Tax
Our clients can count on timely and knowledgeable support from the tax professionals at Legacy.
Tax Compliance
Filing compliance is a fact of life for all organizations. 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 from the tax professionals at Legacy. We assist our clients in preparing hundreds of Forms LM-2, LM-3, 990, 5500, and other required filings.
Tax Planning
We provide wide-ranging planning services to our clients. Our focus in these and other matters is always to encourage our clients to actively plan based on our clear understanding of the client’s overall goals.
Regulatory Matters
All members of our staff have participated in a variety of federal, state, and local legislative and regulatory matters. This participation has involved addressing proposed ruling and filing changes and representing specific organizations, groups of clients, and individual clients before federal, state, and local agencies relative to tax issues.
Team Structure
As a valuable part of our client service team, the tax professionals at Legacy integrate actively with other Legacy staff, including the auditors, and the client’s personnel in order to meet the client’s goals and deadlines. Legacy’s resources are targeted to meet the specific needs and objectives of each client.
Tax Services
- Federal, state, and local filings
- Department of Labor filings
- Pension benefit guaranty corporation filings
- Employee benefits tax impact analysis
- Tax exempt formation analysis
- Tax exempt filings
- Corporate formation analysis
- Corporate and partnership filings
- Estate and gift tax filings
- Payroll and property tax filings
- Tax planning
- Representation before government agencies
- Laws and regulations updates
- Federal and state tax code research
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.