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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 (413) Tax preparation (120) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

IRS Reply

IRS Reply

Onboarding Call

Let’s finalize your onboarding. We’ll collect signed authorizations, ensure payment is complete, and begin work on your IRS case. This session gets everything officially started.

Starting at
Free
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Jane S Wilson, LLC | Immigration

Jane S Wilson, LLC | Immigration

Follow-Up Meeting

Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at
Free
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Fedor Pankratov - Goldman Solutions

Fedor Pankratov - Goldman Solutions

Initial Consultation: UK Business & Investment Immigration

Initial Consultation: UK Business & Investment ImmigrationThis consultation is intended for individuals considering UK immigration through business or investment routes.During the consultation, you will understand: UK visa routes via business & investment options; Immigration process: visa, permanent residence & British citizenship; Our assistance options; We will aim to answer your immigration questions.Important Information: Please book only if planning to launch a business or inve...

Starting at
£120.00
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Lauren Pride

Lauren Pride

General Notary Appointment (Mobile)

Mobile notary service for personal and business documents . This booking collects the $50 administrative fee to confirm your appointment.This appointment covers 30 minutes .Travel fees will apply and will be invoiced separately.👉 Booking & Payment TermsPayment: All fees are due at the time of booking to confirm your appointment.Administrative Fee (non-refundable): The admin/clerical fee secures scheduling, communication, document prep review, and compliance checks. If you reschedule, the sa...

Starting at
$50.00
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Ruth David

Ruth David

Refusal Consultation

Had your Canadian visa refused? Whether it’s for permanent residence, study, work, or visitor purposes, we're here to help you understand what went wrong—and what to do next.In this consultation, we carefully review your refusal letter and GCMS notes, assess the strengths and weaknesses of your application, and explain the factors that may have led to the refusal. Based on your unique situation, we’ll guide you through possible next steps—reapplying, appealing, or exploring other suitable pathwa...

Starting at
CA$100.00
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Ireen

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
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Gillian Wilson

Gillian Wilson

Medicare Consultation

Need to review your Medicare Options? We are here for you.

Starting at
Free
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Michelle Salinas

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at
Free
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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John Sim

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
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Dan Jones

Dan Jones

Employee Benefits Enrollment Session

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
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Barnhart Financial Group

Barnhart Financial Group

Barnhart Financial Group - Mortgage Protection Appointment

Schedule a Mortgage Protection Appointment for a concise, focused session designed to help you understand options for safeguarding your home loan and your family’s financial security. In 20-30 minutes, you’ll receive a clear overview of available mortgage protection products, potential costs, and personalized next steps.Attendees can expect practical guidance, actionable recommendations, and answers to their questions to help them make informed decisions. This ses...

Starting at
Free
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Assurconseils - L'assurance d'être bien couvert

Assurconseils - L'assurance d'être bien couvert

Conseil personnalisé – 30 min (CHF 60.–)

Objectif : Répondre à une ou plusieurs questions ciblées liées à vos contrats ou à un produit d’assurance.Vous avez des questions précises concernant un contrat, une couverture, un produit, ou vos droits ? Nous vous apportons des réponses claires et objectives selon votre situation, les textes légaux (LCA) et les conditions générales d’assurance.👉 Exemple d’utilisations :Comprendre une clause dans votre contratAnalyser une offre ou une proposition d’assuranceRépondre à un refus de prise en char...

Starting at
CHF 60.00
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Brittney Brock

Brittney Brock

Extended Cancer Protection or Life/Final Expense

Have concerns about some of these areas? Schedule a call to see what you may/may not qualify for.

Starting at
Free
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Broker Seguros

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos habl...

Starting at
Free
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Broker Seguros

Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at
Free
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Broker Seguros

Broker Seguros

Seguro de protección patrimonial 🏦

💰 Proteja su patrimonio, el de su familia o empresa¿Ha pensado que pasaría si uno de los socios de su empresa o negocio fallece?Le ayudaremos a proteger sus activos sin afectar las utilidades de su empresaIdeal para:Empresarios que no tienen un plan de continuidad en su empresaDueños de negocio que quieran proteger sus bienesEmpresas con pagos de ISR altosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija...

Starting at
Free
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Gabriela Díaz

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Gabriela Díaz

Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Aura Trejo Almazan

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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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 4.8 out of 5.

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