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
Legacy Payroll Compliance Audit Principals Jim Kemperas, Terry Truesdale, and John Kerulis attended the International Foundation of Employee Benefit Plans’ Annual Collection Procedures Institute Sept
- Employee Benefit Plan News, Out and About
A conflict of interest doesn’t necessarily indicate wrongdoing. But when nonprofit leaders fail to disclose and properly manage personal financial interests, even a well-intentioned decision
- Nonprofit Updates
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible,
- Individual Tax Alerts
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.