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 (399) Tax preparation (112) Financial planning (339) Bookkeeping (80) Insurance consulting (80) Estate planning (17)

Top legal & finance professionals

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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

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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

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Maître Adiki KOKO

Première consultation au cabinet sis 46 Quai Joseph Gillet, 69004 Lyon

RESERVEZ VOTRE RENDEZ-VOUS (Consultation gratuite si dossier confié au Cabinet).

Starting at

Free

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Matteo Bertocchi

Colloquio Conoscitivo

Prenota un colloquio telefonico conoscitivo.

Starting at

Free

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Tarsha "The Biz Bawse"

Non-Profit Consultation

This nonprofit consultation is designed to guide individuals or groups through the process of establishing a nonprofit organization. This consultation typically covers key aspects such as defining the organization's mission, selecting the right legal structure, filing necessary paperwork (e.g., IRS 501(c)(3) status), developing bylaws, and understanding fundraising regulations. Additionally, the consultation provides advice on governance, compliance, and long-term sustainability strategies, ensu...

Starting at

Free

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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

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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

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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

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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

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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

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

Starting at

Free

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Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at

Free

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Sanjev Kainth

Tax planning meeting - All

Book a meeting with me for 60 minutes.

Starting at

Free

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Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at

Free

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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

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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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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

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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

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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

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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

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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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