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

Top legal & finance professionals

Cathy Bates

Cathy Bates

Legacy Transitions 30 Minute Discovery Video Meeting

Book a 30 minute meeting to discuss your specific needs and how we can assist you. You can share your link with family members who may wish to join our video call.

Starting at
Free
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Heights Accounting

Heights Accounting

2026 Individual Tax Return with Rental Property

Ready to prepare your 2026 Individual Tax Return with Rental Schedule at Heights Accounting’s office?Book a meeting with me today! If you require a different appointment time, please contact the office:Jeff – 0412 841 803Mandy – 0418 348 088Please note:Before your appointment, please prepare and bring all documents required to complete your ITR. Being prepared is the best tax deduction!We recommend allowing sufficient time before booking your appointment so that information from the ATO and inte...

Starting at
Free
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Makarand Bhide

Makarand Bhide

60 Minute Meeting

Book a meeting with me for 60 minutes!

Starting at
Free
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Master Accounting and Tax Service

Master Accounting and Tax Service

30 Minute Bookkeeping / Sales Tax / IRS Tax Resolution Consultation with Patricia

Book a meeting with Patricia for 30 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. The fee is non-refundable.

Starting at
$65.00
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Jamie Blair

Jamie Blair

Discovery Call

Book a call with me for 20 minutes! This appointment is for individuals who are interested in working with us but have a lingering questions that require answers.You can also use this booking for partnership and employment inquiries.

Starting at
Free
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Lucas Fitzgerald

Lucas Fitzgerald

ERC Call

See if your school qualifies for ERC tax credits. I help US based Churches, Schools, and Non-Profits that suffered revenue losses or more than nominal disruptions due to COVID-19 government mandates.Lucas FitzgeraldSharp ConsultingPacific Lutheran Jr./Sr. High School, Principal 310-538-6863 (office)714-488-4182 (cell)[email protected]

Starting at
Free
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Arise Tax Relief

Arise Tax Relief

Free Initial Consultation

Book a free 15 minute consultation to see if we can help you. This free call is designed to see if we will be a good fit in helping you with your back taxes or to prepare your upcoming tax return.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

Informe mensual

Agende una cita para revisión de la información contable y fiscal de su negocio.Citas mensuales o trimestrales.Modalidad presencial.Modalidad online.

Starting at
Free
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Servicios RR Asesoría y Consultoría SL

Servicios RR Asesoría y Consultoría SL

Free Assessment Session

Do you need advice to fulfill your obligations as a digital nomad?I would be delighted to have a virtual coffee with you ☕️ and talk about how I can help you.During this free 20-minute meeting, we will discuss your situation, and I will explain what I can do for you.But before scheduling, I need you to answer a few questions so we can make the most of this session.When you book, you will receive an email with the Zoom link to connect on the chosen date and time. You will receive a reminder emai...

Starting at
Free
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Megan Herrera

Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at
Free
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Dan Jones

Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at
Free
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Broker Seguros

Broker Seguros

Llamada para mas información 🙋🏼‍♂️

Agendemos una llamada de 10 minutos para escuchar su necesidad de seguros o inversionesIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at
Free
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Cynthianna Powell

Cynthianna Powell

Standard Document Signing

Need something notarized? This appointment covers most general documents — from letters and affidavits to travel authorizations and verifications. Quick, convenient, and fully mobile.Includes:Up to 2 notarized signaturesIdentity verificationTravel within local service area~20-minute appointmentEach signer must have a valid photo ID (not expired for more than 3 years). If your document requires witness signatures, those witnesses must not be related to the signer, named in the document, or benefi...

Starting at
$40.00
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Alicia Martinez

Alicia Martinez

Introductory Zoom Meeting

Interested in finding out if DiFi Advisory is the right fit for you? Book your introductory Zoom call here!

Starting at
Free
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Cantu Notary

Cantu Notary

Remote Online Notarization

General Notary Work but Remotely!$25 for a single document. Each additional document or seal is $5.We can notarize documents from all 50 states.Book your appointment with Cantu Notary and you will receive a link via email for securely uploading your document(s) in our document portal**.After receiving your document(s), you will get an invite with access to our remote notarization platform at your scheduled time and an invoice for payment*. If you have any questions before booking, contact us at...

Starting at
Free
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Nathan Wallace, EA

Nathan Wallace, EA

15 Minute Meeting

15-minute consultation to discuss your U.S. international tax needs. Whether you have questions about your current tax obligations, need guidance on future filings, or want to explore how we can assist you.

Starting at
Free
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SS BOOKKEEPING & MORE, LLC

SS BOOKKEEPING & MORE, LLC

Tax Preparation

Tax Preparation Appointments – SS Bookkeeping & More, LLCThank you for choosing SS Bookkeeping & More, LLC for your tax preparation needs! This calendar is for scheduling your tax preparation appointment. If you would like to discuss your tax situation, please schedule a consultation.Before scheduling:✔ Please ensure all required documents are available✔ Be prepared to complete all onboarding and tax questionnaires✔ Be prepared to log in to the secure client portalDuring your session, we...

Starting at
Free
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Bishnu Adhikari

Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at
Free
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Ben Ingersoll

Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at
Free
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Alexandre Dussourd

Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

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 4.7 out of 5.

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