All members of our staff have participated in a diverse variety of federal, state, and local legislative and regulatory matters. This participation has involved addressing proposed ruling and filing changes, or representing specific organizations, client communities and individual clients before federal, state or local agencies relative to tax issues.

 

Our planning services are wide ranging-such as assisting a new start-up enterprise to select the most optimum business form; analyzing alternative employee benefit program options for tax advantages and risks at the employee and employer levels; researching IRS private letter rulings and tax code interpretations for specific client initiatives. Our focus in these and other matters is always to encourage our clients towards active planning, based on a clear understanding of the client's overall goals.

 

Filing compliance is also a fact of life for all organizations and we take pride in complementing each client's individual approach towards these mandatory submissions.  Whether assisting through a quality control review of client-prepared filings, or by supplying direct preparation services, our clients can count on timely and knowledgeable support.

 

As a valuable addition to our client service teams, the tax professionals assigned to each client integrate actively with other Legacy staff and the client's personnel. Armed with the depth offered through our ongoing tax research and the regular distribution of industry "alerts" (aka Legacy News Flash) to our clients, Legacy's resources are targeted in the way that best suits the specific needs and objectives of each client.