Legacy Tax & Financial Services

Legacy has almost two decades of experience pioneering and refining flexible solutions designed to work for any client – from the individual to the organization. We have the capability and experience to review and assess an entire organization, a particular line of business, or an individual’s needs. Whether conducting financial coaching or professional development sessions, collaborating on business plans for start-ups, development of an organizational strategic plan or process improvement measures, our team will address and support any planning, implementation or operational issues you may encounter.