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 (385) Tax preparation (110) Financial planning (339) Bookkeeping (75) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

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Sense Ananti Group

Free 30 Mins Discovery Meeting

Thank you for scheduling a free 30-minute consultation with Sense Ananti Group!Consultation Structure:• 00:00-05:00 – Introduction• 05:00-20:00 – Client Situation Assessment• 20:00-25:00 – Service Package Presentation• 25:00-30:00 – Q&A/Wrap-Up/Next StepsWe look forward to helping you take the first step towards financial confidence!

Starting at

Free

J

Justin Wells

DROP Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Are you a state employee with DROP (Deferred Retirement Option Program) benefits? Without the right plan, you could lose tens of thousands to taxes or market risks.During this complimentary 30-minute consultation, we’ll help you:✅ Understand your DROP payout options and potential tax impacts.✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.✅ Create a personalized retirement plan to secur...

Starting at

Free

R

Richelle Skrilec

3 Hour Private QuickBooks™ Bookkeeping Training / Consulting

Is your paperwork piling up? Blue Shadow Solutions can help.During this hands-on, interactive online session, you’ll learn how to turn your receipts and paperwork nightmares into a smooth, easy, and effective bookkeeping process using QuickBooks™ Online or QuickBooks™ Desktop. We will share screens and we’ll start by ensuring your books are set up properly. We’ll also enter some of your actual receipts, expenses, invoices, etc. together, and we’ll cover everything from A/R to A/P,...

Starting at

Free

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Shannon Sonneveldt

Free Consultation

This meeting is to talk more in depth about your needs and challenges to understand how I may be able to help.

Starting at

Free

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Julia Berkhout

15min Call

Please book an appointment time that suits you for your Video conferencing or phone call

Starting at

Free

K

Kris Smith

Ask a Bookkeeper - 60 Minutes

Need some help with your bookkeeping but don't really know where to start? Are you stuck and need some guidance working through a problem with your books?Whether you're grappling with categorizing transactions, confused about reconciliations, or would like some advice on how to set up or improve your accounting processes, we are here to lend a helping hand.Bring your questions, concerns, and any relevant documents, and we will work through the problem together. Note that screen sharing is encour...

Starting at

$100.00

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Medlen Bookkeeping

30 Minute Meeting

We’re excited to connect with you for a FREE 30-minute consultation.After you select your meeting date and time, you’ll be prompted to answer a few brief questions. Your responses will help us tailor the conversation to your needs and ensure we’re ready to address your goals efficiently and effectively

Starting at

Free

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Master Accounting and Tax Service

60 Minute Bookkeeping / Sales Tax / IRS Tax Resolution Consultation with Patricia

Book a meeting with Patricia for 60 minutes! Patricia is an Enrolled Agent (EA) credentialed to represent clients before the IRS. She can assist taxpayers with resolving federal and state tax issues. Patricia is also the bookkeeping manager for Master Accounting and Tax Service and can discuss your bookkeeping and sales tax needs. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

Starting at

$129.00

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Gabriela Díaz

Cooperativa

Asesoría personalizada del producto Cooperativa ICIC.Gabriela DíazEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

E

Edwin Hernández • Adactia Seguros

Asesoría Adactia Seguros • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre seguro médico.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y empresarialesTus datos están seguros...

Starting at

Free

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Linda Rodriguez

New to Medicare

Book your personalized Medicare review or enrollment appointment now! Our team of expert advisors is ready to assist whether you're new to Medicare or looking to review your current plan. Please have your current medications (dosage & times per day) and doctors ready so we can ensure we pick the best plan for your healthcare needs. Take charge of your healthcare coverage - book today!

Starting at

Free

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Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at

Free

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Dr Marilyn

PRIVATE MONEY LOAN CONSULT

BOOK YOUR LOAN CONSULT HERE If ANY of these conditions apply:NEED TO FIX UP YOUR PROPERTIES due to Storms or Pending Storm Threats, etc.?STRUGGLING TO GET THE MONEY YOU NEED to upgrade and protect your non-owner occupied properties for the long haul?LOOKING TO PURCHASE ANOTHER PROPERTYto buy, fix & flip or buy, fix & hold?NEED TO REFINANCE to pull Cash Out of your equity for professional development? New business ventures?? New Property Acquisitions?If you’ve got a deal, we’re here to re...

Starting at

Free

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Corey M Stackhouse, CFP®

(20 min ZOOM) Quick Conversation

This is a ZOOM Call for discussing quick topics (Flexible Topic Type)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

T

TheNerryGroup

Peggy - Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£350.00

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Nichole Shelton JD MBA MSCTA

Black Law Street Directory - Featured Attorney Interview

Black Law Street, a national directory website that is launching soon, with the purpose of connecting potential clients with Black attorneys and legal professionals across various practice areas nationally.We would love to feature you in an interview for the Black Law Street YouTube channel and podcast, which can also be linked to your directory profile. The interviews should take no more than 10-15 minutes and can be done on Zoom with Nichole.Thank for agreeing to be featured on the site. Our g...

Starting at

Free

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ES ABOGADO EXTRANJERIA

LEXMOVEA.MX - CONSULTORÍA ONLINE

INFORMACIÓN IMPORTANTE SOBRE SU CONSULTAHorario y Duración: Entendemos que su tiempo es valioso y nuestro principal objetivo es cumplir estrictamente con el horario programado para su consulta. Sin embargo, la hora de comienzo debe considerarse aproximada. La atención personalizada que brindamos puede llevar a que una consulta anterior se extienda ligeramente más de lo previsto.En caso de que esto ocurra, le aseguramos que no afectará en absoluto a su cita. Una vez iniciada, su consulta tendrá l...

Starting at

€49.00

D

Diserae Martinez

30 minute Case Consultation

During this consultation, you'll have the opportunity to present a brief overview of a potential case or challenges within a current case. I'll provide my initial impression based on the information available and outline how my expertise as a legal nurse consultant can support your case. Whether you need help analyzing medical records, identifying strengths and weaknesses, or determining next steps, this session will offer valuable insights to guide your legal strategy,

Starting at

Free

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Lloyd Law Firm, PLLC

JBA Consultation

Book a comprehensive 30-minute consultation with Lloyd Law Firm, PLLC to explore your legal needs in detail. This session is designed to thoroughly assess your situation and provide you with the best possible guidance.Key Features:Duration: 30 minutesLocation: Virtual Focus: Personalized assessment of your legal needsOutcome: Clear understanding of possible legal strategies and next stepsWhat to Expect:Initial Assessment: Brief review of your legal concerns and objectives.Discussion: In-depth c...

Starting at

Free

D

DeTravius Bethea, Esq.

30 Min. Legal Consultation

ATTENTION: All meetings will be virtual until further notice. If we take you as a client, you will receive a $250 credit to your account for this call. In other words, this call will essentially be free. The video link will be in the calendar confirmation.

Starting at

$250.00

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 4.7 out of 5.

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