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Tax Compliance

Tax Compliance

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning.

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Business Advisory

Business Advisory

Legacy Planning Solutions considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning.

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Wealth Management

Wealth Management

Because the person who does your financial planning must also understand the complexities of your tax situation.

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Video Tips: SALT Deduction Increase

July 26, 2025

Watch this video to see how the SALT Deduction has been changed following the recent tax updates by the federal government....

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Understanding the New Above-the-Line Tax Deduction for Qualified Tips

July 24, 2025

The U.S. tax landscape continues to evolve with legislative updates, and one such recent change introduced in the “One Big Beautiful Bill Act” focuses...

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August 2025 Business Due Dates

July 23, 2025

Here are the August 2025 Business Due Dates...

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