About Legacy Tax & Consulting LLC
At Legacy Tax & Consulting LLC, I specialize in tax and consulting services, leveraging my extensive CPA experience to help clients achieve their goals and build their legacies.
Your Trusted CPA Partner
Exceeding Expectations Together
By thinking outside the box, I'm able to provide exceptional service. My clients are more than just clients; they are partners in achieving lasting legacies.
Frequently Asked Questions
What services do you offer?
What is your mission?
My mission is to exceed client expectations by providing exceptional services that help them achieve their legacy and goals.
How do you build trust?
I focus on building rapport with clients, treating them as partners rather than just clients.
What makes you different?
I take a practical approach to offering creative solutions. This sets me apart from traditional CPA practices.
How experienced are you?
With over 30 years of CPA experience at Big 4 and Regional Firms, I bring extensive knowledge and expertise to every client interaction.
I offer tax preparation, strategic tax planning, a broad range of individual and business consulting, and personalized advice tailored to achieve my clients' goals.
