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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 (415) Tax preparation (121) Financial planning (341) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

Matt Schuberg

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Starting at
Free
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Zakir Hussain

Zakir Hussain

Accounting Software Migration

Accounting Software Migration Discovery Call

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

20-min Discovery Call W

Book a 20-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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Traction Bookkeeping, LLC

Traction Bookkeeping, LLC

Discovery Call

During this complimentary Discovery Call, we'll discuss your bookkeeping needs and determine the best way I can support you.To ensure we make the most of our time together, please answer all required booking questions when scheduling your call.This complimentary Discovery Call is reserved for new clients only. If we've already had a Discovery Call together, I'd love to continue the conversation! Please book a Paid Consultation for follow-up questions, bookkeeping advice, QuickBooks guidance, or...

Starting at
Free
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Piero Di Bello

Piero Di Bello

Prenota la tua Consulenza Gratuita

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

Starting at
Free
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Jacques Jean-Baptiste, MBA

Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families.  Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

Starting at
Free
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John Sim

John Sim

Complimentary In-Person Consultation (60-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions you may have.It is to help you understand how a professional estate planner can assist in the planning of your estate plans, to understand the pros and cons of distributions you make and to recognise some blind spots in your initial plans.

Starting at
Free
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Empress Josephine

Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Starting at
Free
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Liz Galvan

Liz Galvan

📜 15-Minute Consultation / Consulta de 15 Minutos

🇺🇸 EnglishHave questions before getting started? We’ll go over the document preparation service you’re interested in, what’s included, what information you’ll need, and the next steps to get started.Services Available:Revocable Living Trust PackageEssential Will PackageNevada Property Deed PreparationPower of Attorney PackageIndividual Power of AttorneyNevada Homestead DeclarationDISCLAIMERI AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATI...

Starting at
Free
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Servicios RR Asesoría y Consultoría SL

Servicios RR Asesoría y Consultoría SL

RENTA: Reunión de 30 minutos

Reserva tu sesión para la rentaNos encantará reunirnos contigo durante 30 minutos para recoger toda la información necesaria y asegurarnos de que aproveches al máximo las ventajas fiscales disponibles.📅 Al reservar, recibirás un email con el enlace de Zoom y un recordatorio 30 minutos antes de la cita. Si prefieres una llamada telefónica en lugar de Zoom, indícalo al hacer la reserva.⌛ Somos puntuales, pero podemos esperar hasta 10 minutos. Si no puedes asistir, por favor cancela o reprograma...

Starting at
Free
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Lela Randle-Wells, EA

Lela Randle-Wells, EA

Discovery Call

This call is to discuss your business needs & desires for your company and yourself and how I can help you reach those goals.

Starting at
Free
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Bakir AlAni

Bakir AlAni

15 Minute Free Consultation "No Obligation"

Schedule a complimentary 15-minute consultation with one of our TaxTechFS professionals. During this call, we’ll review your situation, answer your questions, and outline how our services can best support your personal or business tax goals.Whether you’re looking to file taxes, plan for the upcoming season, or discuss business compliance and bookkeeping, this session is designed to give you clarity and next steps — at no cost or obligation.

Starting at
Free
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Wendy González - Comercial Bosstic

Wendy González - Comercial Bosstic

Black Sheep - Descubre el Sistema Exclusivo para Modelos Webcam

Descubre el Sistema Exclusivo para Modelos WebcamAyudamos a modelos webcam a que dejen de perder su ganancia pagando impuestos con la estrategia.“BLACK SHEEP TAXES”

Starting at
Free
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Sanjev Kainth

Sanjev Kainth

Tax planning meeting - 60 Minute Zoom Meeting

Book a meeting with me for 60 minutes.

Starting at
Free
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Sonya Deal

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at
$100.00
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Karitsa Kerns, CPA, EA

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Starting at
$500.00
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Joseph

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at
Free
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Luntadila Paulo, CPA, MBA

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory

Starting at
Free
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Patricia C_Turning Pt Bookkeeping

Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover Call During this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt BookkeepingNo-Show Policy for Paid Meetings: Clients who do not attend their scheduled meeting and fail to provide at least 24 hours' notice will forfeit the meeting fee. No refunds, rescheduling, or credits will be issued for missed appointments without the required...

Starting at
Free
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Chris

Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

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 4.8 out of 5.

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