Explore our comprehensive accounting services including tax advising /Preparation, bookkeeping, and financial planning. Whether you need basic, professional or business services, we have you covered.
Tax Advising & Preparation
Our tax advising & preparation services include detailed tax planning, accurate preparation, and expert advice to ensure compliance, maximize savings and help in navigating the complex tax landscape.
Our tax resolution services provide advocacy with The Internal Revenue Services.
- Accurate tax planning
- Maximize savings
- Expert advice
- Tax resolution
Bookkeeping
Our bookkeeping service offers meticulous record-keeping, financial reporting, and budget analysis to help you make informed business decisions.
- Meticulous record-keeping
- Financial reporting
- Budget analysis
Financial Planning
With our financial planning service, we provide personalized investment strategies, retirement planning, and wealth management solutions tailored to your financial goals and aspirations, as well as secure your financial future.
- Personalized investment strategies
- Retirement planning
- Wealth management
“The team at Legacy Investment Society has been instrumental in managing my finances and providing expert advice. I highly recommend their services.”
Thomas Ames