We offer a broad spectrum of tax and business financial consulting. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across all sectors.
FINANCIAL STATEMENTS
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions. These statements can also be customized to include comparative analysis of budget versus actual, expenses as a percent of revenue, or any analysis requested by management.
CASH FLOW & BUDGET ANALYSIS
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
PAYROLL SERVICES
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system, process your payroll, and prepare all necessary payroll tax returns in a timely manner.
TAX PLANNING & PREPARATION
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new and existing tax laws and legislation.
ELDER FINANCIAL CARE
Many seniors find comfort in knowing there is someone else who can assist in carrying out daily financial responsibilities, such as paying bills, budgeting and tracking expenses. As circumstances change, Legacy can help determine seniors' needs when it comes to immediate concerns, such as cash flow and living expenses, but also planning for the future. We can help make sure your finances are getting the attention they need while you focus on more important things.