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 (75) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

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

J

Jane S Wilson, LLC | Immigration

Follow-Up Meeting

Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at

Free

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Nichole Shelton JD MBA MSCTA

Schedule 6-minute CLE Survey

Nichole is conducting research on the experiences and needs of business owners and legal professionals. The survey questions are quick and painless but will give insight on attorneys and business owners like you and what is needed to help improve your practice or business. We'll be sharing the anonymized results with all participants, which could provide valuable insights for your practice. The survey takes only 6 minutes (usually less) to complete, and we'll share the anonymized results with al...

Starting at

Free

G

Grupo FM

Consultoria Estratégica de Imigração para os EUA

Os Estados Unidos oferecem dezenas de categorias de vistos, e cada uma exige requisitos específicos. Escolher o visto errado pode significar perda de tempo, dinheiro e oportunidades.Nesta consultoria individual, você terá uma análise estratégica do seu perfil imigratório, feita por especialistas que conhecem as rotas possíveis para brasileiros, ítalo-descendentes, investidores, estudantes, profissionais qualificados e famílias.Durante a sessão, vamos analisar:Sua cidadania (brasileira, italiana,...

Starting at

€150.00

G

Grupo FM

Abrir Empresa nos EUA

Abrir uma empresa nos EUA pode ser mais simples do que parece, mas uma escolha errada — seja no tipo de estrutura, no estado de registro ou no entendimento das obrigações fiscais — pode gerar custos desnecessários e problemas sérios no futuro.Nesta consultoria estratégica e personalizada, você vai receber orientação prática sobre:Diferença entre LLC e Corporation e quando usar cada umaMelhores estados para registrar sua empresa (Flórida, Wyoming, Delaware, entre outros)O papel do Agente Registra...

Starting at

€150.00

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

F

Fedor Pankratov - Goldman Solutions

Первичная консультация: Переезд в Великобританию через бизнес и инвестиции

Первичная консультация: иммиграция в Великобританию через бизнес и инвестицииВ ходе консультации вы узнаете:доступные иммиграционные маршруты через бизнес и инвестиции;этапы иммиграционного процесса: виза, постоянное проживание и гражданство Великобритании;варианты нашей поддержки;ответы на ваши вопросы по иммиграции.Важная информация:Пожалуйста, записывайтесь только в том случае, если вы планируете запуск бизнеса или инвестиции в Великобритании.После записи вы получите приглашение в Google Meet...

Starting at

£120.00

D

Dr. 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

C

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

P

Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Starting at

Free

R

Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

Starting at

Free

K

KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Starting at

PHP 99.00

O

Obsidian Adebayo

Investor Consultation (Creator Economy)

The creator economy is one of the fastest-growing sectors — but identifying real opportunities requires sharp analysis and strategic alignment.In this session, I’ll work with you to:Clarify your risk appetite and investment targetsWalk through current opportunities and market trendsShare actionable recommendations on how to approach this spaceIf you’d like ongoing sourcing of creator economy businesses, I also offer a retainer-based service for deeper deal flow support.

Starting at

£2,500.00

H

Hdg Bookkeeping LLC

Discovery Call

First call to discuss what I can do for your business and cost for services.Please answer the required questions in order for me to give you the most accurate pricing. Pricing is based on amount of work.

Starting at

Free

S

Sofia Rocha e Silva

🛟 Explica-me os impostos

Sessão individual de 2 horas para trabalhadores independentesEsta sessão consiste numa explicação, da minha parte, de como funcionam os impostos para trabalhadores independentes para o teu caso em concreto.Pontos da estrutura da sessão:O que é/como funciona o regime simplificadoResumo das obrigações mais importantes para trabalhadores independentesSegurança SocialIVAIRSQuais são os prazos a cumprirQuais são as declarações a entregarEmissão de faturasAjudas específicas (mediante envio prévio de i...

Starting at

€90.00

B

BarrettStacey Accounting Limited

Discovery Call with BarrettStacey Accounting

This link is to book a short discovery call. Please allow up to 15 minutes of your time 😊Please ensure the correct telephone number is entered, and provide as much information as possible to help me prepare for our call.If insufficient information is provided, we may need to reschedule our call.Video calls are available on request.I am looking forward to speaking with you and getting to know you and your business.Speak soon...Angie from the BarrettStacey Accounting Team 🤩.

Starting at

Free

S

sFoundation Inc.

20-min Free Accounting, Finance, or Bookkeeping Consultation Yelp

Book a 20-minute free accounting, finance, or bookkeeping consultation call with us.

Starting at

Free

E

Elite Consulting

📅 Prenota la tua Consulenza di 30 Minuti

👉 Ogni anno guadagni 100 e te ne restano solo 40. Lo Stato è il tuo socio occulto e prende più di te.Se resti fermo, rischi multe, controlli retroattivi e persino il blocco dei conti.Con Elite Consulting ribalti il gioco: strutturiamo la tua azienda all’estero, ti proteggiamo legalmente e ti mostriamo come ottenere residenza e 0% tasse in totale sicurezza.💼 Durante la call ricevi:Analisi chirurgica della tua situazione fiscaleLa giurisdizione perfetta per il tuo business (Wyoming, Delaware…)Il...

Starting at

Free

N

Nico Fora

The Financial Power Hour

Here's what you get in your 60-minute Financial Power Hour:✅ Your real savings target - Find out exactly how much you actually need✅ Your 2-3 biggest financial obstacles - We pinpoint what's slowing you down right now and what to do about each one✅ Your honest timeline - Know exactly when you'll reach your objective based on where you are today✅ Your starter action plan - The exact next steps to take, in orderYou'll walk away with a clear plan and the tools to execute it.Spots are limited, s...

Starting at

€125.00

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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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