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

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ACCT Services - Bookkeeping

Bookkeeping Clarity Call

Let’s bring clarity to your books.I help small-business owners stay organized and confident by keeping their books clean and clear.During this complimentary 30-minute call, we’ll talk about your business, your current bookkeeping process, and any challenges you are facing.We’ll see whether my bookkeeping services are a good fit and discuss next steps if they are.Please note: This call is for prospective bookkeeping clients and is not tax advice or a tax-preparation consultation.

Starting at

Free

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Jack Dixon

Team Mtg

Team meeting booking link for any of the below:run through final queries on a jobBrief on a job before beginningDebrief on a jobetc

Starting at

A$1.00

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Sibo Armstrong at Tickdoc

Bookkeeping and/or MTD review

Bookkeeping review

Starting at

£75.00

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Barnhart Financial Group

Barnhart Financial Group - Mortgage Protection Appointment

Schedule a Mortgage Protection Appointment for a concise, focused session designed to help you understand options for safeguarding your home loan and your family’s financial security. In 20-30 minutes, you’ll receive a clear overview of available mortgage protection products, potential costs, and personalized next steps.Attendees can expect practical guidance, actionable recommendations, and answers to their questions to help them make informed decisions. This ses...

Starting at

Free

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Assurconseils - L'assurance d'être bien couvert

Conseil personnalisé – 30 min (CHF 60.–)

Objectif : Répondre à une ou plusieurs questions ciblées liées à vos contrats ou à un produit d’assurance.Vous avez des questions précises concernant un contrat, une couverture, un produit, ou vos droits ? Nous vous apportons des réponses claires et objectives selon votre situation, les textes légaux (LCA) et les conditions générales d’assurance.👉 Exemple d’utilisations :Comprendre une clause dans votre contratAnalyser une offre ou une proposition d’assuranceRépondre à un refus de prise en char...

Starting at

CHF 60.00

B

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos habl...

Starting at

Free

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Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

B

Broker Seguros

Seguro de protección patrimonial 🏦

💰 Proteja su patrimonio, el de su familia o empresa¿Ha pensado que pasaría si uno de los socios de su empresa o negocio fallece?Le ayudaremos a proteger sus activos sin afectar las utilidades de su empresaIdeal para:Empresarios que no tienen un plan de continuidad en su empresaDueños de negocio que quieran proteger sus bienesEmpresas con pagos de ISR altosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija...

Starting at

Free

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Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

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Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

A

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

D

Dan Jones

Turning 65

I'm turning 65 soon, now what? Medicare can be overwhelming and confusing. No doubt, you've received a lot of mail from different companies. Schedule this meeting to learn what you need to know about Medicare. We'll have in-depth conversation about Medicare choices, including understanding how Medicare works, what it covers and what it does not cover. What choices are there to cover what Medicare does not cover and what your needs are for prescription drug coverage, doctor accessibility, tra...

Starting at

Free

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Dan Jones

Employee Benefits Enrollment Session

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

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Jane S Wilson, LLC | Immigration

Intro Meeting

Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at

$57.00

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DigitalDetectives

🔍 Coaching Intensif – 1 heure

Bénéficiez d’une analyse complète et de recommandations concrètes sur votre situation grâce à ce coaching intensif avec un ancien inspecteur de police judiciaire.✅ Analyse approfondie✅ Élaboration d’une stratégie claire et réaliste✅ Recommandations pratiques et sécurisées✅ Explication des leviers légaux disponibles👉 Idéal pour obtenir un plan d’action structuré et avancer sereinement.

Starting at

CHF 200.00

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IRS Reply

Onboarding Call

Let’s finalize your onboarding. We’ll collect signed authorizations, ensure payment is complete, and begin work on your IRS case. This session gets everything officially started.

Starting at

Free

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Jane S Wilson, LLC | Immigration

Follow-Up Meeting

Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at

Free

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Fedor Pankratov - Goldman Solutions

Initial Consultation: UK Business & Investment Immigration

Initial Consultation: UK Business & Investment ImmigrationThis consultation is intended for individuals considering UK immigration through business or investment routes.During the consultation, you will understand: UK visa routes via business & investment options; Immigration process: visa, permanent residence & British citizenship; Our assistance options; We will aim to answer your immigration questions.Important Information: Please book only if planning to launch a business or inve...

Starting at

£120.00

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Ruth David

Refusal Consultation

Had your Canadian visa refused? Whether it’s for permanent residence, study, work, or visitor purposes, we're here to help you understand what went wrong—and what to do next.In this consultation, we carefully review your refusal letter and GCMS notes, assess the strengths and weaknesses of your application, and explain the factors that may have led to the refusal. Based on your unique situation, we’ll guide you through possible next steps—reapplying, appealing, or exploring other suitable pathwa...

Starting at

CA$100.00

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Ruth David

Spousal Consultation

Our Spousal Sponsorship Consultation is designed for Canadian citizens and permanent residents who are planning to sponsor their spouse or partner. If you're ready to take the next step in bringing your loved one to Canada, this one-hour session will give you the expert guidance and clarity you need.During the consultation, we will evaluate your eligibility and walk you through the sponsorship process. We’ll explain the required documents, key obligations, and what to expect at each stage. You'l...

Starting at

CA$120.00

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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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