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 (369) Tax preparation (105) Financial planning (340) Bookkeeping (75) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

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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

A

Adam Hernandez

Chat with Adam - Your Texas Mortgage Lender

Whether you're looking to purchase a new home, refinance your existing mortgage, or explore home equity solutions, I can offer personalized guidance tailored to your financial goals.I can help you understand the various loan products available, assess your eligibility, and determine the best strategy to secure favorable terms. This collaborative approach ensures you feel confident and informed as you make significant decisions about your home investment.Adam H. - Your Texas Mortgage Lender

Starting at

Free

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

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RedIntegration

Eliminate your personal debt by self-banking with retirement funds!

Do you have personal debts that you are cycling every month?Credit cards, car payments, personal loans and student loans?Is this creating a drag on your personal financial goals and retirement savings?Does your abysmal debt-to-income ratio make you ineligible for a home mortgage?Is this crushing debt destroying your credit rating?Eliminate your personal debt by self-banking with retirement funds!Did you know that you can borrow from a 401(k) to pay these debts down and reimburse your own retirem...

Starting at

Free

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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

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Book a Appointment

Dubai Global Holding

🇹🇷 Lütfen toplantınız için uygun bir gün ve saat ayarlayın.Toplantının verimli geçmesi için lütfen gerekli soruları ve belgeleri önceden hazır bulundurun.🇺🇸 Please arrange a convenient day and time for your meeting.In order for the meeting to be productive, please have the necessary questions and documents ready in advance.🇦🇪 يرجى تحديد يوم ووقت مناسبين لاجتماعكم. ولضمان نجاح الاجتماع، يُرجى تجهيز الأسئلة والوثائق اللازمة مسبقًا.🇷🇺 Пожалуйста, согласуйте удобный день и время для встречи.Чтобы вс...

Starting at

Free

J

Jasmine Rice

Profit and Cash Flow Analysis

Ready to take control of your Shopify store’s finances? During this call, we’ll dive into your business journey, revenue goals, and key challenges. We’ll discuss:Your current financial management setup, including accounting, CFO strategy and tax strategy.Specific pain points, like cash flow management or reconciling Shopify fees.Your financial goals for the next 12 months, whether it’s scaling, improving profitability, or streamlining operations.How my firm’s e-commerce expertise can help you ac...

Starting at

Free

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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

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Taxsmartermo

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

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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

A

Ata Solak

High-Budget Property Investment Diversification

Maximize your high-value portfolio with a bespoke global diversification strategy. We'll analyze international markets, assess risk profiles, and recommend strategic asset allocations to optimize returns and ensure long-term wealth preservation.The following questions are designed to help us prepare for our discussion. You're not required to answer them in written form if you have privacy concerns. We can address these topics during our call, to the extent you're comfortable sharing. Your privac...

Starting at

$250.00

J

Jeremy Christensen

VIP Half Day

Join me for a 4 hour 1:1 consulting session tailored to your Expat financial needs. We'll conduct a thorough analysis of your current financial structure and develop a personalized, tailored plan to safely and efficiently reorganize your finances for a seamless Expat transition.I'll provide custom recommendations for Expat-friendly financial institutions, account types, useful financial apps, common scams/pitfalls, and discuss how to keep your money safe from scammers but fully accessible to yo...

Starting at

$1,000.00

E

Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y...

Starting at

Free

B

Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Starting at

Free

N

Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at

Free

M

Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at

$250.00

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Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Starting at

Free

C

Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals. - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Starting at

Free

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Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

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 4.9 out of 5.

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