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 (391) Tax preparation (107) Financial planning (338) Bookkeeping (78) Insurance consulting (79) Estate planning (12)

Top legal & finance professionals

B

Betsy (Mz. Bee) White

File My taxes

Book a meeting with me for 60 minutes! We will prepare your return and review options for Refund Advance if you desire.Please bring all documents with you to this meeting rather its via Zoom or in person.Please use the below link to to submit all of your documents prior to our meeting if possible:https://prod.d36vzp9vxgj5wy.amplifyapp.com/?settingsId=cd161581-3d6a-4256-97df-a007b183b7d5&store_association_criteria=round-robinThank you and I can't wait to meet you!!!!!

Starting at

Free

M

Michael Glowacki

Intro to R&D Tax Credits - 10 to 20 minute Call

In this introductory call, I will simplify the Research and Development [R&D] Tax Credit and help you understand how your business may qualify to receive it. My team will do all the hard work of preparing the Research & Development Tax Credit Study on the front end, and we can work together hand in hand with your CPA to amend and file the necessary documents.My responsibility is to make the process straightforward for you to understand so you can focus on doing what you do best – running...

Starting at

Free

R

Ranjith Sasi

Let's talk finance !!

"Let's talk" is a quick 10-15 call designed such that we can have a quick chat, get to know each other and quickly touch on the basic foundation of personal finance and how we can help YOU reach your financial goals through financial planning, budgeting and continuous education on building and retaining wealth.

Starting at

Free

J

Joseph

Fixed-Income Investment

The purpose of this meeting is to introduce you to our fixed-income investment solutions.

Starting at

Free

C

Consumer Interest First

15 Minute Meeting For Free Zoom Consultation

Unlock the path to financial freedom with a complimentary 15-minute Zoom consultation focused on credit restoration. With over 6 years of experience as a credit repair specialist, I provide tailored solutions for:- Restoring credit reports to their rightful status- Negotiating with debt collectors to alleviate financial burdens- Resolving consumer-related disputes and challenges- Navigating complex issues such as medical bills, evictions, and identity theftIdentity theft can be a daunting experi...

Starting at

Free

J

Jamie Corby

30 Minutes

Join us for a focused 30-minute session to kickstart your financial strategy. In this meeting, we'll:Clarify Objectives: Deep dive into your financial goals and challenges.Discuss Solutions: Explore strategies tailored to your needs.Plan Next Steps: Outline immediate actions.We look forward to this session as an opportunity for our existing clients to refine strategies, address any new challenges, and ensure we're maximizing the value of our ongoing partnership.

Starting at

Free

M

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Starting at

Free

D

Dawn Franklin

Annuity/Retirement Service

Book a 15 minute meeting with me! Discovery call to get information and assistance in setting up an annuity or retirement account.

Starting at

Free

A

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Starting at

Free

G

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

A

Adam

30 Minute Consultation (Follow Up)

Book a Consultation with me for 30 minutes! Welcome to my comprehensive online consultation service! I specialize in providing expert guidance on various aspects of production, records requirements, and model release requirements. Whether you're an aspiring creator or an established professional in the industry, I am here to assist you in navigating the complexities of these fields.Content Production:For those involved in the entertainment industry, I offer professional consultations on producti...

Starting at

$55.00

A

Antenati - Ciudadanía Italiana

Asesoría Personalizada Sin Cargo

Agenda tu cita y da el primer paso hacia tu ciudadanía italiana. ¡Nos vemos pronto!

Starting at

Free

A

Ashley Magee

Veteran Disability Claim help! The rating you deserve

Are you a veteran that’s currently rated but feel that you deserve a higher rating? Book with me to increase not only your rating but your income! I aim for 100% for ALL my clients. Schedule your FREE consultation now! You deserve it !!

Starting at

Free

K

Kelli Jones

Consultation for Lawyers - 30 minutes

Schedule your call so we can:discuss how social media can benefit YOUR firm (spoiler: it can help all firms);help identify what platforms to focus on based on your target audience;work on the language your target audience will respond to;talk about types of content that make sense for your firm;do a quick audit of your current social media presence, if applicableOR - you can also schedule to discuss business, building a law firm, or trademarks*This meeting is not refundable as I will be beginnin...

Starting at

Free

A

Assaf Ben David

1 hour Legal Consultation

Promotion Price for a 1 hour legal consultation call.Get practical answers to your legal or business questions$249 $199I'm an international commercial and startup attorney with over 10 years of experience.I help startups & high-tech companies, entrepreneurs and development companies.I can help you with (partial list):Ideation / ValidationNDAs (confidentiality)Founder's agreements.Freelancer AgreementsDistribution agreements.Pilot/Evaluation agreements.Service Provider AgreementsSaaS / Licens...

Starting at

$199.00

H

Helpsinistre

Entretien d’orientation – 15 min

Premier échange gratuit par téléphone ou visioconférence avec un expert Helpsinistre. Permet de comprendre brièvement votre situation (accident, sinistre, litige) et d’identifier si un accompagnement plus poussé est pertinent.Durée : 15 minutes – Sans frais ni engagement. 🛡️ Confidentiel | 🔍 Évaluation initiale | 🇨🇭 Spécialistes sinistres suisses____________________________________Free initial discussion by telephone or videoconference with a Helpsinistre expert. This enables us to gain a brief...

Starting at

Free

D

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Starting at

Free

P

Piero Di Bello

Prenota la tua Consulenza Gratuita

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

Starting at

Free

L

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen / Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

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 4.7 out of 5.

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