Legacy Tax Services
Pikesville, Maryland, Baltimore
(2)
Pikesville, Maryland, Baltimore
(2)
It is our mission to assist families in realizing their financial objectives by providing insightful tax, coaching, and accounting information and guidance through personal one-on-one service.
2 customer reviews
Vicki Jenkins
Professional tax and accounting service at its best!
Reviewed on Google Maps
S. Anderson
Best tax preparation team I've ever had. Loyal client for over 20 years. Professional, thorough, and very friendly.
Reviewed on Google Maps
Bookkeeping & Accounting
Legacy can serve as or compliment your bookkeeping department providing back office support for your organization. Our team can assist or serve as the lead to implement a collaborative set of operating procedures to service your short and long-term needs. We can manage the daily tasks associated with Accounts Receivable (A/R), Accounts Payable (A/P), Payroll and Cash Flow Management solutions for your organization. This includes a complete reconciliation of all bank statements and related credit card accounts; as well as Creating and/or updating your document library with copies of related documents and financial reports.
We can provide services to maintain the accuracy of the general, revenue, & expenditure ledgers and all subsidiary financial systems. Whether you’re interested in back-office support or fiscal oversight, we’ll audit all accounts payable, purchase orders, cash receipts, business licenses, payroll, utility billing, and other accounting records and transactions to ensure account accuracy and compliance with appropriate regulations or rules. Additionally, we can provide the support or oversight necessary to develop accurate P&L (Income) Statements, Balance Sheets, Cash Flow Statements and General Ledger.
Financial Coaching
What if you knew exactly where your money was going each month? What if you were debt-free and making wise spending decisions? Legacy strives to assist families in realizing their financial goals by providing insightful and personalized coaching services. Through Legacy, YOU CAN take control of your money and begin planning for your future with an opportunity to work with a Ramsey Solutions Master Financial Coach.
Our Coach is not a Financial Adviser, Financial Planner or Sales Person. Like you, the Coach is focused on providing solutions for your future and not “the newest” product on the market. The primary focus is to provide guidance and equip you to make the best financial decisions for you and your family.
If you’re looking an in-person or virtual face-to-face get together focused on creating a personalized for your money, a financial coach is exactly what you need. Sessions are effective and affordable, and you only pay for the time you need.
LET US show you how being in control of your money provides the freedom you need to make sound decisions.
Tax Preparation Services
Our ever-changing tax laws have proven unless your finances are exceptionally straightforward and uncomplicated, it’s very likely you’ll require the assistance of a professional tax consultant. Legacy provides year-round tax planning and preparation services for our clients, whether you’re a small or medium-sized business or an individual. We pride ourselves on guiding clients through complex tax scenarios in order to prepare the most accurate federal and state returns. We prepare hundreds of tax returns every year. We know what to look for, but more importantly, you’ll have someone who can answer questions throughout the year. While we each want to pay our fair share of taxes, we want to ensure all options are considered before filing our returns.
The Legacy team will work with you or your organization to ensure your financial records are in order and provide the information necessary to report at year’s end. If you haven’t kept up with your bookkeeping, do not worry, we can help. We’ll collaborate with you and your team to prepare the necessary information for the appropriate schedules and personal returns. As business owners, we understand tax planning and preparation is crucial to a successful company. Once completed, we’ll work with you to design and implement an accounting system for you to better maintain your financial records for the next year; thus affording you the opportunity to integrate tax preparation and financial planning into your business so year-end financial reporting is easier as you grow.
