LG Legacy Group's hands-on and personable approach will enable us to identify tax planning opportunities, advise on accounting policies, provide tax advice relevant to your industry. We review tax returns to look for personalized planning opportunities; each one is unique. This uniqueness presents opportunities and pitfalls each year as your tax situation changes.
Our proactive approach emphasizes planning with other aspects of your financial life in mind. This enables us to have a full understanding of your finances and develop individualized solutions. LG Legacy Group professionals possess real-world experience and proficiency for a full range of compliance and planning services for qualified retirement plans, executive deferred compensation plans and more.
Our proactive approach emphasizes planning with other aspects of your financial life in mind. This enables us to have a full understanding of your finances and develop individualized solutions. LG Legacy Group professionals possess real-world experience and proficiency for a full range of compliance and planning services for qualified retirement plans, executive deferred compensation plans and more.
Services
We work with many business owners with varying issues and we pride ourselves on being their trusted advisors. At LG Legacy Group, we value meeting our client's needs above all else.
With a dedicated staff of CPAs, Enrolled Agents, highly-specialized Certified QuickBooks Pro Advisors, and years of experience assisting high net worth individuals and entrepreneurs, LG Legacy Group's team is here to provide you with personalized and sophisticated tax and accounting services.We are a firm that is client focused while highly valuing our team members and our local community.
With a dedicated staff of CPAs, Enrolled Agents, highly-specialized Certified QuickBooks Pro Advisors, and years of experience assisting high net worth individuals and entrepreneurs, LG Legacy Group's team is here to provide you with personalized and sophisticated tax and accounting services.We are a firm that is client focused while highly valuing our team members and our local community.
Business today is increasingly complex and the demands on your Company's personnel and resources for compliance are growing. This is true if you're a start-up technology company, experienced family-owned businesses, real-estate entrepreneur, or a growing consulting practice. LG Legacy Group is able to meet with you to understand your company's strengths as well as areas where we can help you minimize your business and tax risk.
Those in the Real Estate business understand that the tax attributes associated with their particular project must be considered before deciding to proceed on a deal. A significant portion LG Legacy Group's practice and experience is in the consulting and compliance services to these Real Estate entrepreneurs and their projects.
LG Legacy Group professionals possess the real-world experience and proficiency to provide a full range of tax compliance and planning services to qualified retirement plans, stock appreciation rights, executive deferred compensation plans, and equity-based plans such as options, welfare plans, (SARs), and phantom stock.
Mergers and acquisitions are a big part of business and a big part of our business. LG Legacy Group works with your team to review your objectives for entering into the transaction. We bring many years of experience to the table to consult on alternative business structures, restructuring, spin-offs, mergers, etc. that could be more tax efficient.
Reviews (1)
Dennis Becker
Sep 15, 2015
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I used them for my business and personal taxes for the first time last year. They are friendly, thorough very knowledgeable. They were able to save me money over the previous year and answer all of my questions. Everyone at LG Legacy group is nice to work with and that makes paying your taxes a little more pleasant. I highly recommend them.
