Legacy Accounting & Financial Service
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Legacy Accounting & Financial Service
Legacy Accounting & Financial Services is your partner, providing comprehensive accounting, tax, and financial planning services for business and individuals. Our team of professionals are here to give you insights into your business and set you up for success. We can help new users get established correctly and assist experienced users in using the software more efficiently.
Services
To inspire our clients and community with financial wellness for people to live their best life possible.
Dedicated to guide those that seek financial confidence in a world that is always changing with the highest standards of integrity.
We are a client-focused firm helping to provide clarity, confidence and control over financial decisions.
Our team of out-of-the-box thinkers can help you feel confident and adapt as your goals or circumstances change.
We believe a relationship-based approach is the best way to understand our clients needs and wants.
As a business owner, you understand the complexity that lies between daily operations, customer communication, and staffing while still focusing on growing your organization.
Accounting tasks and responsibilities, which are essential and vital to success in business, can be handled worry-free by putting your trust in one of our certified public accountants (CPAs).
Accurate and dependable bookkeeping services allow businesses to gather a precise picture of their financials at any given time.
By maintaining your business's financial records, tracking transactions, and creating financial reports, you can confidently make decisions concerning your business with a wealth of detailed information.
Call us today to schedule a free, initial consultation to see how we can partner with you to take your business to the next level.
The budgeting process is a valuable step in the right direction toward sound financial management.
Through budget creation, you and your team display company-wide expectations for a given time frame.
We also advocate having your management team involved in the budgeting process thereby creating buy-in from them as well.
We can assist you with the process to determine how your business plans or projects may affect your bottom line.
Our first priority is getting to know you and your family.
We want to learn about your personal situation, identify your goals, and help you pursue your dreams.
Long-term relationships rooted in open and honest communication are the foundation of our financial planning process with the clients we serve.
As an independently owned and managed firm, we are not limited to one brand of product and have freedom of choice for our clients.
We have a vast array of financial tools to support our fiduciary based financial planning process.
Just as each business has its differences, each payroll has its own set of nuances.
Our accounting professionals have the experience necessary to maneuver through this function.
We can help navigate the legal requirements of your business by staying up-to-date on changing payroll tax laws and accurately executing how your benefit structure is laid out.
We can make this time-consuming process an efficient one.
Check out the options below, and let us take the worry out of your payroll needs so you can concentrate on running your business.
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