Legacy Professionals
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Legacy Professionals
Legacy Professionals LLP is a unique niche-focused certified public accounting firm that balances a strong commitment to client success with decades of experience in serving employee benefit plans, labor organizations, not-for-profits, government entities, and others. We specialize in providing services to employee benefit plans, labor organizations, not-for-profits, government entities, and commercial clients.

Our expertise and niche focus sets us apart. Our Firm has 24 partners and principals and over 150 professionals. Our team has decades of experience and works with our clients year round to provide best practice advice. We mourn the loss of our founding partner, Thomas W. Havey, who was a mentor and dear friend to many. He founded the Firm of Thomas W. Havey & Company in 1948.

Legacy Professionals LLP is named as such to honor his "legacy." As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to. Legacy has received word from the Department of Labor's (DOL) Employee Benefits Security Administration.
Services
Legacy Professionals LLP was established by partners and professionals whose careers have been spent serving labor organizations, employee benefit plans, not-for-profits, governmental entities, and businesses.
Supported by a highly-experienced staff, we provide audit, accounting, tax, and other related services to clients throughout the U.S.
Our partners, principals, and professional staff are dedicated to offering the highest quality of services to our clients, and that includes ongoing communication and extensive client care.
Our partners, principals, and staff work closely with our clients to provide an outstanding client experience above and beyond the expected client product.
Our dedicated professionals deliver personalized service and become a valuable part of your organization's team, providing advice and interpretation throughout the year.
A client recently stated, "They explain things so they are easy to understand for all of us."
On referring business to Legacy, one client stated, No qualms.
Absolutely none.
Our professionals have decades of experience serving our niche group of clients and understand the unique challenges they face.
As a result of this expertise, our team is able to offer valuable recommendations and share best practices.
Our clients consistently say our team is approachable, consistent, and highly professional.
When asked how we make them feel, they say, "Confident."
Legacy Professionals LLP serves as independent auditors to hundreds of collectively bargained, multiemployer, single employer, and public benefit plans.
Our employee benefit plans practice group consists of professionals who have spent their careers serving employee benefit plans and trust funds.
As a result, they are able to offer valuable recommendations and share best practices with our clients.
The employee benefit plans we audit include multiemployer and single employer plans; both Defined Benefit and Defined Contribution Pension Plans (including 403(b) plans), Health and Welfare Benefit Plans, and other funds established through Labor and Management Collective Bargaining efforts, such as Legal Assistance Funds, Annuity Funds, Severance Funds, and Scholarship Funds.
Legacy Professionals LLP is proud to provide audit and accounting services to many of the nation's trade, service, public employee, and industrial labor unions.
The professionals at our Firm understand governmental reporting requirements and the necessity of properly designed and maintained labor accounting records.
Our professionals keep informed about Department of Labor (DOL) and Internal Revenue Service (IRS) issues and are well-versed in the objectives, principles, and reporting responsibilities that are necessary for labor organizations.
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