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Get to Know LG Legacy Group
Business Accounting & Advisory
LG Legacy Group’s hands-on and personable approach will enable us to identify tax planning opportunities, advise on accounting policies, provide tax advice relevant to your industry.
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Tax Advisory & Compliance
We review tax returns to look for personalized planning opportunities; each one is unique. This uniqueness presents opportunities and pitfalls each year as your tax situation changes.
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Family Office
Our proactive approach emphasizes planning with other aspects of your financial life in mind. This enables us to have a full understanding of your finances and develop individualized solutions.
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Employee Benefit Plans
LG Legacy Group professionals possess real-world experience and proficiency for a full range of compliance and planning services for qualified retirement plans, executive deferred compensation plans and more.
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Trust and Estate Services
Our tax advisors are committed to long-term relationships. We offer trust and estate services to help you navigate the complex decisions that come with protecting your assets for future generations.
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Business Valuation Services
LG Legacy Group has been a trusted advisor to many of its clients when it comes time to value their or another’s business, for estate planning, financial reporting, mergers and more.
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