Balancing Commitment & Experience
Legacy Professionals LLP is a unique niche-focused certified public accounting firm that balances a strong commitment to client success with decades of experience in serving employee benefit plans, labor organizations, not-for-profits, and others.
Niche Focus
We specialize in providing services to employee benefit plans, labor organizations, not-for-profits, and commercial clients. Our expertise and niche focus sets us apart.
Our Team
Our Firm has 32 partners and principals and over 185 professionals. Our team has decades of experience and works with our clients year round to provide best practice guidance, support, and advice.
Donna A. Hubert Memorial Scholarship
The 2026 Scholarship recipients are Victoria Lozano, Dhvani Shah, and Maria Carmen Marquez. Click here for information on this year’s recipients.
Recent Updates
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually
- Individual Tax Alerts
President Trump recently signed the Doug LaMalfa Federal Disaster Tax Relief Certainty Act (LaMalfa Act) into law. Among other things, it extends tax relief for
- Individual Tax Alerts
A successful fundraising campaign can generate commitments that stretch well beyond the current year. Those pledges can help your nonprofit plan ahead. But when should
- Nonprofit Updates
Let Us Help You
If you would like more information about our Firm or would like to find out how we can work with your organization.