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 (400) Tax preparation (113) Financial planning (335) Bookkeeping (78) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

D

Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Starting at

Free

O

Odel Hilgendorf

Project Cost Estimation & Budgeting

This 30-minute consultation provides an opportunity to discuss your project’s cost estimation, budgeting strategies, and financial forecasts. I'll help you understand how accurate cost breakdowns and risk-adjusted budgets can protect your margins and ensure the financial health of your project from the start.

Starting at

$200.00

L

Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Starting at

Free

V

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Starting at

$50.00

S

Suzy Mallett

Rendez-vous découverte – Audit

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière pour atteindre tes objectifs.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.⏱ Durée : 30 minutes📍 En visio

Starting at

Free

S

Samaniego & Associates

Financial Checkup – Complimentary Consultation

Let's make sure your financial plan is working as hard as you are.This is a one-on-one meeting with Omar Samaniego, Financial Professional with Samaniego & Associates.Take the first step toward a more confident financial future with a complimentary Financial Checkup from Samaniego & Associates.During this one-on-one meeting, we'll review your current financial picture, discuss your goals, and identify opportunities to help better protect your family, grow your retirement savings, and pre...

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic QBO Review with 15 Minute Meeting

Paid Diagnostic QuickBooks Online Review with a 15-minute Zoom meeting!For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the video call meeting, we will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instruction...

Starting at

$257.00

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic Xero Review with 15 Minute Meeting

Paid Diagnostic Xero File Review with a 15-minute Zoom meeting! For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the video call meeting, we will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instructions on ho...

Starting at

$257.00

V

Vinoth Babu

Tirunelveli Sripuram Office - 30 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at

Free

L

Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete 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...

Starting at

Free

I

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

P

PhD. Alexandra V. Cevillano

INTERVENCIÓN ESTRATÉGICA PARA GRANDES PATRIMONIOS.

Ha tomado una decisión que la mayoría posterga:Analizar su estructura patrimonial antes de que el riesgo se materialice.Esta intervención está diseñada para trabajar sobre la protección, organización y continuidad del capital en contextos jurídicos y regulatorios complejos.No es una sesión aislada.Es un proceso estratégico.Cómo se desarrollaAntes de la primera sesión, deberá completar un formulario estratégico.Este paso es obligatorio.La calidad de sus respuestas determina directamente la profun...

Starting at

$2,997.00

J

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at

Free

M

Manuel Zornoza

Consultoría para particulares

Sesión personalizada donde analizar algunos de los temas más comunes a la hora de comprar o reformar una vivienda:- Análisis de viviendas que te interesen.- Cambios de distribución.- Resolución de dudas sobre reformas.- Revisión de documentación legal (arras, compraventa, ect...).- Revisión de documentación técnica (planos, calidades, ect...).- EctPrecio único: El coste es de 121€Península y Baleares: incluye el 21 % de IVA.Canarias, Ceuta y Melilla: ajustado al régimen fiscal correspondiente.El...

Starting at

€121.00

N

Nikita Khodkov

In-person Immigration consultation with an IAA licenced immigration advisor at our office

Initial consultation: 1-hour consultation with a licensed Immigration Lawyer, Coventry Street Services LimitedBUILD BESPOKE IMMIGRATION STRATEGY FOR YOUR FASTEST AND EASIEST ROUTE TO BRITISH CITIZENSHIPThe fee includes a 60-minute consultation, providing supporting documents, templates, and links afterwards. Most importantly, this fee includes evaluation of your case by our team of professionals.Note that if you instruct us to work on your case within 1 week of the consultation, we will deduct t...

Starting at

£360.00

E

ES ABOGADO EXTRANJERIA

Spain Home Way- CONSULTORÍA ONLINE

Validación de la Reserva: La consulta está previamente pagada. Tenga en cuenta que cada contratación otorga derecho a una única consulta. El sistema detectará y anulará automáticamente cualquier reserva duplicada o adicional asociada a un mismo pago, manteniendo válida únicamente la primera fecha reservada.Horario y Duración: Entendemos que su tiempo es valioso y nuestro objetivo es cumplir estrictamente con el horario. Sin embargo, la hora de inicio es aproximada; la atención personalizada pued...

Starting at

Free

T

True Values Global Corporation

Nonprofit/Foundation Formation & 501c3 Advisory

Join True Values Global Corporation for a focused 60-minute session on Nonprofit/Foundation Formation & 501c3 Advisory. In this concise consult, you’ll learn how to start your nonprofit the right way, secure 501(c)(3) status efficiently, and explore options for establishing your private foundation.Expect actionable guidance on eligibility, documentation, and timelines, along with tailored next steps to accelerate your nonprofit journey. This session is ideal for organizations seeking clarity...

Starting at

$1,000.00

T

True Values Global Corporation

TVG with Preferred Attorney Consult

Join a 60-minute coordinated consult with True Values Global Corporation, TVG, and our preferred attorney. This session is designed to ensure your trust is set up correctly from the outset, with guidance that aligns legal and financial objectives.During the appointment, attendees can expect a clear overview of trust structure, key considerations, and actionable next steps to optimize asset protection and estate planning. Advance preparation and thoughtful questions will help maximize value from...

Starting at

$2,500.00

A

Augmentron Consultancy CEO

Visa Application and Management Consultation

We handle visa applications and visa renewals for students, professionals, spouses, children, other dependents, and all other categories. We have over 20 years experience in visa processing and we are committed to complete transparency and integrity in all our dealings. We look forward to applying or renewing your visas, worldwide!

Starting at

₹10,000.00

M

Michelle Abbott

Remote Notarization (Remote Ink Notarization)

Remote Ink Notarization (Montana – Acknowledgments Only)A convenient, compliant alternative to in-person notarization. This service allows you to complete your notarization remotely while maintaining the integrity of a traditional ink-signed document.You will sign your document in advance, then once I receive the documents, meet briefly over a live video session where your documents, identity and signature are confirmed. Once verified, your notarization is completed and returned according to you...

Starting at

Free

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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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