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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 (401) Tax preparation (114) Financial planning (337) Bookkeeping (81) Insurance consulting (80) Estate planning (14)

Top legal & finance professionals

Andrea García Marmolejo

Andrea García Marmolejo

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEAndrea García MarmolejoEspecialista Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Gerardo Ammaury Flores Sánchez

Gerardo Ammaury Flores Sánchez

Pensión ISSSTE

Asesoría de 30 Minutos Pensión ISSSTEGerardo Ammaury Flores SánchezEspecialista Pensión ISSSTETelefono: 55 5550 9813 Ext.124WhatsApp: 52 55 1567 4975

Starting at
Free
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Michelle Smith

Michelle Smith

Accountant Power Hour

Need in-depth guidance - book a consultation with our accountant. If you want to provide a list of questions in advance you certainly can - it sometimes helps us to make sure we're prepared. We want you to go away with a clearer head feeling more confident about understanding your finances.PRICE: £300 (inc VAT)Payment TermsAs soon as you book you'll be sent a link to the payment page.Payment is non-refundable unless notice of cancellation is given at least 12 hours before the appointment. Cancel...

Starting at
£300.00
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Adam Hernandez

Adam Hernandez

Chat with Adam - Your Texas Mortgage Lender

Whether you're looking to purchase a new home, refinance your existing mortgage, or explore home equity solutions, I can offer personalized guidance tailored to your financial goals.I can help you understand the various loan products available, assess your eligibility, and determine the best strategy to secure favorable terms. This collaborative approach ensures you feel confident and informed as you make significant decisions about your home investment.Adam H. - Your Texas Mortgage Lender

Starting at
Free
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Client Success Manager

Client Success Manager

Credit Repair Consultation

Take the first step toward improving your credit with a Credit Repair Consultation. During this 15-30 minute session, we will:Review Your Credit Report to assess your current financial standing.Identify Negative Items impacting your credit score.Discuss Personalized Strategies to rebuild and strengthen your credit profile.Whether your goal is to qualify for a loan, secure lower interest rates, or achieve financial stability, we’re here to guide you. Book your consultation today and start your jo...

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

(2)ASESORÍA 1:1 PERSONAS FÍSICAS

¿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 ti.Obligaciones fiscales que debes cumplir.Nóminas y seguridad social.C...

Starting at
MX$1,300.00
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RedIntegration

RedIntegration

Eliminate your personal debt by self-banking with retirement funds!

Do you have personal debts that you are cycling every month?Credit cards, car payments, personal loans and student loans?Is this creating a drag on your personal financial goals and retirement savings?Does your abysmal debt-to-income ratio make you ineligible for a home mortgage?Is this crushing debt destroying your credit rating?Eliminate your personal debt by self-banking with retirement funds!Did you know that you can borrow from a 401(k) to pay these debts down and reimburse your own retirem...

Starting at
Free
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RROIEL ORTIZ

RROIEL ORTIZ

Executive Strategy Session

Step into a world where your business and financial future are treated with the utmost care and exclusivity. Our Executive Strategy Session is not just a consultation—it's a curated, one-of-a-kind experience designed for high-level business owners and professionals who demand the best.From the moment you book your session, our team takes care of all the details. We provide personalized accommodations, ensuring that every aspect of your experience reflects your unique needs and aspirations. Wheth...

Starting at
$17,000.00
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Robin D. Schupelius

Robin D. Schupelius

Kostenlose Beratung Vermögensschutz

Krisenszenarien allerorten.Bargeld schwindet und verliert an Wert, Aktienmärkte wackeln und bringen doch Heilsversprechen, Digitalwährungen werden als Lösung angepriesen, Versicherungsguthaben liegen weit unter den versprochenen Werten und sind durch §314 VAG sogar vom Totalverlust bedroht.Rohstoffe, Gold, Silber werden angepriesen, aber mancher hat auch schon vom Thema Goldverbot (oder Silberverbot) gehört.Immobilien halten möglicherweise auch nicht was sie versprechen, wenn der übergriffige St...

Starting at
Free
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Jasmine Rice

Jasmine Rice

Profit and Cash Flow Analysis

Ready to take control of your Shopify store’s finances? During this call, we’ll dive into your business journey, revenue goals, and key challenges. We’ll discuss:Your current financial management setup, including accounting, CFO strategy and tax strategy.Specific pain points, like cash flow management or reconciling Shopify fees.Your financial goals for the next 12 months, whether it’s scaling, improving profitability, or streamlining operations.How my firm’s e-commerce expertise can help you ac...

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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Humberto Fuenmayor

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

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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Liz Galvan

Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at
Free
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Ensure Benefits

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

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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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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Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Quick question / need advice

This type of appointment is for someone who just wants some quick advice. This is typically via phone call (but can be by Zoom.) In person appointments are not booked here!! Once you book, if you need to change your preference, you can let us know. We do our best to accommodate.Times outside what you see available get and in-person meetings are both available on a case-by-case basis, based on her personal availability and discretion. If you desire an alternate time or in person meeting, email ni...

Starting at
$100.00
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Yannick Schwartz

Yannick Schwartz

GmbH kaufen oder Firma sauber verkaufen

In diesem 1:1 Gespräch klären wir gemeinsam, wie du ohne Papierkrieg, ohne Chaos und ohne böse Überraschungen deine GmbH übernehmen oder deine bestehende Firma sauber verkaufen kannst.In ca. 30 Minuten bekommst du:eine ehrliche Einschätzung, ob ein GmbH-Kauf, eine Übernahme oder ein Verkauf in deiner Situation sinnvoll ist.einen klaren Überblick, wie der Prozess mit Firmando konkret abläuft.eine realistische Zeitlinie, wie du innerhalb von 24–48 Stunden nach Notartermin geschäftsfähig sein kanns...

Starting at
Free
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Inc. to Inc. Justice Hub

Inc. to Inc. Justice Hub

Smart Justice Partnership: (Attorneys Only)

ATTENTION SMALL FIRM and LARGE FIRM ATTORNEYS: Elevate Your Practice with a Strategic Partnership from Smart Justice ConsultingInc. to Inc./Smart Justice Consulting, is offering exclusive Attorney Partnership Meetings for small firm attorneys seeking innovative ways to expand their client services, meet court expectations, and enhance public safety outcomes.Through a donor-supported and vendor-based partnership, we deliver critical services that complement your legal practice, including:Customiz...

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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