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 (387) Tax preparation (109) Financial planning (337) Bookkeeping (77) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

E

ES ABOGADO EXTRANJERIA

ONLINE CONSULTING

Consultations are made through videoconference via Google Meet (duration 45 minutes). Telephone consultations are also possible (we do not make international calls), and can be made through the whatsapp application once the consultation has been booked and paid for.Cancellations with refund of the amount paid can be made within 48 hours of the event, counting working days. In the event that the cancellation is made within 48 hours prior to the scheduled date, the amount paid will not be refunded...

Starting at

€49.00

P

Piero Di Bello

Consulenza Personalizzata Basic

Pianifichiamo il tuo futuro insieme!Acquista la consulenza personalizzata e sarò al tuo fianco per:✅ Scegliere la miglior successione per il tuo patrimonio.✅ Proteggere il tuo patrimonio presente e futuro.✅ Ridurre la pressione fiscale in modo legale.✅ Organizzare la transizione generazionale della tua azienda.✅ Analizzare e tutelare il tuo patrimonio attuale.✅ Costruire un futuro sicuro.✅ Ottimizzare la struttura aziendale.✅ Scrivere lo statuto sociale perfetto per la tua società.Per la...

Starting at

€140.00

K

Katrina

Notary Appt Consult

Notary Appt Consult. We will discuss location, time and address, document type, and pricing.

Starting at

Free

T

Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at

Free

H

Heights Accounting

Existing Client ONLY - 2026 Individual Tax Return with Rental Property

Ready to prepare your 2026 Individual Tax Return with Rental Schedule with us at Heights Accounting’s office!Book a meeting with me today! If you require a different appointment time, please contact the office:Jeff – 0412 841 803Mandy – 0418 348 088Please note:Before your appointment, please prepare and bring all documents required to complete your ITR. Being prepared is the best tax deduction!We recommend allowing sufficient time before booking your appointment so that information from the ATO...

Starting at

Free

D

Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

Starting at

Free

K

Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at

Free

G

GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at

Free

C

Corey M Stackhouse, CFP®

(45 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

A

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at

Free

R

Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at

Free

N

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

S

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

D

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

G

Greg Wilson

Commercial loan Consultation

Describe your loan request.

Starting at

Free

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

G

Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

A

Au nom de la Liberté

Appel stratégique gratuit - Au nom de la liberté

Réserve 20 minutes avec Eric & Alex pour faire le point sur ta situation.Structuration juridique (LLC US), comptes bancaires internationaux, confidentialité numérique, Bitcoin, résidence fiscale de repli — on identifie ensemble la stratégie adaptée à ton profil.Ce que tu obtiens dès cet appel :— Un diagnostic de ta situation fiscale et patrimoniale— Une recommandation personnalisée (Affranchi, Spectre ou Prometheus)— Des réponses concrètes, pas de la théorieTu es entrepreneur, freelance ou i...

Starting at

Free

U

Uddhav Krishnarao Tulshibagwale

Udyam Investments Appointment

Official Work

Starting at

Free

E

Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

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 4.8 out of 5.

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