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

Traction Bookkeeping, LLC

Traction Bookkeeping, LLC

Discovery Call

During this complimentary Discovery Call, we'll discuss your bookkeeping needs and determine the best way I can support you.To ensure we make the most of our time together, please answer all required booking questions when scheduling your call.This complimentary Discovery Call is reserved for new clients only. If we've already had a Discovery Call together, I'd love to continue the conversation! Please book a Paid Consultation for follow-up questions, bookkeeping advice, QuickBooks guidance, or...

Starting at
Free
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Jacques Jean-Baptiste, MBA

Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families.  Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

Starting at
Free
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Kim Lackie

Kim Lackie

30 Minute Meeting

Book a meeting with me for 30 minutes!I may have another meeting before/after my time with you, so if I am late or have to leave early I apologize in advance. Should our conversation nee more time let me know and I will adjust my calendar. Will can also book another time once we get chatting.Look forward to meeting with you! Have a great day!Kim

Starting at
Free
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Jamie Corby

Jamie Corby

New Enquiry

Thank you for considering Corby & Associates for your financial strategy needs. We look forward to discussing how we can help optimize your financial performance and growth.To make the most of our consultation, we kindly ask you to consider the following questions related to your finance stack. Your answers will help us tailor the discussion to your specific needs and challenges.

Starting at
Free
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Matt Schuberg

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Starting at
Free
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Liz Galvan

Liz Galvan

📜 15-Minute Consultation / Consulta de 15 Minutos

🇺🇸 EnglishHave questions before getting started? We’ll go over the document preparation service you’re interested in, what’s included, what information you’ll need, and the next steps to get started.Services Available:Revocable Living Trust PackageEssential Will PackageNevada Property Deed PreparationPower of Attorney PackageIndividual Power of AttorneyNevada Homestead DeclarationDISCLAIMERI AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATI...

Starting at
Free
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Empress Josephine

Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Starting at
Free
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Bakir AlAni

Bakir AlAni

15 Minute Free Consultation "No Obligation"

Schedule a complimentary 15-minute consultation with one of our TaxTechFS professionals. During this call, we’ll review your situation, answer your questions, and outline how our services can best support your personal or business tax goals.Whether you’re looking to file taxes, plan for the upcoming season, or discuss business compliance and bookkeeping, this session is designed to give you clarity and next steps — at no cost or obligation.

Starting at
Free
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Karitsa Kerns, CPA, EA

Karitsa Kerns, CPA, EA

Discovery Call

This is a brief introductory call (15 minutes) designed to assess your needs and determine whether we are a good fit to work together. During this call, we'll identify which of my services - such as tax preparation, tax planning, consultation, or resolution- best align with your situation.Please note: This is not a consultation. No specific tax advice, strategies, or solutions will be provided during this session.If it makes sense to move forward, you'll have the opportunity to book a comprehens...

Starting at
$50.00
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Ashley Magee

Ashley Magee

Veteran Disability Claim help! The rating you deserve

Are you a veteran that’s currently rated but feel that you deserve a higher rating? Book with me to increase not only your rating but your income! I aim for 100% for ALL my clients. This is a general call to ask questions about my services and how I can help you! Schedule your FREE consultation now! You deserve it !!

Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

Notary

Getting documents and paperwork notarized by a licensed notary in the State of Indiana.I am a licensed notary, a licensed remote notary and I also have taken classes for loan/document signing.DO NOT EXIT AFTER BOOKING! IT WILL REDIRECT YOU TO NOTARY FORM. Thank you!*** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward pricing total. The price listed is a deposit on services. I...

Starting at
Free
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Easy Mortgage Prequal

Easy Mortgage Prequal

20 Minute Meeting

Book a meeting with me for 20 minutes!-Booking a meeting is Easy, like the conversation we’ll have. If you prefer a live video call, we can do so as well. This meeting is for you so please ask any questions you may have. We will start with an introduction and ultimately get you prequalified.This Meeting Includes:Birds eye view of your home buying goal.Current Financial OverviewPreQualifying RoadmapFirst and Second StepsHome Search StatusWhat We Do for You.Q&ATalk with you soon,EasyMortgagePr...

Starting at
Free
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Chukwuka Okafor

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Starting at
Free
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Martin Wachtel

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Starting at
Free
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Blake Faraj

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Starting at
Free
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Peter Tsambounieris

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

Starting at
Free
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May Palencia

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Starting at
Free
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Anthony Pallarca

Anthony Pallarca

Follow Up | 2nd Meeting

Starting at
Free
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Richard S Anderson

Richard S Anderson

Trust Document Notarization

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

5 (1 review)
Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

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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