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 (399) Tax preparation (117) Financial planning (335) Bookkeeping (80) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

J

Jane S Wilson, LLC | Immigration

Intro 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

$57.00

D

DigitalDetectives

🔍 Coaching Intensif – 1 heure

Bénéficiez d’une analyse complète et de recommandations concrètes sur votre situation grâce à ce coaching intensif avec un ancien inspecteur de police judiciaire.✅ Analyse approfondie✅ Élaboration d’une stratégie claire et réaliste✅ Recommandations pratiques et sécurisées✅ Explication des leviers légaux disponibles👉 Idéal pour obtenir un plan d’action structuré et avancer sereinement.

Starting at

CHF 200.00

J

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

F

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

F

Fedor Pankratov - Goldman Solutions

Первичная консультация: Переезд в Великобританию через бизнес и инвестиции

Первичная консультация: иммиграция в Великобританию через бизнес и инвестицииВ ходе консультации вы узнаете:доступные иммиграционные маршруты через бизнес и инвестиции;этапы иммиграционного процесса: виза, постоянное проживание и гражданство Великобритании;варианты нашей поддержки;ответы на ваши вопросы по иммиграции.Важная информация:Пожалуйста, записывайтесь только в том случае, если вы планируете запуск бизнеса или инвестиции в Великобритании.После записи вы получите приглашение в Google Meet...

Starting at

£120.00

L

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

R

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

R

Ruth David

Spousal Consultation

Our Spousal Sponsorship Consultation is designed for Canadian citizens and permanent residents who are planning to sponsor their spouse or partner. If you're ready to take the next step in bringing your loved one to Canada, this one-hour session will give you the expert guidance and clarity you need.During the consultation, we will evaluate your eligibility and walk you through the sponsorship process. We’ll explain the required documents, key obligations, and what to expect at each stage. You'l...

Starting at

CA$120.00

L

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

L

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

L

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

M

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

H

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

I

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

E

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

P

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

J

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

K

Kia A. Harris Tattegrain

45 Min Nonprofit Consult Call

Determine a topic you would like to discuss and be prepared with questions and something to write with. Topics include starting a nonprofit, communications, fundraising, organizational development and more.

Starting at

$55.00

I

Itzel Bennett

Immigration Form N-400 Application for Citizenship

Immigration Form N-400 Application for CitizenshipJoin a focused 60-minute session with Itzel to explore the naturalization process for becoming a Lawful Permanent Resident (LPR) in the United States. You’ll receive guidance on eligibility, essential steps, and recommended study materials to prepare for the naturalization interview and test.This session is designed to clarify requirements, answer questions, and help you plan the path toward U.S. citizenship.Please be advised that there is a non-...

Starting at

$200.00

D

Dan Carter

General Consultation (30 minutes)

General consultation about crowdfunding offerings, regulatory filing requirements, cap table structure, executive consulting, shareholder meetings, corporate actions, offering marketing, and more. For IPO or exchange listing discussions, please book under the IPO booking type.Google Meet:To join the video meeting, click this link: https://meet.google.com/wax-fxvf-rzkOtherwise, to join by phone, dial +1 415-943-0095 and enter this PIN: 294 044 941#To view more phone numbers, click this link: http...

Starting at

$195.00

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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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