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 (403) Tax preparation (115) Financial planning (337) Bookkeeping (81) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

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Sonya Deal

EXISTING CLIENT Tax Resolution/Penalty Abatatement/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for existing clients for Tax Resolution for returns filed by Tax & Notary Solutions. We can discuss valid penalty abatements, payment plans and tax strategy. In-Person or phone.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12 hours of appointment time will be charged $15.--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.--All "no-show" appointments will be charged 100%...

Starting at

$75.00

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Sonya D. Bright, EA

Tax Problem Triage Call

Received an IRS notice? Not sure what to do next?Schedule a complimentary 15-minute call to discuss your situation and determine whether TaxDecoders is the right fit.All appointments are conducted virtually using secure technology.If you received an IRS notice, please have it available when we speak. Do not upload or email tax documents before your appointment.If your IRS notice has a response deadline, please mention it when completing the booking questions.This is a brief qualification call. I...

Starting at

Free

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Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at

Free

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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®

(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®

(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®

(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®

(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®

(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

J

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

S

Simon Skinner

igi

Are you seeking a reliable investment opportunity with a steady 2% monthly return? Look no further than igi's instant access accounts. Or perhaps you're seeking treasury management services that offer impressive returns for your company's investments. If you're a high net worth investor, we invite you to explore igi's professional funds, designed to maximize your investment potential and generate higher returns than our instant access accounts. Let's start a conversation about how igi can help y...

Starting at

Free

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Simon Skinner

igi Introducers

Are you looking for an exciting opportunity to introduce your clients to a reputable investment company with a proven track record of generating impressive returns? Look no further than igi! Our instant access accounts offer a steady 2% monthly return, while our treasury management services provide a great option for your company's investments. You can make up to 1% passive income for all funds you have introduced.

Starting at

Free

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Shane Rutledge

Multifamily Passive Investing Call - 30 Minutes

I’m excited you’re booking a call with me. I look forward to getting to know you and learning more about your investment goals. Please let me know if you have any questions or anything specific that you want to talk about to help me prepare for our meeting.

Starting at

Free

A

Amazing Financial LLC

Credit Repair

Help clients remove, settle, dispute, clean up, etc on their credit report.DO NOT EXIT AFTER BOOKING. YOU WILLL BE REDIRECTED TO NEXT STEP AND NEXT FORM. *** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward the pricing total. The price listed is a deposit on services. If you are unsure about the services needed and have not had a free consultation already, please book a free...

Starting at

Free

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Enrico Kalinka | Peak Finances

Kennenlernen für Sportler/Triathleten

Im Beratungsgespräch erfährst du:auf welche Weise Du dich finanziell so absicherst, dass du keine Angst mehr vor Verletzungen haben musstwie Du dich finanziell so aufstellst, das du dich um die Zukunft nicht sorgen musstwie Du deine Finanzen so strukturierst, dass Du stets den Überblick hast, wie Du Ausrüstung, Trainingslager und Reisen zu Wettkämpfen finanzierstdich voll und ganz auf dein Training konzentrieren möchtest, statt das Kleingedruckte von Versicherungen zu studierenNatürlich lernen w...

Starting at

Free

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Elizabet Paez Rodriguez

General Notarization

Join Elizabet Paez Rodriguez for a concise Notarization appointment. In this 15-minute session, your document will be notarized efficiently by a qualified notary, with ID verification and any required documentation checked to ensure compliance. Scheduled in the America/New_York time zone, this focused session provides a fast, professional notarization experience.

Starting at

Free

R

Registered Migration Agent - Abeer M H Mafreg

Free 15 Minute Migration Consultation

Book a free Consulation withwith A To Z Migration Australia for 15 minutes!

Starting at

Free

D

Daniel Coulson

Free Case Evaluation

Free Case Evaluation — a complimentary 15-minute session with Daniel Coulson. In this focused consult, you can share a brief overview of your case, receive initial guidance, and learn potential paths forward.

Starting at

Free

A

Alex Alferov @ Vinten Immigration

60-Minute Immigration Consultation

Comprehensive Strategy SessionThis full-length consultation is perfect for clients needing a deeper dive into their immigration plans. We’ll conduct a full review of your background, discuss multiple immigration streams, identify the most strategic path forward, and provide specific recommendations tailored to your goals.Best for: Clients with complex profiles, long-term immigration planning, or multiple questionsIncludes: Full eligibility assessment, detailed strategy, and clear next stepsFee:...

Starting at

CA$250.00

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Jasmine Howard

Notary Intake Call – Let’s See What You Need

Book a quick 15-minute call so we can make sure you’re covered — whether it’s General Notary Work (GNW), a Specialty Form (like medical directives or loan docs), or Remote Online Notarization (RON).I’ll ask a few quick questions and we’ll schedule your appointment from there — mobile, online, or at a neutral location.Please have any documents or questions ready!

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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