Individuals & Families
Tax preparation, planning, and guidance through changing financial circumstances.
- Individual tax preparation
- Proactive tax planning
- Trust-related tax support
- Personal financial guidance
WHO WE SERVE
Guidance That Fits Where You Are
Different goals call for different support. We serve clients throughout Rego Park and Queens by beginning with their circumstances and connecting the services that help them move forward.
BUILT AROUND YOUR NEEDS
Support for Every Financial Stage
Whether you are managing a household, starting a venture, leading a growing organization, or overseeing specialized responsibilities, clear financial guidance makes the next decision easier.
Entrepreneurs & Business Owners
Accounting, tax planning, entity tax setup, and advisory support with business and personal priorities in view.
- Entity tax setup guidance
- Bookkeeping and reporting
- Business tax strategy
- Cash-flow and decision support
Growing Businesses
Bookkeeping, reporting, planning, and financial organization as operations become more complex.
- Ongoing accounting support
- Financial reporting
- Budgeting and forecasting
- Profitability and growth analysis
Trusts & Estates
Specialized tax and accounting support within the services Legacy is qualified and engaged to provide.
- Trust and estate tax returns
- Fiduciary accounting support
- Tax-document organization
- Advisor coordination
Nonprofit Organizations
Accounting, reporting, and tax-compliance support within the services Legacy is qualified and engaged to provide.
- Nonprofit bookkeeping
- Financial reporting
- Tax-return and Form 990 support
- Ongoing accounting guidance
New Americans & International Taxpayers
Welcoming tax support for qualifying clients with U.S. and international filing considerations within Legacy’s scope.
- Individual tax-return preparation
- U.S. filing-requirement guidance
- International tax-circumstance review
- Clear next-step recommendations
NOT SURE WHERE YOU FIT?
Start With the Goal, Not the Category
These groups describe many of the clients we support, but they are not a checklist. If you have an accounting, tax, or advisory question, we can start with the situation in front of you.
SCHEDULE A CONSULTATION
Let’s Talk About What’s Next
Tell us what you are working toward, and we’ll help you identify the right next step.