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 (379) Tax preparation (107) Financial planning (335) Bookkeeping (76) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

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SS BOOKKEEPING & MORE, LLC

Consultation

Thank you for your interest in scheduling a consultation! During this session, we will take time to understand your needs, goals, and any challenges you may be facing—whether in business setup, bookkeeping, tax planning, compliance, nonprofit formation, payroll, or community services.This is a confidential, informative conversation designed to provide clarity, answer key questions, and determine the best next steps or service package for you.What to Expect:A detailed overview of your current sit...

Starting at

$25.00

S

Samantha DeBois

Accounting Services

Accounting ServicesAt Signed & Balanced LLC, we provide full-service accounting tailored to your needs, including bookkeeping, payroll management, and tax preparation. From tracking daily transactions and reconciling accounts to handling payroll and filing accurate taxes, we make sure your financials are organized, compliant, and stress-free. Whether you’re a small business owner, freelancer, or entrepreneur, our goal is to keep your books balanced so you can focus on what you do best.

Starting at

Free

E

Enrico Kalinka | Peak Finances

KFZ Versicherung

🚗💼 Besserer Schutz, niedrigere Kosten – Wir optimieren deine Kfz-Versicherung! 💰🛡️Unsere Mission ist klar: Wir möchten dir eine bessere Leistung zu einem günstigeren Preis bieten. 🌟Was wir von Dir benötigen:Kopie Deines KFZ-Scheins 🚗Leistungsübersicht deines VorversicherersAusgefülltes Dokument >> Bitte diesem Link folgenBereite Dich und uns optimal auf das Gespräch vor, indem du uns diese Informationen im Vorfeld zur Verfügung stellst. Einfach per E-Mail an: [email protected] 📧...

Starting at

Free

F

Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing

This is for Estate Planning Documents that you need signed with a mobile notary.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents(***PLEASE NOTE - Most Estate Planning Documents will require 2, unrelated witnesses be present to sign along with the notary. If you are unable to provide 1 or 2 witnesses, please see the other witness types that include witnesses.)

Starting at

$175.00

C

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

D

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

B

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

C

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

N

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

S

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

B

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

B

Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at

Free

A

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

E

Empress Josephine

Wealth builder account session with Crystal Hughes

Welcome to Skyywalker Financial Group's Booking Page! 🌟We’re thrilled you’re here and ready to take the first step toward securing your financial future. At Skyywalker Financial Group, we specialize in helping individuals and families achieve their life and wealth goals through tailored financial strategies and innovative tools.What to ExpectDuring your session, we’ll:Discuss your current financial situation and future goals.Explore customized strategies like Index Universal Life (IUL) Insuranc...

Starting at

Free

R

Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at

Free

M

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

D

Denise VanNoy

45 Minute Free Bookkeeping Consultation

Welcome to ShoreCents BookkeepingHow can I help you find peace of mind and clarity in your business finances?All meetings will be recorded.

Starting at

Free

R

Ray Hahn

30 Minute Context Discussion

Complimentary 30 minute conversation to learn more about your situation and to ensure I'm the right fit to help you overcome the obstacles related to VA disability benefits.

Starting at

Free

I

Immisa Immigration

45 Minutes Consultation

45-Minute Immigration Consultation – Case related Concerns & In-Depth GuidanceOur 45-minute consultation is designed for individuals who need a more detailed review of their immigration case, including previous refusals, eligibility requirements, and program-specific details. This session provides a comprehensive analysis of your situation, identifies potential challenges, and offers professional guidance on the best course of action.What We Will Cover1. Case Review & Refusals Analysi...

Starting at

CA$250.00

T

The Paralegal

30 Minute video Meeting OR Call

Intake review of your matter including review of documents if necessary and next steps.

Starting at

CA$100.00

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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 4.9 out of 5.

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