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 (387) Tax preparation (109) Financial planning (337) Bookkeeping (76) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

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

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

R

Robert Cameron

Settle Mediation Services

County Court MediationCircuit Court MediationPre Suit Mediation Service

Starting at

$500.00

F

Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing - 2 WITNESSES NEEDED

This is for Estate Planning Documents that you need signed with a mobile notary. WE WILL PROVIDE 2 WITNESSES.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents

Starting at

$225.00

A

Alejandra Medellin Castillo

Canadian Immigration Consultation

When it comes to immigration to Canada, having a proper guide is crucial for a successful journey. At Step Forward Immigration Services, we specialize in a wide range of immigration matters, ensuring you have the expertise you need on your side.Our consultations are conducted through Zoom, making our services accessible from anywhere, at a time that suits you best.Don't leave your immigration prospects to chance. Choose Step Forward Immigration Services and step confidently towards your Canadian...

Starting at

CA$157.50

E

Eileen Ireland

GDPR 15 Minute Call

How can I help you with GDPR? Want to know more about any of our services -AuditsTrainingPolicy CreationDSAR / SARData BreachesOutsourced DPOBook in today for a 15 minute chat with Eileen.

Starting at

Free

A

Assurconseils - L'assurance d'être bien couvert

Premier contact – 15 min (Gratuit)

Objectif : Comprendre rapidement votre demande, évaluer si un conseil ou une analyse plus approfondie est nécessaire.Un échange gratuit de 15 minutes pour exposer brièvement votre situation ou poser une première question. Ce contact permet de déterminer si une consultation approfondie est utile._________________________Goal: To quickly understand your request and assess whether further advice or analysis is required.A free 15-minute discussion to briefly explain your situation or ask an initial...

Starting at

Free

S

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at

Free

D

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

C

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

S

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

J

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

M

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

M

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

G

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

L

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

M

Michael Ferraro

15m

I am looking forward to learning how I can help you grow your Medicare practice.Whether you need better paying insurance carrier contracts, or a more effective marketing plan, I can help!Schedule a Zoom meeting for a day and time that works for you, or call me at 1-800-852-1981 ☎️You can also text me anytime at 631-579-4894 📲

Starting at

Free

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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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