Legacy Financial Management Firm

Legacy Financial Management Firm

Offers online services
Offers online services


Our Company was founded on the principles of helping everyday people leave Leagacies of their own. We assist clients in restoring their personal credit, building business credit profile, business consulting and much more. All of our credit services include a mandatory Budgeting Workshop to assist clients in becoming financially free. In addition we provide different investment opportunities to assist our clients in leaving a legacy. Lastly we assist clients in ensuring they have all the tools they need to do life.

We enjoy helping our clients turn their financial situations around through coaching, education and ultimately development. We have been in business for about 5 years and are currently assist a few local cities assist business owners with Tax Preparation and Business Operations. We pride ourselves on transparent communication with our clients and RESULTS RESULTS RESULTS!


14 employees
7 years in business
Serves Fort Lauderdale , FL
Offers online services



Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

No reviews (yet)

Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

New Client complete must complete and intake form. Once Intake form has been recieved by the firm an agent will be assigned. The agent will then contact the potential client for a 1:1 Session. During the 1:1 Session the agent will then notify the client of what credits and deduction they qualify for. Once those have been decided, the Client will choose the option for submitting documents. Option 1 Mobile Tax App (this is a secure App) Option 2 Fax   Option 3 Email. Once all documents have been recieved the agent will input the return. Afte the return has been completed the agent will reach out to the client to review the return and send electronic signature request along with an eletronic copy of the return. 

All of our agents have  completed Tax preparatin training and continuing education courses. In addition each consultant has at least 15 years of consulting experience and or a Bachelor/ Master Degree.  

Our Prices are priced per form. The price for the forms vary however they are the same for every client. 

I started in the business as a part-time Tax preparer while working as an Academic Dean for a college. I enjoyed learning and processing so much I began training others and eventually went into business for myself. 

I deal with all type of cutomers. We have a variety of Small Business Owners, Governmental Agencies, Single Parents, Married Couples etc. 

We are extremly proud to have been selected to assist the City to work hand in hand with their small business owners to improve and enhance their business. 

Legacy Financial Management Firm is the ONLY choice. We have the passion and knowledge to assist our clients in their areas of need. We pride ourselves on delivering a great experience for our customers. 

Consider and be prepared to not only talk about your needs but your expectations. 

Services offered

Legal Document Preparation
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Social Media Marketing
Hr And Payroll
Financial Services And Planning
E Commerce Development