OUR SERVICES

Expertise That Connects the Details to Your Goals

From reliable day-to-day records to forward-looking tax and advisory guidance, our services support individuals and organizations in Rego Park, Queens, and beyond.

ACCOUNTING. TAX. ADVISORY.

Year-Round Financial Support

Choose focused help for an immediate need or coordinated support across multiple parts of your financial life.

01

Accounting & Bookkeeping

Bookkeeping, financial reporting, account reconciliation, and ongoing accounting support for businesses and organizations.

  • Ongoing bookkeeping support
  • Account reconciliation
  • Financial statements and reporting
  • Accounting system support
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02

Tax Preparation

Individual and business tax return preparation with careful attention to each client’s circumstances.

  • Individual tax returns
  • Business tax returns
  • Trust and estate tax returns
  • Nonprofit tax returns and Form 990 support
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03

Tax Planning

Year-round tax planning designed to identify opportunities, prepare for upcoming obligations, and support informed financial decisions.

  • Year-round tax strategy
  • Estimated tax planning
  • Business and personal coordination
  • Planning around financial transitions
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04

Tax Services for New Americans & International Taxpayers

Personalized tax preparation and guidance for clients navigating U.S. filing requirements and international tax circumstances within Legacy’s scope of services.

  • Individual tax-return preparation
  • U.S. filing-requirement guidance
  • International tax-circumstance review
  • Clear next-step recommendations

Legacy provides tax guidance, not immigration-law advice. Tax residency and immigration status are separate legal classifications.

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05

Business Formation & Tax Setup

Tax and accounting guidance for new businesses, including EIN registration, S-Corporation election support, and accounting-system setup.

  • Entity tax setup guidance
  • EIN registration
  • S-Corporation election support
  • Accounting system setup

Legacy provides tax and accounting guidance, not legal advice. Consult a qualified attorney for legal entity-formation advice.

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06

Business & Personal Advisory

Practical financial guidance for business owners, individuals, and families making important financial decisions.

  • Cash-flow planning
  • Budgeting and forecasting
  • Profitability analysis
  • Growth and decision support
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07

Trust & Estate Tax Services

Tax preparation and accounting support for trusts and estates within the services Legacy is qualified and engaged to provide.

  • Trust and estate tax returns
  • Fiduciary accounting support
  • Tax-document organization
  • Coordination with a client’s legal and financial advisors
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08

Nonprofit Accounting & Tax Services

Bookkeeping, financial reporting, tax-return and Form 990 support, and ongoing accounting guidance for nonprofit organizations.

  • Nonprofit bookkeeping
  • Financial reporting
  • Tax-return and Form 990 support
  • Ongoing accounting guidance
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Find the Right Support for Your Next Step

Share what you need help with, and we’ll discuss which services fit your situation.

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