Directory by TidyCal
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 (380) Tax preparation (107) Financial planning (335) Bookkeeping (76) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

Dan Jones

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
Book now
Inc. to Inc. Justice Hub

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
Book now
Mandi Davenport

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
Book now
Ryan Fox

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
Book now
Liz Galvan

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
Book now
IRS Reply

IRS Reply

IRS Reply Follow Up (15 Minutes)

This free 15-minute follow-up call is designed to check on your progress, answer any new questions, and guide you through the next steps in resolving your IRS matter. Whether you’re preparing documents, awaiting a response, or reviewing your options—this session keeps things moving forward.

Starting at
Free
Book now
Hdg Bookkeeping LLC

Hdg Bookkeeping LLC

Diagnostic Review

Let me make sure your books are in order and ready for tax season.

Starting at
Free
Book now
Master Accounting and Tax Service

Master Accounting and Tax Service

60 Minute Tax and Business Consultation with Bill

Book a meeting with Bill for 60 minutes! Bill is the owner and primary tax preparer at Master Accounting and Tax Service. Bill has been preparing tax returns for over 21 years. He can assist both individuals and businesses with resolving tax issues, preparing and amending federal and state tax returns as well as addressing business formation issues. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

Starting at
$189.00
Book now
SANDRA SALCIDO

SANDRA SALCIDO

30 Min FirstTaxConsultationBusiness

Thank you for booking your first tax appointment!Make sure you are on time and all of your documents are uploaded to the portal.

Starting at
Free
Book now
Vince A.

Vince A.

Tax Preparation and Filing Appointment

Unifirst Financial & Tax Consultants offers tax preparation services designed to do more than just get your return filed.We help individuals, self-employed professionals, and business owners prepare and file accurately while providing added support beyond tax season. Your booking includes tax return preparation and filing, a mid-year tax review, and 3-year audit protection for added peace of mind.After your booking is reviewed and confirmed, you will receive an email from our office with ins...

Starting at
Free
Book now
Luntadila Paulo, CPA, MBA

Luntadila Paulo, CPA, MBA

Free Tax Return Review

Book your FREE Tax Return ReviewOn this call, we’ll review the tax return you filed to:spot potential red flags that could trigger an IRS notice or audit, andidentify missed tax benefits (deductions and credits) that may save you money.Please bring:a copy of the tax return you filed (federal + state), andthe documents used to prepare it (W-2s, 1099s, K-1s, expense summaries, bookkeeping reports, etc.).To learn more about our tax services, visit our website by clicking here!Follow us on social me...

Starting at
Free
Book now
Sana Hosseini

Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at
Free
Book now
Surya Padhi

Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Starting at
$50.00
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min IN PERSON) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(60 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
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(60 min ZOOM) 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
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 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
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 min ZOOM) 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
Book now
John Hagerman

John Hagerman

Free Retirement Audit

It takes more than money in the bank to create a great retirement, it takes a great plan. This conversation will give you an opportunity to explore how prepared you are, and where you need help. You'll get a lot of value from the chat, whether you sign up to work with John or not. Guaranteed. Click on the button to schedule your FREE audit.

Starting at
Free
Book now
Simon Skinner

Simon Skinner

igi

Are you seeking a reliable investment opportunity with a steady 2% monthly return? Look no further than igi's instant access accounts. Or perhaps you're seeking treasury management services that offer impressive returns for your company's investments. If you're a high net worth investor, we invite you to explore igi's professional funds, designed to maximize your investment potential and generate higher returns than our instant access accounts. Let's start a conversation about how igi can help y...

Starting at
Free
Book now

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

Events & Entertainment

128 providers

Consulting

118 providers

Education & Tutoring

86 providers

Home & Lifestyle

52 providers

Health & Wellness

51 providers

Spiritual & Faith

25 providers

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