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 (403) Tax preparation (115) Financial planning (337) Bookkeeping (80) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

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Servicios RR Asesoría y Consultoría SL

RENTA: Reunión de 30 minutos

Reserva tu sesión para la rentaNos encantará reunirnos contigo durante 30 minutos para recoger toda la información necesaria y asegurarnos de que aproveches al máximo las ventajas fiscales disponibles.📅 Al reservar, recibirás un email con el enlace de Zoom y un recordatorio 30 minutos antes de la cita. Si prefieres una llamada telefónica en lugar de Zoom, indícalo al hacer la reserva.⌛ Somos puntuales, pero podemos esperar hasta 10 minutos. Si no puedes asistir, por favor cancela o reprograma...

Starting at

Free

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Lela Randle-Wells, EA

Discovery Call

This call is to discuss your business needs & desires for your company and yourself and how I can help you reach those goals.

Starting at

Free

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Zakir Hussain

Accounting Software Migration

Accounting Software Migration Discovery Call

Starting at

Free

S

sFoundation Inc.

20-min Discovery Call W

Book a 20-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

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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Traction Bookkeeping, LLC

Discovery Call

During this complimentary Discovery Call, we'll discuss your bookkeeping needs and determine the best way I can support you.To ensure we make the most of our time together, please answer all required booking questions when scheduling your call.This complimentary Discovery Call is reserved for new clients only. If we've already had a Discovery Call together, I'd love to continue the conversation! Please book a Paid Consultation for follow-up questions, bookkeeping advice, QuickBooks guidance, or...

Starting at

Free

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Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families. Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

Starting at

Free

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Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover Call During this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt BookkeepingNo-Show Policy for Paid Meetings: Clients who do not attend their scheduled meeting and fail to provide at least 24 hours' notice will forfeit the meeting fee. No refunds, rescheduling, or credits will be issued for missed appointments without the required...

Starting at

Free

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Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

Starting at

Free

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Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at

$100.00

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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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Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at

Free

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Caroline

15 minutes pour faire connaissance

Prenons 15 minutes pour que l'on fasse connaissance et initier votre parcours vers vos objectifs.

Starting at

Free

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Personalized Finances LLC

Free 15 Minute Consultation! - Zoom

Book a Zoom call with me!

Starting at

Free

E

Easy Mortgage Prequal

20 Minute Meeting

Book a meeting with me for 20 minutes!-Booking a meeting is Easy, like the conversation we’ll have. If you prefer a live video call, we can do so as well. This meeting is for you so please ask any questions you may have. We will start with an introduction and ultimately get you prequalified.This Meeting Includes:Birds eye view of your home buying goal.Current Financial OverviewPreQualifying RoadmapFirst and Second StepsHome Search StatusWhat We Do for You.Q&ATalk with you soon,EasyMortgagePr...

Starting at

Free

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Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Starting at

Free

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Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Starting at

Free

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Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Starting at

Free

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Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

Starting at

Free

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May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

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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