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

Terra Del Mar Partners

Terra Del Mar Partners

7. Regulatory Compliance

This service includes 30-minute initial consultation + Comprehensive legal and regulatory guidance covering safety, labelling, claims, registration.Fee will be deducted from your final service if you proceed within 10 days. Guidance on EU, US (FDA), and other international cosmetic regulations; product registration; safety dossiers; labelling and claim compliance. This typically varies by product/SKU due to dossier, claims review, labelling etc.Important Notes:Full payment required upfront befor...

Starting at
€250.00
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Liz Galvan

Liz Galvan

📜 Consulta Virtual de 15 Minutos sobre Fideicomisos y Planificación Patrimonial

Consulta de 15 Minutos sobre Fideicomisos y Planificación PatrimonialObtén claridad antes de comenzar con tus documentos de fideicomiso o sucesión. En esta breve sesión revisaremos qué incluye el paquete, qué información necesitas reunir y cómo funciona la cita por Zoom para completar y revisar tus documentos.Importante: Esta no es una consulta legal. No soy abogado(a) y no brindo asesoría legal, fiscal ni financiera.

Starting at
Free
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Christian Gottschling

Christian Gottschling

15 Minuten Telefonat Erbengemeinschaft

Buchen Sie jetzt einen 1:1 Termin1. Termin wählenWählen Sie einen freien Slot aus.2. Teilen Sie uns mit, wer Sie sind Bitte tragen Sie Ihre Kontaktdaten ein - Name, E-Mail, und die Telefonnummer, unter der wir Sie anrufen sollen.3. Teilen Sie uns Ihr Anliegen mit Was ist Ihr Anliegen für das Telefonat?

Starting at
Free
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Jasmine Howard

Jasmine Howard

Discovery Call: Individual IRS Issues 30 Mins

A 30-minute discovery call to review your IRS situation and explore potential resolution options. This is not a sales pitch — it’s a chance for us to understand your challenges, answer your initial questions, and outline possible next steps. You’ll leave the call with clarity on your situation and whether working together makes sense.

Starting at
Free
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Helpsinistre

Helpsinistre

Entretien-conseil sinistre 60mn

Consultation complète avec un expert Helpsinistre pour les cas sensibles ou avancés.Décryptage complet de votre situation, appui technique et rédactionnel, conseils stratégiques pour maximiser vos chances d’indemnisation.A l’issue de l’entretien, si besoin, une proposition d’accompagnement personnalisé pourra vous être faite.Durée : 60 minutes – CHF 100.– TTC⚖️ Pour sinistres litigieux ou lourds – 📑 Accompagnement structuré – 🧾 Aide à la constitution du dossier_________________________________...

Starting at
CHF 100.00
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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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Liz Galvan

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
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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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PhD. Alexandra V. Cevillano

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
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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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Martine Veltman

Martine Veltman

IB aangifte meeting 90 min.

Starting at
Free
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Martine Veltman

Martine Veltman

IB aangifte meeting 120 min.

Starting at
Free
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Assistance Tax Relief, Inc.

Assistance Tax Relief, Inc.

Case Investigation & Resolution Strategy Plan

Our comprehensive case investigation is designed to give you a full case review of your current status and resolution options available to you, including direct contact with the taxing authority to receive complete and accurate information. What you’ll receive:One-on-One Consultation: We’ll discuss your current tax issues in detail to fully understand your situation and concerns.Direct Contact with Tax Authorities: With your authorization, we’ll contact the IRS or state taxing agency on your beh...

Starting at
$625.00
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Martin Management Solutions LLC

Martin Management Solutions LLC

Tax | Return Meeting | 30 min

Schedule a tax return appointment.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

ASESORÍA 1:1 PERSONAS MORALES

¿TIENES DUDAS SOBRE LA SITUACIÓN CONTABLE O FISCAL DE TU NEGOCIO?Estás en el lugar indicado, soy ISA Contadora Fiscalista independiente y consultora certificada. Mi propósito es ayudar a las MiPyMes, emprendedores, profesionistas o freelancer; a ordenar, estructurar y planificar sus finanzas para lograr el éxito en sus negocios!Por medio de esta asesoría podemos tratar temas como:Elegir el régimen fiscal más conveniente para tu negocio.Elegir el régimen jurídico de tu negocio.Constitución de S.A...

Starting at
MX$1,900.00
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Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Quest Legal - Comprehensive Tax Planning Session

Now that you have completed your exploratory call with Quest Legal regarding tax advisor services, let's get to work for you! The next step is to schedule your Tax Advisory Consultation call with Nichole.The goal of this session is to uncover any necessary tax, business, asset protection, and wealth-building strategies you and your family can benefit from. In this session, you and Nichole will work together to craft your strategic tax plan and she will identify those resources to help get it don...

Starting at
$2,200.00
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Martine Veltman

Martine Veltman

IB aangifte meeting 45 min.

Starting at
Free
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IRS Reply

IRS Reply

IRS Case Status Update Call

Let’s review any updates or correspondence we’ve received from the IRS regarding your case. We’ll explain what it means and discuss what’s next.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

(1) ASESORÍA PARA EMPRENDEDORES

¿ES TU PRIMERA VEZ CON EL SAT?¿Estás a punto de comenzar tu primer trabajo?¿Vas a emprender o a darte de alta por primera vez ante el SAT?¿Ya tienes un negocio y lo quieres formalizar?Entonces esta cita es para ti. 💡Sabemos que entrar al mundo de los impuestos puede dar miedo o parecer complicado,pero no estás sol@ en esto.En esta asesoría personalizada te explicaré de forma clara, sencilla y sin juicios:✅ Qué trámites debes hacer✅ Qué obligaciones tienes✅ Cómo cumplir sin enredos ni multas...

Starting at
MX$1,000.00
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

In-Person Tax Prep – Reserved Appointment

You’re booking an in-person tax preparation session. This appointment is reserved exclusively for you and is designed to complete your tax return in one visit whenever possible. It’s ideal if you prefer face-to-face conversation, want to review documents together, or have questions that are easier to walk through in person.To make the most of our time, please bring all relevant tax documents with you to the appointment. If you’re able, uploading documents to your secure client portal in advance...

Starting at
$175.00
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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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