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

S

Sonya Deal

EXISTING CLIENT Tax Resolution/Penalty Abatatement/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for existing clients for Tax Resolution for returns filed by Tax & Notary Solutions. We can discuss valid penalty abatements, payment plans and tax strategy. In-Person or phone.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12 hours of appointment time will be charged $15.--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.--All "no-show" appointments will be charged 100%...

Starting at

$75.00

S

Sonya D. Bright, EA

Tax Problem Triage Call

Received an IRS notice? Not sure what to do next?Schedule a complimentary 15-minute call to discuss your situation and determine whether TaxDecoders is the right fit.All appointments are conducted virtually using secure technology.If you received an IRS notice, please have it available when we speak. Do not upload or email tax documents before your appointment.If your IRS notice has a response deadline, please mention it when completing the booking questions.This is a brief qualification call. I...

Starting at

Free

S

Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at

Free

S

Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Starting at

$50.00

C

Corey M Stackhouse, CFP®

(45 min IN PERSON) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

C

Corey M Stackhouse, CFP®

(60 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

C

Corey M Stackhouse, CFP®

(60 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

C

Corey M Stackhouse, CFP®

(75 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

C

Corey M Stackhouse, CFP®

(75 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

D

Dan Jones

Employee Benefits Enrollment Session Colonial Life

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

D

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Starting at

Free

T

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Starting at

Free

M

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

B

Barnhart Financial Group

Job Interview

Join a focused Job Interview session designed to assess fit and potential collaboration. This 30-minute phone interview will provide a concise overview of your background, the role, and next steps.Expect a structured conversation with clear questions and opportunities to highlight your experience. Attending will help you understand how your skills align with Barnhart Financial Group’s objectives and determine if this is the right opportunity for both parties.

Starting at

Free

I

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

A

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Starting at

CHF 100.00

J

Jonathon Gouge

Medicare School

Medicare 101 - learn how the medicare machine works

Starting at

Free

B

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn 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

A

Advisorcove

AdvisorCove Platform Demo

Advisorcove.comSee how AdvisorCove helps independent Medicare advisors build a more professional, organized, and modern practice.During this personalized demo, we'll walk through:Your branded AdvisorCove websiteGuided Medicare client intakeOnline appointment schedulingAdvisor workspace and workflow toolsThe free AdvisorCove DirectoryBest practices for preparing your practice for AEPQuestions and live discussionWhether you're exploring AdvisorCove for the first time or deciding if it's the right...

Starting at

Free

L

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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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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