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 (401) Tax preparation (114) Financial planning (337) Bookkeeping (81) Insurance consulting (80) Estate planning (14)

Top legal & finance professionals

L

Lauren Pride

General Notary Appointment (Mobile)

Mobile notary service for personal and business documents . This booking collects the $50 administrative fee to confirm your appointment.This appointment covers 30 minutes .Travel fees will apply and will be invoiced separately.👉 Booking & Payment TermsPayment: All fees are due at the time of booking to confirm your appointment.Administrative Fee (non-refundable): The admin/clerical fee secures scheduling, communication, document prep review, and compliance checks. If you reschedule, the sa...

Starting at

$50.00

C

Cynthianna Powell

Employment Eligibility Signing (I-9)

We serve as your authorized representative to complete Section 2 of the I-9 form for remote hires. This is not a notarization, but a verification service for employment eligibility.Includes:I-9 document reviewForm completion and employer coordinationIdentity verification per USCIS standardsWhat happens next?You'll receive a confirmation email with all the details. Your responses will be reviewed and we will be in touch to confirm everything.Appointment Time!• We meet at your chosen location, ver...

Starting at

$40.00

R

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

C

Cynthianna Powell

Real Estate Closing Signing

We partner with title companies, lenders, and realtors to make closing smooth and stress-free. Whether it's a purchase, refinance, seller package, or HELOC — we’ll make sure it's signed, sealed, and done right.Includes:Full loan package signingScanbacks or drop-off coordination (if needed)Oregon-compliant, background-screened notariesPlease confirm if printing is needed ahead of time.What happens next?You'll receive a confirmation email with all the details. Your responses will be reviewed and w...

Starting at

$160.00

C

Casondra Goldsborough

Medical Bills First Works 60 Minute Meeting

The First Work includes making a list of all inaccurate, misrepresented, invalid, unverifiable, outdated, errors and incomplete items on a client’s credit profile associated to Medical Bills, and request, to the extent permitted by 15 U.S.C § 1681b which is the law.

Starting at

$100.00

R

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

I

Ireen

I-9 Employment Verification

Authorized representative for remote I-9 employment verification. We verify your identity and work eligibility accurately and promptly for employers.

Starting at

$45.00

C

Christian Gottschling

15 Minuten Telefonat Erbengemeinschaft

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 wir Sie anrufen sollen.3. Teilen Sie uns Ihr Anliegen mit Was ist Ihr Anliegen für das Telefonat?

Starting at

Free

J

Jasmine Howard

Discovery Call: Individual IRS Issues 30 Mins

A 30-minute discovery call to review your IRS situation and explore potential resolution options. This is not a sales pitch — it’s a chance for us to understand your challenges, answer your initial questions, and outline possible next steps. You’ll leave the call with clarity on your situation and whether working together makes sense.

Starting at

Free

M

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at

Free

H

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at

Free

L

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at

Free

L

Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at

Free

E

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at

Free

I

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

J

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at

Free

N

Nichole Shelton JD MBA MSCTA

Quick question / need advice

This type of appointment is for someone who just wants some quick advice. This is typically via phone call (but can be by Zoom.) In person appointments are not booked here!! Once you book, if you need to change your preference, you can let us know. We do our best to accommodate.Times outside what you see available get and in-person meetings are both available on a case-by-case basis, based on her personal availability and discretion. If you desire an alternate time or in person meeting, email ni...

Starting at

$100.00

Y

Yannick Schwartz

GmbH kaufen oder Firma sauber verkaufen

In diesem 1:1 Gespräch klären wir gemeinsam, wie du ohne Papierkrieg, ohne Chaos und ohne böse Überraschungen deine GmbH übernehmen oder deine bestehende Firma sauber verkaufen kannst.In ca. 30 Minuten bekommst du:eine ehrliche Einschätzung, ob ein GmbH-Kauf, eine Übernahme oder ein Verkauf in deiner Situation sinnvoll ist.einen klaren Überblick, wie der Prozess mit Firmando konkret abläuft.eine realistische Zeitlinie, wie du innerhalb von 24–48 Stunden nach Notartermin geschäftsfähig sein kanns...

Starting at

Free

I

Inc. to Inc. Justice Hub

Smart Justice Partnership: (Attorneys Only)

ATTENTION SMALL FIRM and LARGE FIRM ATTORNEYS: Elevate Your Practice with a Strategic Partnership from Smart Justice ConsultingInc. to Inc./Smart Justice Consulting, is offering exclusive Attorney Partnership Meetings for small firm attorneys seeking innovative ways to expand their client services, meet court expectations, and enhance public safety outcomes.Through a donor-supported and vendor-based partnership, we deliver critical services that complement your legal practice, including:Customiz...

Starting at

Free

I

Inc. to Inc. Justice Hub

Smart Justice Consultation (60 minutes)

Smart Justice Onboarding Consultation!Welcome to your 1-hour onboarding session, designed to set the foundation for your journey toward a second chance. During this empowering session, we will:Welcome introduction to Smart Justice Consulting ServicesComplete the onboarding packet.Process or schedule your payment for retainer.Assign your dedicated Justice Coach.PAYMENT ISSUES: Please Call 813-934-0957 or email: [email protected] with any issues.LOCATION OF MEETING:(Only if meeting in-person)9000...

Starting at

$250.00

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 4.8 out of 5.

Browse more categories

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required