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 (369) Tax preparation (105) Financial planning (339) Bookkeeping (76) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

T

Taxsmartermo

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

D

Dan Jones

"I've just got a quick question"

Got a question you want answered? Schedule a 15-minute phone meeting to ask about what concerns you and we can talk about next steps if necessary.

Starting at

Free

N

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

J

Jan Wetekam

E-Commerce Call - Amazon Europa - Haftpflicht

Hallo liebe Verkäuferin, lieber Verkäufer,es freut mich sehr, dass du den Weg zu mir gefunden hast, um dein Geschäft in die besten Hände zu legen. Ob du bereits ein etablierter Händler bist und in Amerika expandieren möchtest oder gerade erst startest, du bist bei mir herzlich willkommen.Ich werde den für dich maßgeschneiderten Versicherungsschutz finden. Ich freue mich darauf, dich kennenzulernen.Um unseren Call bestmöglich vorzubereiten, wäre es hilfreich, wenn du mir ein paar Fragen beantwort...

Starting at

Free

L

Lovemore Nyausaru

The Best Group Funeral Cash Plan For African Diasporas

Diaspora Group Funeral Cash PlanLet's discuss the Diaspora Group Funeral Cash Plan, tailored for church groups, companies, family groups, burial societies, and social organizations. Covering 19 African nationalities living abroad, this plan ensures prompt financial support for individuals or families within a group, offering peace of mind and community support. Join us to learn how your group can benefit from our reliable and comprehensive funeral cash plan.

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

L

Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Starting at

$150.00

A

Adriano Valente Rocha

Que tal incluir saúde nos seus planos?

Olá!Hoje em dia, com um mundo complexo, prazos apertados, pressão por resultados e toda sorte de cobrança, torna-se fundamental cuidar da saúde, do corpo e da mente. E, infelizmente, não dá para contar com o atendimento da saúde pública. Por isso, convido você a reservar um horário em sua agenda para conversarmos sobre saúde e bem-estar, com enfoque a conhecer o que há de melhor em cobertura médico-hospitalar, odontológica e atendimento para a saúde mensal em planos privados!Em até 40 minutos va...

Starting at

Free

B

Broker Seguros

Seguro de vida y deuda con retorno 🏠

🏡 ¿Comprando casa o apartamento?✔️ Con este seguro usted podrá:💵 Recuperar los pagos realizados (Libre de impuestos)✅ Recuperar parte de los intereses de su crédito❌ Dejará de perder mas dinero con el seguro del bancoIdeal para:Personas que están comprando cualquier tipo de inmueblePersonas que ya tiene un crédito pero quieren dejar de perder su dineroPersonas que se dedican a bienes y raíces y quieren agilizar sus negociosEn esta video llamada le mostraremos una propuesta y resolveremos tod...

Starting at

Free

D

Dan Jones

Health Insurance - ACA (Obama Care) or Alternatives - Not Medicare

The Open Enrollment Period (OEP) for Health Insurance is November 1 through January 15.You may qualify for a Special Enrollment Period (SEP) if you have a qualifying event, such as loss of coverage. There are other options that are not restricted by the OEP or SEP. Schedule time to talk about your health insurance options, including ACA ( Affordable Care Act, aka Obama Care ) or alternatives like Health Share Programs. We'll explore the pros and cons of each and focus on tailoring a plan to fit...

Starting at

Free

J

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

G

GooFeather Enterprises

Health Insurance Quote

Health insurance is a crucial investment that can provide you and your family with peace of mind and financial protection against the high costs of medical care. Let me assist you the best way possible for you and your family.

Starting at

Free

G

GooFeather Enterprises

General Insurance for Movies

Are you shooting a project and you need protection? We can get you a policy in no time! Others we can discuss also book asap to be prepared for Production.

Starting at

Free

L

Liz Galvan

Estate Plan Document Review (30min)

Estate Plan Doc Review AppointmentReady to review your documents? This 30-minute session is designed to go over your documents and answer any questions. After we review the documents we can help you set up your notary appointment. During this session, we’ll cover:• Review your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is s...

Starting at

Free

R

Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at

$250.00

D

Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

M

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

I

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

D

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Starting at

Free

B

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

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 4.9 out of 5.

Browse more categories

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required