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 (328) Tax preparation (116) Financial planning (294) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

Top legal & finance professionals

M

Marian

Tax Relief & Resolution Session

Feeling stuck, overwhelmed, or unsure what to do about your IRS situation?This private strategy session is designed to help you understand your options and get a clear plan of action. During our time together, we’ll:✅ Review your current tax situation✅ Identify what notices you've received or actions are pending✅ Determine whether you qualify for relief like audit defense, OIC, penalty abatement, or payment plans✅ Recommend the service best suited to your case✅ Answer your most urgent quest...

Starting at

$250.00

S

Shelly Clark, EA - Tax & Business Services

Tax Preparation Phone Consultation _ Individuals (copy)

This consultation booking link is only for individual tax returns.If you need a lengthier or more in-depth business tax matter or business setup consultation, please use this booking link: https://tidycal.com/shellyclarkea/businessconsultIf you have received an IRS or State notice, please use this link: https://tidycal.com/shellyclarkea/taxhelpconsultI understand that unexpected circumstances can arise and that appointments may occasionally need to be rescheduled. However, repeated changes to sc...

Starting at

Free

3

360 Global Business LLC

Introductory Call

A private conversation with Shannon C. Williams. Tell me what's on your plate, whether that's your taxes, your books, payroll, an IRS letter, or your business, and you'll leave with a clear next step.

Starting at

Free

C

Cassie Fennell

Payroll Chat with Dan

What to Expect from Your Payroll chatThis call is a friendly, informal conversation with Dan, our Payroll Clerk, designed to help us understand your payroll requirements and answer any initial questions you may have.Whether you're already employing staff and need clarification on your payroll processes, or you're preparing to take on your first employee and want to understand how everything works, Dan will guide you through the key points.During the call, you can expect:• A friendly introduction...

Starting at

Free

C

Cassie Fennell

45 minute consultation

What to Expect from Your Initial ConsultationDuring the 45 minutes, you can expect:A structured and purposeful discussionClarity on the services best suited to your needsAn overview of how we can support your businessA clear path forwardThis 45-minute consultation is designed to be a focused, one-to-one session with Cassie Fennell, delivered face to face at our offices. It’s an opportunity for us to get to know each other, understand your business, and establish exactly how we can support you mo...

Starting at

£120.00

C

Cassie Fennell

Power Hour with Cassie

What to Expect from Your Power HourThe Power Hour is a focused, one-off 60-minute video consultation with Cassie Fennell, delivered via Microsoft Teams or face to face at our offices. It is designed for business owners who want expert tax and accountancy advice without committing to ongoing services.During your Power Hour, you can expect:Dedicated, one-to-one advice tailored to your situationClear answers to your tax and accountancy questionsPractical guidance and recommendationsConfidence in yo...

Starting at

£499.00

B

Bridgett Martin

Tax Services Onboarding

This meeting is designed to walk you through the tax preparation process at Martin Management Solutions. We will review our tax document collection process, client intake requirements, secure document submission, preparation timelines, review and approval procedures, filing deadlines, and post-filing communication.We will also discuss your responsibilities as a taxpayer, how to communicate with our Tax Department, and what to expect throughout the tax preparation process.Please have any relevant...

Starting at

Free

D

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...

Starting at

$250.00

Y

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at

$297.00

D

Diamond Senior Living

Meet with Tiffany

"Fast, Focused Financial Advice"Busy schedule? No problem. With over a decade of experience, Tiffany can help you navigate key financial decisions and provide actionable advice tailored to your unique situation. From budgeting to investing, she offers concise and effective guidance that fits into your day. Book your session with Tiffany now and see how a little time can make a big difference.Notable Accolades:Chief Operations Officer of Meridian Venture PartnersExecutive Professional at Universa...

Starting at

Free

A

Angel Hartfield

15 Minute Meeting

Welcome to Legna Financials! We know your time is limited, so please schedule a short 15-minute consultation. We can help with anything from personal budgeting and business bookkeeping to taxes and advisory services.

Starting at

Free

F

Foundrs

Kennismaking met Silke

Maak kennis met Silke in een korte, doelgerichte sessie van 15 minuten. Deze kennismaking biedt een overzicht van de samenwerking, verwachtingen en mogelijke vervolgstappen. U kunt uit de sessie halen wat u kunt verwachten van de samenwerking, welke meerwaarde Silke biedt en hoe dit aansluit bij uw doelstellingen. Deze sessie is ideaal om snel af te stemmen en een basis te leggen voor toekomstige contacten.

Starting at

Free

M

Moses Nelson

Financial Strategy Consult Call

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won't outlive — all while protecting your family's future.In this consult, we'll explore indexed strategies that:Grow your money with index-linked gains — and no losses when the market dropsProvide tax-advantaged access to cash when you need itCreate a reliable stream of income you can count on for lifeSecure lifelong coverage and peace of mind for the people you loveBuild a legacy that lasts for generationsBoo...

Starting at

Free

M

Mz. Bee

Legacy Financial S.Y.S.T.E.M.S. Call

Questions about the Legacy Financial S.Y.S.T.E.M.S. class or Legacy Crown Enterprise? Book a call with Mz. Bee to talk about the class, what you'll learn, and your next step toward financial legacy.Connect with Legacy Crown Enterprise: Web — legacycrownent.com · Facebook — facebook.com/LegacyCrownEnt · YouTube — @Legacycrownent

Starting at

Free

J

Jesus Villalobos

Independent Agent Opportunity Conversation

A 30-minute conversation about independent, commission-based work with Universal Wealth.We’ll discuss what the work involves, licensing and training requirements, costs, available support, and how compensation works. Earnings depend on business results and are not guaranteed.Bring your questions and share what you want from a professional opportunity. Curiosity, coachability, follow-through, and care for people are a useful starting point. This conversation is a chance to understand the expectat...

Starting at

Free

J

James Gifford

Dr James Gifford - 15 min call

15 min call with Dr James Gifford, CEO Additionality. Advisor to UHNW families and foundations | Impact investing specialist | Co-founder and lead faculty “Impact Investing for the Next Generation” at MIT and CSP | Founder UNPRI | Lecturer | Speaker | Writer | Researcher

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

H

Heather Hayes

15-Minute Consultation

Book a free consultation with me to discuss how we can work together and see if we're a good fit.

Starting at

Free

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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