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 (391) Tax preparation (107) Financial planning (338) Bookkeeping (78) Insurance consulting (79) Estate planning (12)

Top legal & finance professionals

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Avvocato Michele Vitale

Consultation with Avvocato Michele Vitale

During this session, of +45 minutes:You will speak directly with me, Avv. Michele Vitale, founder of italyget.com (no collaborators, I will personally answer your questions).over 45 minutes of personalized Legal Consultation, in English.Video Call via Google Meet or phone: choose your preferred method.Easy and immediate booking: after payment, you will receive a confirmation email with your preferred day and time for the appointment.Simple and secure payment with Credit Card, Debit, Prepaid, Pa...

Starting at

€300.00

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Angel Hartfield

BookWise Tax

Let's talk taxes!It is that time of year again, and we are ready to review your income, explore your deductions, and get your maximum refund. Please provide the requested information. Once scheduled, we will send you a list of documents and information you need to be prepared for our consultation.Thank you for scheduling your consultation! We look forward to providing your maximum refund!

Starting at

Free

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Jennifer

In-Person Tax Preparation

Clients who prefer in-person tax preparation services may schedule an 1 hour appointment Monday through Friday.

Starting at

Free

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Dustin Wong

Tax Consultation - Review Tax Notice Received

Book a meeting with me for 15 minutes!Send me a copy of the tax notice you received and I can take a quick look to see if it looks reasonable/legitimate and/or explain the reason for the notice and best way to handle it.

Starting at

Free

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Flavia Justice

ITIN Number Aplication

Justice Accounting and Tax does offer ITIN number application appointment services.We can provide assistance and guidance to individuals in the process of applying for an ITIN number. We can provide information on the required documents, help with the completion of the application, and review the application to ensure that all necessary information is included. Additionally, we can answer any questions related to the application process and provide additional resources.

Starting at

Free

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Isna Jean-Louis

Tax Services

Comprehensive tax preparation services for your business or personal taxes made easy.

Starting at

Free

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Lotus Financial Group

15 Minute Tax Preparation Consultation

Private call to discuss your tax concerns and/or issues for the upcoming filing season.We will not go over your tax return during this call.

Starting at

Free

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Brad Hamblen

Refinance Consultation

This is typically a 15 to 30-minute ZOOM call – there’s a visual presentation, so please be on a laptop/desktop. Brad will review monthly payment options, itemization of closing costs, and expectations of the refinance process.

Starting at

Free

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Jennifer Garcia

Free Financial Analysis

Ready to take control of your finances? In this free 30-minute session, we’ll review your current financial situation and explore ways to help you protect your income, reduce debt, build savings, and plan for the future. No pressure—just real help and personalized guidance.

Starting at

Free

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Ben

Discovery Call U-Tel Auditors

U-Tel Auditors specializes in uncovering hidden savings with no upfront fees.This call is a no-obligation opportunity to understand how our audit process works and explore how much your organization could recover or save.

Starting at

Free

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Cory Burnett

FNA Recommendations

After conducting your financial needs analysis, this is where you receive your recommendations on what you can lock in place to secure your future. From saving and investing, to protecton and estate planning, we will give you the best recommendations tailored to your desires and financial goals.

Starting at

Free

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Cory Burnett

Strategy Implementation

After receiving the education and reviewing your financial needs recommendations, put your education into action. Implement your recommendations to place your financial future on wheels, by implementing our products and / or services. Implementation of your plan is key to financial success.

Starting at

Free

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Gerson Sayago

Restaura tu Crédito hoy - Consulta gratis 20 minutos

Evaluamos tu reporte de crédito para identificar errores, oportunidades de mejora y estrategias personalizadas para aumentar tu puntaje

Starting at

Free

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Kimberly Coutu

Free Financial Review

Free Financial Review introductory appointment.

Starting at

Free

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Mandi Davenport

Schedule Your Financial Consultation

Finding an answer is as easy as 1 -2 -3 Choose a time and date that we can chatAnswer the questions on the formShow up for the call - (set aside about 10+ minutes for this call)Unlock your financial future with our personalized consultation services at HolisticHarbor Financial. Whether you’re seeking expert advice on life insurance, annuities, or final expense coverage, our knowledgeable advisors are here to assist you.During your session, we will assess your unique financial needs, answer your...

Starting at

Free

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Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at

Free

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Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at

Free

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Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

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Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at

Free

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Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

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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