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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 (402) Tax preparation (113) Financial planning (339) Bookkeeping (80) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

IRS Reply

IRS Reply

IRS Case Status Update Call

Let’s review any updates or correspondence we’ve received from the IRS regarding your case. We’ll explain what it means and discuss what’s next.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

(1) ASESORÍA PARA EMPRENDEDORES

¿ES TU PRIMERA VEZ CON EL SAT?¿Estás a punto de comenzar tu primer trabajo?¿Vas a emprender o a darte de alta por primera vez ante el SAT?¿Ya tienes un negocio y lo quieres formalizar?Entonces esta cita es para ti. 💡Sabemos que entrar al mundo de los impuestos puede dar miedo o parecer complicado,pero no estás sol@ en esto.En esta asesoría personalizada te explicaré de forma clara, sencilla y sin juicios:✅ Qué trámites debes hacer✅ Qué obligaciones tienes✅ Cómo cumplir sin enredos ni multas...

Starting at
MX$1,000.00
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

In-Person Tax Prep – Reserved Appointment

You’re booking an in-person tax preparation session. This appointment is reserved exclusively for you and is designed to complete your tax return in one visit whenever possible. It’s ideal if you prefer face-to-face conversation, want to review documents together, or have questions that are easier to walk through in person.To make the most of our time, please bring all relevant tax documents with you to the appointment. If you’re able, uploading documents to your secure client portal in advance...

Starting at
$175.00
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Tax Smartermo

Tax Smartermo

TAX EXTENSION FILING

Overview: Secure an IRS extension with a streamlined approach that keeps you compliant and protected from late filing penalties. This 15-minute session covers federal extension filing (Form 4868), a basic income review for estimated tax guidance, and immediate submission to meet the IRS deadline.What to expect: A concise extension filing process, a clear outline of estimated tax considerations, and confirmation that your extension is officially in place. A $50 credit will be applied toward your...

Starting at
$50.00
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Marian

Marian

Tax Relief Strategy Session

Feeling stuck, overwhelmed, or unsure what to do about your IRS situation?This private strategy session is designed to help you understand your options and get a clear plan of action. During our time together, we’ll:✅ Review your current tax situation✅ Identify what notices you've received or actions are pending✅ Determine whether you qualify for relief like audit defense, OIC, penalty abatement, or payment plans✅ Recommend the service best suited to your case✅ Answer your most urgent quest...

Starting at
$397.00
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

Tax Preparation Phone Consultation _ Individuals

This consultation booking link is only for individual tax returns.If you need a lengthier or more in-depth business tax matter or business setup consultation, please use this booking link: https://tidycal.com/shellyclarkea/businessconsultIf you have received an IRS or State notice, please use this link: https://tidycal.com/shellyclarkea/taxhelpconsultI understand that unexpected circumstances can arise and that appointments may occasionally need to be rescheduled. However, repeated changes to sc...

Starting at
Free
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Karitsa Kerns, CPA, EA

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Starting at
$500.00
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LuxeLogic Tax Suite

LuxeLogic Tax Suite

Mobile Notary Services in Columbus, Ohio | Loan Signing & Remote Online Notary

Professional mobile notary in Columbus, Ohio. Loan signings, remote online notary, estate planning & more. Reserve with a deposit, balance paid at appointment. Will call to confirm.📋 Mobile Notary (base includes local travel within 10 miles)In-person notarization (first signature + travel): $35Each additional signature/stamp (same appointment): +$10Oaths, affirmations & jurats (per act): $10Remote Online Notarization (RON, per signature, no travel): $25🚗 Travel Zones (added for distanc...

Starting at
$35.00
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David A Norman SR

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...

Starting at
$250.00
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Your Credit BFF

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at
$297.00
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Diamond Senior Living

Diamond Senior Living

Meet with Tiffany

"Fast, Focused Financial Advice"Busy schedule? No problem. With over a decade of experience, Tiffany can help you navigate key financial decisions and provide actionable advice tailored to your unique situation. From budgeting to investing, she offers concise and effective guidance that fits into your day. Book your session with Tiffany now and see how a little time can make a big difference.Notable Accolades:Chief Operations Officer of Meridian Venture PartnersExecutive Professional at Universa...

Starting at
Free
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Angel Hartfield

Angel Hartfield

15 Minute Meeting

Welcome to Legna Financials! We know your time is limited, so please schedule a short 15 minute consultation. We can help with anything from personal budgeting to business bookkeeping to taxes and advisory.

Starting at
Free
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TheNerryGroup

TheNerryGroup

30 Minute Initial Meeting

Book an initial 30 minute consultation so we can see how we can help you.Bespoke 30 minutes to go through any or all of the following topics to help you achieve your financial goals;Achieving your Financial GoalsMoney ManagementDebt ManagementSelf-Employed Tax efficiencyPersonal Mortgages and HousingBuy to Let and Commercial PropertyRetirement PlanningInvestmentsCost: £199Note:If you prefer a longer session instead, please book our 2 hour bespoke session£750

Starting at
£199.00
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Zehra Cheval

Zehra Cheval

Get investment ready!

PSA: Hitting the jackpot at the slots can feel like winning the lottery, but it's not a reliable way to secure your financial future.With real estate, you’re not relying on luck — you’re taking steps intentionally to make sure you end up where you want to be, with a secure financial future, not just for you, but for your future generations.Investing in real estate is a reliable way to build long-term wealth. It’s not impossible, it’s not just for the privileged and already wealthy, it’s a way ou...

Starting at
CA$399.00
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

2/ RDV de découverte (R1) : 1h30

C’est le moment d’appréhender vos besoins et vos objectifs de vie. Ce sera l’occasion de me remettre des documents habituels pour analyser votre situation financière et patrimoniale.

Starting at
Free
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

3/ RDV de préconisation (R2) : 1h30

C’est le moment de découvrir la stratégie patrimoniale en cohérence avec la prise en compte de vos besoins, votre situation du moment et les actions à mener pour atteindre vos différents objectifs.

Starting at
Free
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Client Success Manager

Client Success Manager

Business Credit Audit - Signature Concierge $249.99

Book a meeting with me for 30 minutes!

Starting at
$249.99
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Ryan Garrison

Ryan Garrison

Passive Investing in Real Estate

Conversation with Ryan Garrison about lower risk investing in real estate projects.

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min ZOOM) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Terri & Mark - Trapp Team

Terri & Mark - Trapp Team

Redeem your gift certificate voucher

To prepare for your consultation and FNA. Please Gather your baseline documents and any questions you have on challenges or goals you have for your family. Any questions please leave a message

Starting at
Free
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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

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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