsApp: 52 55 1567 4975

Starting at

Free

M

Michelle Smith

Accountant Power Hour

Need in-depth guidance - book a consultation with our accountant. If you want to provide a list of questions in advance you certainly can - it sometimes helps us to make sure we're prepared. We want you to go away with a clearer head feeling more confident about understanding your finances.PRICE: £300 (inc VAT)Payment TermsAs soon as you book you'll be sent a link to the payment page.Payment is non-refundable unless notice of cancellation is given at least 12 hours before the appointment. Cancel...

Starting at

£300.00

C

Client Success Manager

Credit Repair Consultation

Take the first step toward improving your credit with a Credit Repair Consultation. During this 15-30 minute session, we will:Review Your Credit Report to assess your current financial standing.Identify Negative Items impacting your credit score.Discuss Personalized Strategies to rebuild and strengthen your credit profile.Whether your goal is to qualify for a loan, secure lower interest rates, or achieve financial stability, we’re here to guide you. Book your consultation today and start your jo...

Starting at

Free

I

ISA Consultora Contable y Fiscal

(2)ASESORÍA 1:1 PERSONAS FÍSICAS

¿TIENES DUDAS SOBRE LA SITUACIÓN CONTABLE O FISCAL DE TU NEGOCIO?Estás en el lugar indicado, soy ISA Contadora Fiscalista independiente y consultora certificada. Mi propósito es ayudar a las MiPyMes, emprendedores, profesionistas o freelancer; a ordenar, estructurar y planificar sus finanzas para lograr el éxito en sus negocios!Por medio de esta asesoría podemos tratar temas como:Elegir el régimen fiscal más conveniente para ti.Obligaciones fiscales que debes cumplir.Nóminas y seguridad social.C...

Starting at

MX$1,300.00

R

RROIEL ORTIZ

Executive Strategy Session

Step into a world where your business and financial future are treated with the utmost care and exclusivity. Our Executive Strategy Session is not just a consultation—it's a curated, one-of-a-kind experience designed for high-level business owners and professionals who demand the best.From the moment you book your session, our team takes care of all the details. We provide personalized accommodations, ensuring that every aspect of your experience reflects your unique needs and aspirations. Wheth...

Starting at

$17,000.00

R

Robin D. Schupelius

Kostenlose Beratung Vermögensschutz

Krisenszenarien allerorten.Bargeld schwindet und verliert an Wert, Aktienmärkte wackeln und bringen doch Heilsversprechen, Digitalwährungen werden als Lösung angepriesen, Versicherungsguthaben liegen weit unter den versprochenen Werten und sind durch §314 VAG sogar vom Totalverlust bedroht.Rohstoffe, Gold, Silber werden angepriesen, aber mancher hat auch schon vom Thema Goldverbot (oder Silberverbot) gehört.Immobilien halten möglicherweise auch nicht was sie versprechen, wenn der übergriffige St...

Starting at

Free

P

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at

Free

T

Tax Smartermo

Premium Consultation

Our Premium Consultation provides a comprehensive, in-depth analysis tailored to your financial or business needs. This consultation is ideal for individuals or business owners who require advanced tax strategies, detailed bookkeeping solutions, or want to optimize their financial management. We'll dive into your business structure, long-term goals, tax planning, cash flow management, and any specific challenges you face. You’ll receive a customized strategy and actionable steps to elevate your...

Starting at

$200.00

N

NAF Black Impact

30-Minute Mortgage: Credit Score Boost!

We're Spilling the Tea for Free!Thinking about buying a home but worried about your credit score? You’re not alone. We’re pulling back the curtain on what REALLY impacts your score and showing you quick fixes and long-term strategies to get it mortgage-ready.If you’re asking:“What credit score is needed to buy a house?”“How can I boost my credit before applying for a mortgage?”“Does a higher credit score get me a lower mortgage rate?”👉 This FREE, class has the answers!Why Pull Up?✅ Because kno...

Starting at

Free

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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