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

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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Marck Muñoz

Marck Muñoz

Diagnóstico Financiero Privado 360°

Sesión Estratégica ALLZ | Protección e Inversión InteligenteEn esta sesión revisaremos tu situación financiera actual y detectaremos si tiene sentido crear una estrategia para retiro, inversión o protección. Primero entendemos tu caso. Después te doy una recomendación clara y personalizada según tu objetivo.

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

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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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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Luke Johnson

Luke Johnson

Coverage Meeting

In this Meeting we will discuss your personal and commercial needs. We will review your current policies and if needed customize your insurance for what you are comfortable with.I will call you within 5 minutes of your scheduled time.

Starting at
Free
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Tanya Johnson

Tanya Johnson

Commercial Lines Insurance Consultation - 30 Minutes

Please select this option if you have questions about commercial auto, workers compensation, commercial general liability, or businessowners policies.

Starting at
Free
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Quinn Fournier

Quinn Fournier

Insurance Intro

Welcome! I’m Quinn Fournier, and I’m here to guide you through the best insurance and investment options for your family. Let’s connect and explore how we can build a solid financial plan that fits your needs. Choose a time for our introductory call, and we’ll begin crafting your path to financial success. A Zoom link will be emailed to you.

Starting at
Free
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Marcel Lashover

Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book this Zoom Consultation and we can walk through questions, numbers, or documents together, screen-to-screen, at a time that's convenient for you.This a free 30-minute, no-obligation, consultation. On this Zoom call, we'll discuss your needs, and help you discover the best solution to protect your family and assets.*Please note: Because of the limited two hour Zoom appointment window, I need to manually approve appointments.

Starting at
Free
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Aderimike Lala

Aderimike Lala

1:1 Money Clarity Session 💰✨ Giveaway

1:1 Money Clarity Session 💰✨Get clear, confident, and in control of your finances in just 60 minutes!Struggling with budgeting, saving, investing, or debt? Let’s tackle your biggest money questions together in a private 1:1 session designed to give you actionable insights and a personalized game plan for your financial goals.What You Can Ask Me About:✅ Budgeting Made Easy – Build a budget that actually works for YOU✅ Saving Smarter – Create an emergency fund or improve your savings strategy...

Starting at
Free
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Vinoth Babu

Vinoth Babu

Tirunelveli Sripuram Office - 15 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at
Free
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Jordan Wells

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Starting at
Free
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Philippe Lucas

Philippe Lucas

Free Evaluation of Your Books

Let's Start With a Free AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Starting at
Free
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Life & Taxes Advisory Solutions LLC

Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Starting at
$150.00
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Ram Bavanari

Ram Bavanari

Explore Super visa& Visitor insurance, Life Insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Starting at
Free
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Nigel Bettencourt

Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]

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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