Financial confidence for all.
Legacy Wealth encompasses an upfront approach to minimize tax liabilities on luxury assets and complex income streams while optimizing financial strategies for wealth preservation and growth.
Whether you're scaling a business, securing your family's future, or simply reclaiming your financial narrative, Legacy Wealth provides expert guidance wrapped in luxury. We believe that wealth is more than numbers—it’s freedom, it’s power, it’s legacy. And we’re here to help you claim it with confidence and purpose.
OUR SERVICES
Build wealth by
planning ahead.
Standard federal tax return for individuals with straightforward income and no itemized deductions. Ideal for W-2 earners without major deductions.
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Comprehensive tax preparation for corporations (C-Corp, S-Corp) and partnerships. Includes business income, expenses, and compliance reporting.
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Federal return with itemized deductions such as mortgage interest, medical expenses, charitable contributions, and more. Best for maximizing deductions.
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Additional filing for state income tax returns. Required per state where income is reported.
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Tailored for small business owners, freelancers, and self-employed individuals. Includes business income, expenses, and deductions.
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A personalized session designed to help individuals or business owners optimize their tax strategy year-round. This includes reviewing income streams, deductions, credits, entity structure, and forecasting future tax liabilities.
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