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 (110) Financial planning (337) Bookkeeping (76) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

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Amira Golden

Standard Mobile Notary Appointment

Standard Mobile Notary AppointmentNotarization made simple—quick, reliable, and mobile!✔ Covers most common documents like affidavits, travel consent forms, divorce papers, auto/DMV forms, and more.Starts at $72 Book now for a seamless signing!Book Your Seamless Signing in 5 Simple StepsStep 1: Get in TouchHave questions? We’re here to help!Call or text (672) 405-7460 anytime for clarity or a personalized quote — we'll break down your total based on your needs before you book. Step 2: Choose You...

Starting at

$72.00

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Registered Migration Agent - Abeer M H Mafreg

Free 15 Minute Migration Consultation

Book a free Consulation withwith A To Z Migration Australia for 15 minutes!

Starting at

Free

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Coventry Street Advisors

Book a 15 minutes call with an immigration advisor - Coventry Street Advisors

Coventry Street Advisors- 15-minute call.Please note: You will receive a Google Meets invite link via email once you book this call.

Starting at

Free

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Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at

Free

L

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at

Free

D

Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

Starting at

Free

K

Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at

Free

G

GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at

Free

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Corey M Stackhouse, CFP®

(45 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

A

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at

Free

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Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at

Free

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Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at

Free

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Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at

Free

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Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at

Free

M

Michelle Smith

Xero Support (1hr)

Xero isn’t just for bookkeeping—it’s a powerful tool to help steer your business in the right direction and achieve your goals.Streamlining your bookkeeping processes will save you both time and money, making it easier to focus on growing your business.This is a great first step!Need support? Book a session!Each session is fully customised to your business so you can focus on the parts of the system that matter most to you.The sessions tend to last an hour, but if it’s more convenient, you can s...

Starting at

£124.99

J

Jordan Vaillancourt

Grab Your Free 15-Minute Call Here!

See If My Bookkeeping Help Is Right for You!This free 15-minute call is all about you and your business. Share your needs and goals, and see if my services are the right fit—no pressure, no obligation. It’s just a quick, friendly chat to help you figure out your next steps! ✨ Currently offered on Sundays between 5 and 7 PM (EST) ⏰ Spots are limited, so grab your time before they’re gone!

Starting at

Free

S

Stacy Alcorn-Smith

15 Minute Discovery Call

Book a 15-minute Discovery Call with me! We'll discuss your bookkeeping needs and challenges, and how I can help address them.

Starting at

Free

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Nina

Private Bookkeeping Consultation

Ask your bookkeeping questions and get answers that make sense during your private video call with small business bookkeeper Nina Casey.Perfect for real-time Q&A's, how-to demonstrations and live reviews of your books to identify problem areas you may have missed.

Starting at

$110.00

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Rochelle Thompson

Discovery meeting

Looking for book-keeping assistance?Book a discovery call with me.

Starting at

Free

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James Dietz

Build your custom plan with me:

Business/Employer Discovery CallIf you're a business and would like to compare options for your employees, then this will be well worth your time. I work with Self-Employed, 1099 Independent Contractors, Small Business and more.James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

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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