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.

Top legal & finance professionals

Chukwuka Okafor

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Starting at
Free
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Blake Faraj

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Starting at
Free
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Peter Tsambounieris

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

Starting at
Free
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May Palencia

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Starting at
Free
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Karitsa Kerns, CPA, EA

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Starting at
$500.00
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Joseph

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Starting at
Free
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Flavia Justice

Flavia Justice

Tax Services

Justice Accounting and Tax offer a wide range of tax services, including:1. Tax Preparation: We provide tax preparation services for individuals, businesses, trusts, and estates. We can help you complete and file your taxes accurately and on time.2. Tax Planning: Our experienced tax professionals can help you plan for the future by providing tax strategies to minimize your tax liabilities.3. Tax Representation: If you are facing an IRS audit or other tax-related issue, we can provide representat...

Starting at
Free
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Jinny Khan | EA

Jinny Khan | EA

Tax Resolution Consultation

Starting at
Free
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Fred Lundin CPA

Fred Lundin CPA

E-Commerce Sales Tax Consultation

A one hour consultation with a Chicago based Certified Public Accountant (CPA) to discuss sales tax issues and questions. 10+ Years of Industry ExperienceExpert Sales Tax ComplianceE-Commerce Compliance & RegistrationExplanation of Applicable Taxes and Required LicensesFocused on ecommerce, get an in-depth consultation and answer questions regarding sales tax compliance, sales tax nexus, sales tax liabilities, and more.

Starting at
$75.00
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Assistance Tax Relief, Inc.

Assistance Tax Relief, Inc.

Free Consultation

My free consultation is the perfect first step toward getting the answers you need. During this no-obligation session, we will:Review Your Tax Situation: We'll go over the details of your tax issues to understand what you're facing.Discuss Basic Financial Information: A brief overview of your income, expenses, and assets to get a clear financial snapshot.Explore Potential Resolution Options: Based on the information you provide, we’ll outline possible solutions that may be available to you — suc...

Starting at
Free
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Ro

Ro

Tax Prep Session

This appointment is designed to give you clarity, confidence, and a premium level of support throughout tax season. Together, we'll review your information, and organize your documents, and identify every deduction and credit you're eligible for to help maximize your refund. Expect a smooth, elevated, and results-driven experience and professional guidance with real support from start to finish.

Starting at
Free
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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
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Marit Burmood

Marit Burmood

Q4 Advisory Client Meeting

A quarterly advisory check-in with Marit Burmood and Rex Burmood. We will cover how income is tracking this year, the Q4 estimated tax payment due January 15, a projected tax liability picture, year-end moves to consider before December 31, and time for your questions.

Starting at
Free
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Maître Adiki KOKO

Maître Adiki KOKO

Première consultation au cabinet sis 46 Quai Joseph Gillet, 69004 Lyon

RESERVEZ VOTRE RENDEZ-VOUS (Consultation gratuite si dossier confié au Cabinet).

Starting at
Free
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Anastasia Mironova, Notary Public

Anastasia Mironova, Notary Public

30-Minute In-office Notarization Appointment (for Multiple Documents or Multiple Signers)

Please schedule this appointment if you have multiple documents to notarize.Please check in at the front desk after arrival.We accept cash, major credit & debit cards.$15 per signature for Jurat, Acknowledgment, Oath or Certified copy of Power of Attorney.Apostille -$199 per apostille ($100 each additional).US Military Veterans Notarization - FREENotarization of signatures for vote my mail ballot -FREEPlease make sure your documents have NO blank spaces!If you have any questions or the front...

Starting at
Free
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Fiona Redden

Fiona Redden

Financial Advising Meeting

Whether you're in Canada (where I’m licensed) or in the U.S. (where I’ll connect you with a trusted partner), this call is about getting a real picture of your goals and helping you build toward the future you want.Here’s what we’ll cover:🔹 20–30 minutes exploring your dreams, goals, lifestyle plans, and current satisfaction with your financial situation 🔹 5-minute walkthrough of how I work and what tools I use to help clients build wealth and protect their legacy 🔹 We’ll gather some basic nu...

Starting at
Free
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Lakita Rice

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Starting at
$75.00
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Dani Trujillo

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Starting at
$50.00
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Keana Spencer

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

Starting at
$175.00
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Steve Klinenberg

Steve Klinenberg

Fractional CFO Intro session (45 minutes)

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 45 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Starting at
Free
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Frequently asked questions

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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 4.8 out of 5.

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