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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 (377) Tax preparation (110) Financial planning (338) Bookkeeping (76) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

Natasha Carrillo

Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at
Free
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Savvi Global

Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at
Free
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Diamond Senior Living

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at
Free
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Greg Wilson

Greg Wilson

Commercial loan Consultation

Describe your loan request.

Starting at
Free
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Christian Gottschling

Christian Gottschling

15 Minuten Telefonat - Marktbericht Essen 2024

Buchen Sie jetzt einen 1:1 Termin1. Termin wählenWählen Sie einen freien Slot aus.2. Teilen Sie uns mit, wer Sie sind Bitte tragen Sie Ihre Kontaktdaten ein - Name, E-Mail, und die Telefonnummer, unter der ich Sie anrufen soll.3. Teilen Sie uns Ihr Anliegen mit Was ist Ihr Anliegen für das Telefonat?

Starting at
Free
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IRS Reply

IRS Reply

IRS Reply Follow Up (15 Minutes)

This free 15-minute follow-up call is designed to check on your progress, answer any new questions, and guide you through the next steps in resolving your IRS matter. Whether you’re preparing documents, awaiting a response, or reviewing your options—this session keeps things moving forward.

Starting at
Free
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Hdg Bookkeeping LLC

Hdg Bookkeeping LLC

Diagnostic Review

Let me make sure your books are in order and ready for tax season.

Starting at
Free
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Master Accounting and Tax Service

Master Accounting and Tax Service

60 Minute Tax and Business Consultation with Bill

Book a meeting with Bill for 60 minutes! Bill is the owner and primary tax preparer at Master Accounting and Tax Service. Bill has been preparing tax returns for over 21 years. He can assist both individuals and businesses with resolving tax issues, preparing and amending federal and state tax returns as well as addressing business formation issues. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

Starting at
$189.00
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SANDRA SALCIDO

SANDRA SALCIDO

30 Min FirstTaxConsultationBusiness

Thank you for booking your first tax appointment!Make sure you are on time and all of your documents are uploaded to the portal.

Starting at
Free
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Vince A.

Vince A.

Tax Preparation and Filing Appointment

Unifirst Financial & Tax Consultants offers tax preparation services designed to do more than just get your return filed.We help individuals, self-employed professionals, and business owners prepare and file accurately while providing added support beyond tax season. Your booking includes tax return preparation and filing, a mid-year tax review, and 3-year audit protection for added peace of mind.After your booking is reviewed and confirmed, you will receive an email from our office with ins...

Starting at
Free
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Luntadila Paulo, CPA, MBA

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at
Free
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Ager & Co.

Ager & Co.

Dos Declaraciones de la renta (modalidad individual) - VIDEOLLAMADA

Honorarios: 100€ (2 modelos 100).¿Qué incluye?· Rendimientos del trabajo (sin límite de pagadores).· Alquileres (hasta 2 propiedades alquiladas).· Rendimientos de actividades económicas y profesionales (hasta 2 actividades en EDS, EDN o EO)· Deducciones· Rendimientos del capital mobiliario (intereses, dividendos, derechos de suscripción, subarrendamientos).· Venta de 1 inmueble.¿Qué no incluye?Contestación a requerimientos futuros, declaraciones rectificativas, formulación de alegaciones o escr...

Starting at
€100.00
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Sana Hosseini

Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at
Free
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Surya Padhi

Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Starting at
$50.00
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min IN PERSON) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(60 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(60 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
Book now
John Hagerman

John Hagerman

Free Retirement Audit

It takes more than money in the bank to create a great retirement, it takes a great plan. This conversation will give you an opportunity to explore how prepared you are, and where you need help. You'll get a lot of value from the chat, whether you sign up to work with John or not. Guaranteed. Click on the button to schedule your FREE audit.

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 4.9 out of 5.

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