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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 (399) Tax preparation (112) Financial planning (341) Bookkeeping (81) Insurance consulting (81) Estate planning (12)

Top legal & finance professionals

Jordan Wells

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Starting at
Free
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Philippe Lucas

Philippe Lucas

Free Evaluation of Your Books

Let's Start With a Free AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Starting at
Free
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Life & Taxes Advisory Solutions LLC

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
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Robin Buckallew

Robin Buckallew

60-Minute Coaching Readiness Consultation

Ready to grow your business—but not sure what the next step should be?This call is for business owners who are serious about increasing their profit, improving cash flow, and building a business that gives them more freedom.Whether you're looking to:👉 Increase your profit👉 Improve your cash flow👉 Analyze and Improve Your Paid Offers & Pricing👉 Build systems that allow you to scale👉 Get clarity on your financial numbers👉 Make better business decisions with confidence👉 Stop feeling like...

Starting at
$100.00
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Ram Bavanari

Ram Bavanari

Explore Super visa& Visitor insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Starting at
Free
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Nigel Bettencourt

Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]

Starting at
Free
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Diana Mays

Diana Mays

Medicare - Current Plan Benefits Review

Book a meeting to review the specific benefits in your current Medicare plan.

Starting at
Free
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Marcel Lashover

Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book this Zoom Consultation and we can walk through questions, numbers, or documents together, screen-to-screen, at a time that's convenient for you.This a free 30-minute, no-obligation, consultation. On this Zoom call, we'll discuss your needs, and help you discover the best solution to protect your family and assets.*Please note: Because of the limited two hour Zoom appointment window, I need to manually approve appointments.

Starting at
Free
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Jinny Khan | EA

Jinny Khan | EA

Tax Resolution Consultation

Thank you for choosing AFSOHA Multiservices for your service needs!Choose a date and time that works best for you.Our professional Tax Resolution Consultation service provides expert assistance and guidance in resolving tax-related issues. We offer specialist advice on tax-related matters.We appreciate your business and look forward to working with you!¡Gracias por elegir AFSOHA Multiservices para tus necesidades de servicio!Elige una fecha y hora que te funcione mejor.Nuestro servicio profesion...

Starting at
Free
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Heights Accounting

Heights Accounting

New Client - adhoc meeting for outstanding individual tax returns

Ready to prepare your outstanding Individual Tax Return 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!Our tax checklist is available on our webpage and can be used as a reference for what is required for your meeting.You will a...

5 (1 review)
Starting at
Free
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Heights Accounting

Heights Accounting

Existing Client ONLY - 2026 Individual Tax Return

Ready to prepare your 2026 Individual Tax Return with us 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 interest from you...

Starting at
Free
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Jesus Villalobos

Jesus Villalobos

Financial Needs Assessment Review

The FNA is complimentary, confidential and customized for every family that I serve. During this process we will evaluate your current financial situation, your goals and develop an action plan with a personalized strategy for your financial security. Pick a day and time that best suits you below.

Starting at
Free
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

4/ RDV de suivi : 1h30

C’est le moment de faire le point de votre situation, mettre à jour votre dossier ou d’apporter des réponses à vos questionnements.

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Patty Concannon

Patty Concannon

Wealth Assessment

Book a meeting with me for 45 minutes!

Starting at
Free
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Fresh Start Credit Solutions

Fresh Start Credit Solutions

30 Minute - Monthly Credit Review (For Current Clients Only)

Book a meeting with me for 30 minutes!

Starting at
Free
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Agora Digital Marketing

Agora Digital Marketing

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
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Ranjith Sasi

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
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Joseph

Joseph

Fixed-Income Investment

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

Starting at
Free
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Fanny Snaith

Fanny Snaith

Power Hour

Power Hour: 60 minutes to solve one money problemA confidential 60-minute session with Fanny Snaith to help you make a clear decision and take clean action on a specific financial issue.This is for you if you have been avoiding your finances, feel behind, or simply want an expert set of eyes on one problem so you can move fast.Examples of what we can solve in a Power Hour:Debt vs investing: what to prioritise next, and whyCashflow chaos: organising your money so it actually behavesBudget reset:...

Starting at
£179.00
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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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