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 (321) Tax preparation (105) Financial planning (288) Bookkeeping (77) Insurance consulting (82) Estate planning (12)

Top legal & finance professionals

Nathan Wallace, EA

15 Minute Meeting

15-minute consultation to discuss your U.S. international tax needs. Whether you have questions about your current tax obligations, need guidance on future filings, or want to explore how we can assist you.

Starting at

Free

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Karitsa Kerns, CPA, EA

Discovery Call

This is a brief introductory call (15 minutes) designed to assess your needs and determine whether we are a good fit to work together. During this call, we'll identify which of my services - such as tax preparation, tax planning, consultation, or resolution- best align with your situation.Please note: This is not a consultation. No specific tax advice, strategies, or solutions will be provided during this session.If it makes sense to move forward, you'll have the opportunity to book a comprehens...

Starting at

$50.00

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Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at

Free

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Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at

Free

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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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Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at

Free

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Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at

Free

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Broker Seguros

Llamada para mas información 🙋🏼‍♂️

Agendemos una llamada de 10 minutos para escuchar su necesidad de seguros o inversionesIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

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Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

Starting at

Free

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Piero Di Bello

Consulenza Gratuita Online

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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Piero Di Bello

Prenota la tua Consulenza Gratuita

Starting at

Free

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SANDY OSEI

Free Comprehensive Financial consultation

A complimentary 60-minute consultation designed to help you gain clarity on your financial goals, retirement planning, wealth-building strategies, and income protection. Leave with actionable insights and a clearer path forward.

Starting at

Free

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Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

Starting at

Free

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Empress Josephine

Wealth builder account session with a licensed agent

Starting at

Free

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Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at

Free

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Muhammad Lambat

Finance Consultation Package

2-Hour Finance Consultation Package (2 Sessions)Get two in-depth 1:1 sessions at a discounted rate — perfect if you want guidance, a personalised plan, and ongoing support.Session 1:We’ll dive into your financial situation and goals, answer your key money questions, and build a personalised halal investing roadmap with clear, practical steps.Session 2:A follow-up call (usually 1 month later, or at your convenience) to review your progress, refine your strategy, and keep you on track.Topics we ca...

Starting at

$219.00

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Denise VanNoy

45 Minute Free Bookkeeping Consultation

Welcome to ShoreCents BookkeepingHow can I help you find peace of mind and clarity in your business finances?All meetings will be recorded.

Starting at

Free

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Sandra Bowman

I'm interested in hearing more about your services

Book a meeting with me for 15 minutes to learn more about the services that Designated Bookkeeper offers.

Starting at

Free

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Chris

Nex Bookkeeping Discovery Meeting JSE - 45 Min

Choose a Zoom call or a phone call: A quick discovery call to learn more about your business and bookkeeping needs. We’ll discuss your current processes, challenges, and goals to see if we’re a good fit. This is also your opportunity to ask questions and get clarity on how I can support your business. Choose a Zoom call or a phone call. Best,The Nex Team – Simple. Easy. Good. Done.

Starting at

Free

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Amy Bell

Free Insurance Consulation - Protect Your Family & Future

Let's simplify your health and life insurance decisions together. In this free call, we'll discuss your needs, answer any questions, and explore the best coverage options for your situation. There is no pressure—just honest help from someone who's been there. Whether you're looking for Marketplace coverage, life insurance, or just need to understand your options, I'm here to guide you. What You'll Get: One-on-one support from a state-licensed agentA custom plan based on your needs and budget Pe...

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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Best legal & finance professionals

Top legal & finance professionals

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