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Tax & Accounting

Helping Your Business Grow Strong

Growing a company is gratifying work, but it's a challenge. We have a complete suite of services for business owners designed to simplify your administrative burdens and contribute to your success. Our team brings concrete solutions to your challenges.

Accounting & Bookkeeping

Accounting and bookkeeping are integral pillars of financial management for businesses. Accounting involves recording, classifying, and interpreting financial data to provide insights into a company's financial health. Bookkeeping is the systematic process of recording daily transactions, ensuring accuracy in financial records. We offer integrated services to help ensure that your accounting and bookkeeping protect your company and support its growth. 

Tax Preparation & Consulting

Paying taxes is a fundamental responsibility for individuals and businesses. However, fulfilling that duty doesn't mean you should pay more than you need to. We offer a rigorous approach to tax management, starting with a careful review of your current and previous returns. We recommend strategic options to manage and minimize your tax obligations using legitimate and ethical tactics. 

Corporate Setup & Tax

If you are creating a structure for your emerging business or seeking to transform the existing operation into a new form, we can help manage the transition. We can advise you on the best approach based on your current size and future objectives. 


Running a small business involves numerous critical functions, but none are more vital to your success than an efficient payroll system. Employees expect to be paid timely and accurately, and you also must comply with tax and benefits regulations, possibly in more than one state if you operate in a wide region. Employees and independent contractors have distinct requirements for payroll and withholding. Let us guide you through the process efficiently.

Sales Tax & Use Report

Among the many requirements for your business, one crucial system you need to establish is for the payment of your sales and use taxes. Small businesses frequently get derailed by incomplete or incorrect tax filing, which can result in bureaucratic complications and even penalties. We can help you get off to a great start with a simple yet effective system for capturing and paying your various taxes so you can focus on reaching your business goals.

Our Approach

We design personalized solutions for your financial growth and life's challenges.

Our Approach

Our Team

Our skilled professional team is here to help you progress toward your ideal financial future.

Meet the Team

Contact Us

Contact Legacy Financial today and start moving forward to your confident financial future.

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