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 (413) Tax preparation (121) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

B

Bakir AlAni

15 Minute Free Consultation "No Obligation"

Schedule a complimentary 15-minute consultation with one of our TaxTechFS professionals. During this call, we’ll review your situation, answer your questions, and outline how our services can best support your personal or business tax goals.Whether you’re looking to file taxes, plan for the upcoming season, or discuss business compliance and bookkeeping, this session is designed to give you clarity and next steps — at no cost or obligation.

Starting at

Free

J

John Sim

Complimentary In-Person Consultation (60-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions you may have.It is to help you understand how a professional estate planner can assist in the planning of your estate plans, to understand the pros and cons of distributions you make and to recognise some blind spots in your initial plans.

Starting at

Free

J

Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families. Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

Starting at

Free

E

Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Starting at

Free

L

Liz Galvan

📜 15-Minute Consultation / Consulta de 15 Minutos

🇺🇸 EnglishHave questions before getting started? We’ll go over the document preparation service you’re interested in, what’s included, what information you’ll need, and the next steps to get started.Services Available:Revocable Living Trust PackageEssential Will PackageNevada Property Deed PreparationPower of Attorney PackageIndividual Power of AttorneyNevada Homestead DeclarationDISCLAIMERI AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATI...

Starting at

Free

Z

Zakir Hussain

Accounting Software Migration

Accounting Software Migration Discovery Call

Starting at

Free

S

sFoundation Inc.

20-min Discovery Call W

Book a 20-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at

Free

T

Traction Bookkeeping, LLC

Discovery Call

During this complimentary Discovery Call, we'll discuss your bookkeeping needs and determine the best way I can support you.To ensure we make the most of our time together, please answer all required booking questions when scheduling your call.This complimentary Discovery Call is reserved for new clients only. If we've already had a Discovery Call together, I'd love to continue the conversation! Please book a Paid Consultation for follow-up questions, bookkeeping advice, QuickBooks guidance, or...

Starting at

Free

M

Marquisha Eddington Williams

Business Formation and Compliance Services

Looking to start or grow your business? Our Business Formation & Compliance Services provide everything you need to establish and maintain your company with confidence.Services Include:Business Formation: Assistance with LLCs, corporations, nonprofits, and other entity types.State Compliance: Guidance on meeting state-specific requirements, including annual reports and licensing.EIN Registration: Help obtaining your Employer Identification Number (EIN) from the IRS.Operating Agreements: Draf...

Starting at

Free

A

Avvocato Michele Vitale

STANDARD CONSULTATION (with Associate)

You will speak with my Legal Associate (trained by me and within my firm).over 30 minutes of personalized Online Legal Consultation, in English.Video Call via Google Meet or phone: choose your preferred method.Easy and immediate booking: after payment, you will receive an email within 24 hours with a link to our shared calendar to choose your preferred day and time.Simple and secure payment with Credit Card, Debit, Prepaid, PayPal, or Bank Transfer (via payment link).Consultation guaranteed with...

Starting at

€190.00

R

Richard S Anderson

Trust Document Notarization

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

5 (1 review)

Starting at

Free

A

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover Call During this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt BookkeepingNo-Show Policy for Paid Meetings: Clients who do not attend their scheduled meeting and fail to provide at least 24 hours' notice will forfeit the meeting fee. No refunds, rescheduling, or credits will be issued for missed appointments without the required...

Starting at

Free

C

Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

Starting at

Free

W

Wendy González - Comercial Bosstic

Black Sheep - Descubre el Sistema Exclusivo para Modelos Webcam

Descubre el Sistema Exclusivo para Modelos WebcamAyudamos a modelos webcam a que dejen de perder su ganancia pagando impuestos con la estrategia.“BLACK SHEEP TAXES”

Starting at

Free

S

Sanjev Kainth

Tax planning meeting - 60 Minute Zoom Meeting

Book a meeting with me for 60 minutes.

Starting at

Free

S

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at

$100.00

K

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Starting at

$500.00

J

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at

Free

L

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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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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