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 (408) Tax preparation (120) Financial planning (342) Bookkeeping (82) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

L

Lloyd Law Firm, PLLC

Will/Deed Signings

Secure your date and time to execute your will or deed signing documents. Our experienced legal team will have your will or deed signing documents prepared for you and your witnesses to sign.Key Features:Location: In personPreparation: Please review your documents in advance and inform our legal team if there are any changes at least twenty (24) hours before your appointment.What to Bring: A valid form of Identification and two disinterested witnesses if applicable.Please prepare and arrive on t...

Starting at

Free

C

Connecticut Notary On-Demand

Connecticut Notary On-Demand

Connecticut Notary & Apostille Services On-DemandNeed a document notarized quickly and conveniently? Our Connecticut Notary On-Demand service makes scheduling fast, easy, and reliable. Whether you require in-person mobile notarization anywhere in Connecticut or secure Remote Notarization, we are here to help on your schedule.We notarize a wide range of documents, including:Real estate closings & loan documentsPower of Attorney, Wills & TrustsAffidavits & CertificationsMedical &am...

5 (1 review)

Starting at

$10.00

K

KP Migraciones

Consultation for non-Spanish speakers

This booking is intended for people who do not speak Spanish and do not have access to an interpreter.After booking and paying for this consultation, you will receive a personalised questionnaire by email.Based on the information provided, you will receive a written response with our assessment of your case and the quotation.This consultation is provided exclusively in writing. It does not include a video call or telephone consultation.If you speak Spanish or have access to an interpreter, pleas...

Starting at

€85.00

E

ES ABOGADO EXTRANJERIA

LEXMOVEA.AE/EN - ONLINE CONSULTING FOR FOREIGNERS

IMPORTANT INFORMATION REGARDING YOUR CONSULTATIONSchedule and Duration: We understand that your time is valuable, and our primary objective is to adhere strictly to the scheduled time for your consultation. However, the start time should be considered approximate. The personalized attention we provide may cause a previous consultation to extend slightly longer than anticipated.Should this occur, we assure you that it will not affect your appointment. Once it begins, your consultation is guarante...

Starting at

€49.00

J

Jinny Khan | EA

Tax Preparation Consultation

Thank you for choosing AFSOHA Multiservices for your service needs!Choose a date and time that works best for you.Our professional Tax Preparer service provides expert guidance in preparing Federal and State Income Taxes.We appreciate your business and look forward to working with you!

Starting at

Free

S

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

F

Felix Schnella

Persönliche Finanzberatung

Du möchtest eine Beratung zu Finanz- und Versicherungsangelegenheiten?Wir beraten Dich in einem persönlichen Gespräch zu all Deinen Finanz- und Versicherungsangelegenheiten.

Starting at

Free

P

Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at

Free

E

Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at

Free

D

Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at

$20.00

S

Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at

Free

P

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at

Free

C

Charles Edwards

Business Loan

Let’s Talk Funding!We have an approval rate of over 90%.Book your free 10–15 minute call to discuss your business loan options. We'll review your pre-qualification answers, answer your questions, and show you the best funding solutions for your unique situation — no pressure, no obligations.

Starting at

Free

B

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

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

B

Benn Pople

RisKIT live demo: ICAAP, ILAAP and recovery planning models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models, built to cut the cost and delivery risk of a bespoke build.In 45 minutes you'll see the models working end to end, with open formulas and a clear audit trail, how your team would own and run them, and the licensing and support options.Bring your CFO, head of risk or model owner: the more technical the questions, the better.Tell us your firm type and regulator when you book, and we'll tailor the walkthrough.

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

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 4.8 out of 5.

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