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.
TAX SERVICES
Build wealth by
planning ahead.
This consultation is designed to give you clarity, confidence, and a customized plan of action. You’ll receive:
• Full credit report review
• Clear explanations of what lenders look for and how credit decisions are made
• Identify negative items + risk factors
• Personalized 30-day improvement plan
• Q&A session
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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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A customized plan to qualify for a mortgage in 6–12 months.
You’ll receive:
A full credit analysis
A customized action plan tailored to your goals, timeline, and financial profile
Step‑by‑step guidance on improving your credit score
Debt optimization strategies to lower utilization and increase approval odds
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Additional filing for state income tax returns. Required per state where income is reported.
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Our Starter Credit Plan is designed for anyone beginning their credit journey or rebuilding from the ground up. This plan gives you the essential tools, guidance, and structure you need to establish a solid credit foundation.
You’ll receive:
• Pull & review credit reports
• Identify errors + risk factors
• 30-day action plan
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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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