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

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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Pablo Prado Marrón

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at
Free
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Tax Smartermo

Tax Smartermo

Premium Consultation

Our Premium Consultation provides a comprehensive, in-depth analysis tailored to your financial or business needs. This consultation is ideal for individuals or business owners who require advanced tax strategies, detailed bookkeeping solutions, or want to optimize their financial management. We'll dive into your business structure, long-term goals, tax planning, cash flow management, and any specific challenges you face. You’ll receive a customized strategy and actionable steps to elevate your...

Starting at
$200.00
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NAF Black Impact

NAF Black Impact

30-Minute Mortgage: Credit Score Boost!

We're Spilling the Tea for Free!Thinking about buying a home but worried about your credit score? You’re not alone. We’re pulling back the curtain on what REALLY impacts your score and showing you quick fixes and long-term strategies to get it mortgage-ready.If you’re asking:“What credit score is needed to buy a house?”“How can I boost my credit before applying for a mortgage?”“Does a higher credit score get me a lower mortgage rate?”👉 This FREE, class has the answers!Why Pull Up?✅ Because kno...

Starting at
Free
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Jeremy Christensen

Jeremy Christensen

VIP Half Day

Join me for a 4 hour 1:1 consulting session tailored to your Expat financial needs. We'll conduct a thorough analysis of your current financial structure and develop a personalized, tailored plan to safely and efficiently reorganize your finances for a seamless Expat transition.I'll provide custom recommendations for Expat-friendly financial institutions, account types, useful financial apps, common scams/pitfalls, and discuss how to keep your money safe from scammers but fully accessible to yo...

Starting at
$1,000.00
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y...

Starting at
Free
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Brad Hamblen

Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Starting at
Free
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Assistance Tax Relief, Inc.

Assistance Tax Relief, Inc.

Case Investigation & Resolution Strategy Plan

Our comprehensive case investigation is designed to give you a full case review of your current status and resolution options available to you, including direct contact with the taxing authority to receive complete and accurate information. What you’ll receive:One-on-One Consultation: We’ll discuss your current tax issues in detail to fully understand your situation and concerns.Direct Contact with Tax Authorities: With your authorization, we’ll contact the IRS or state taxing agency on your beh...

Starting at
$625.00
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Martin Management Solutions LLC

Martin Management Solutions LLC

Tax | Return Meeting | 30 min

Schedule a tax return appointment.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

ASESORÍA 1:1 PERSONAS MORALES

¿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 tu negocio.Elegir el régimen jurídico de tu negocio.Constitución de S.A...

Starting at
MX$1,900.00
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Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Quest Legal - Comprehensive Tax Planning Session

Now that you have completed your exploratory call with Quest Legal regarding tax advisor services, let's get to work for you! The next step is to schedule your Tax Advisory Consultation call with Nichole.The goal of this session is to uncover any necessary tax, business, asset protection, and wealth-building strategies you and your family can benefit from. In this session, you and Nichole will work together to craft your strategic tax plan and she will identify those resources to help get it don...

Starting at
$2,200.00
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Martine Veltman

Martine Veltman

IB aangifte meeting 45 min.

Starting at
Free
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IRS Reply

IRS Reply

IRS Case Status Update Call

Let’s review any updates or correspondence we’ve received from the IRS regarding your case. We’ll explain what it means and discuss what’s next.

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

(1) MI PRIMERA VEZ CON EL SAT

¿ES TU PRIMERA VEZ CON EL SAT?¿Estás a punto de comenzar tu primer trabajo?¿Vas a emprender o a darte de alta por primera vez ante el SAT?Entonces esta cita es para ti. 💡Sabemos que entrar al mundo de los impuestos puede dar miedo o parecer complicado,pero no estás sol@ en esto.En esta asesoría personalizada te explicaré de forma clara, sencilla y sin juicios:✅ Qué trámites debes hacer✅ Qué obligaciones tienes✅ Cómo cumplir sin enredos ni multas✅ Y cómo empezar con el pie derecho tu camino...

Starting at
MX$800.00
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

In-Person Tax Prep – Reserved Appointment

You’re booking an in-person tax preparation session. This appointment is reserved exclusively for you and is designed to complete your tax return in one visit whenever possible. It’s ideal if you prefer face-to-face conversation, want to review documents together, or have questions that are easier to walk through in person.To make the most of our time, please bring all relevant tax documents with you to the appointment. If you’re able, uploading documents to your secure client portal in advance...

Starting at
$175.00
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Tax Smartermo

Tax Smartermo

TAX EXTENSION FILING

Overview: Secure an IRS extension with a streamlined approach that keeps you compliant and protected from late filing penalties. This 15-minute session covers federal extension filing (Form 4868), a basic income review for estimated tax guidance, and immediate submission to meet the IRS deadline.What to expect: A concise extension filing process, a clear outline of estimated tax considerations, and confirmation that your extension is officially in place. A $50 credit will be applied toward your...

Starting at
$50.00
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Sonya Deal

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
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Heights Accounting

Heights Accounting

Existing Client ONLY - 2026 Individual Tax Return

Ready to prepare your 2026 Individual Tax Return with us at Heights Accounting’s office?Book a meeting with me today! If you require a different appointment time, please contact the office:Jeff – 0412 841 803Mandy – 0418 348 088Please note:Before your appointment, please prepare and bring all documents required to complete your ITR. Being prepared is the best tax deduction!We recommend allowing sufficient time before booking your appointment so that information from the ATO and interest from you...

Starting at
Free
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

Tax Preparation Phone Consultation (copy)

This consultation booking link is only for individual tax returns.If you need a lengthier or more in-depth business tax matter or business setup consultation, please use this booking link: https://tidycal.com/shellyclarkea/businessconsultIf you have received an IRS or State notice, please use this link: https://tidycal.com/shellyclarkea/taxhelpconsultI understand that unexpected circumstances can arise and that appointments may occasionally need to be rescheduled. However, repeated changes to sc...

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Free
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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 4.7 out of 5.

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