01Accounting & 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
Discuss this service02Tax 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
Discuss this service03Tax 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
Discuss this service04Tax 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.
Discuss this service05Business 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.
Discuss this service06Business & 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
Discuss this service07Trust & 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
Discuss this service08Nonprofit 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
Discuss this service