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Complimentary Portfolio Analysis

Comprehensive Planning. Fiduciary Guidance.
Lasting Results.

We believe that tax preparation and wealth management generally work better together. We help pre-retirees and retirees make informed decisions about Social Security and retirement income that is designed to help support long-term financial goals..

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Our Services
Integrated Tax, Retirement & Wealth Strategy

Most people work with separate professionals for taxes and investments, which can create gaps where planning opportunities get missed. A tax preparer who doesn't understand your portfolio may overlook strategies like Roth conversions, tax-efficient withdrawals, and capital gain planning. A financial advisor who doesn't coordinate with tax planning may unintentionally increase taxable income, Medicare premiums, or future tax exposure.

At Legacy Tax & Wealth Management, we integrate tax planning, retirement planning, and investment portfolio management year-round—so we can help your decisions stay aligned and timing still matters.


Comprehensive Personal
Wealth Management

Your investment accounts, retirement savings, and taxable income all affect each other. A decision in one area likely creates consequences in another, yet most people receive advice that treats each piece separately. We work to build strategies that account for the full picture: how your investments generate income, where tax efficiency matters most, and which accounts to draw from as your needs change. This approach should identity opportunities that single-focus planning misses, particularly around timing withdrawals, managing required distributions, and structuring assets to work harder across your entire financial life.

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Retirement
Planning

You've spent decades saving, but turning those savings into reliable income requires different skills than accumulation. When should you claim Social Security? Many people assume the answer is obvious, but the claiming decision alone can mean tens of thousands of dollars over a retirement. How do you draw from different account types without triggering unnecessary taxes? Should you consider Roth conversions before Medicare premiums increase or required minimum distributions begin? These aren't abstract questions. They're decisions that determine whether your savings last or whether you'll face constraints you didn't anticipate. We work through these choices with you, running scenarios that account for tax brackets, healthcare costs, and income timing with the goal of building a sustainable plan for the decades ahead.

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Tax Preparation & Compliance


Individuals

We prepare individual tax returns with attention to deductions, credits, and proactive planning opportunities. Your return becomes a foundation for a year-round strategy that supports your retirement and wealth goals.


Small Businesses & LLCs

We prepare business returns and help you understand how entity structure impacts both business and personal taxes. Our process helps identify planning opportunities specific to your operating model and long-term goals.


Corporations

We handle corporate tax compliance and reporting with the goal of helping you identify tax strategies that support business growth, owner compensation planning, and are designed to help support long-term financial goals.


Partnerships

We prepare partnership returns and coordinate K-1 reporting to support compliance and planning considerations for each partner.


Non-Profits

We prepare Form 990 and handle the reporting requirements necessary to maintain your tax-exempt status. Our preparation ensures compliance with IRS regulations specific to nonprofit organizations.

Who We help
Our Clients

Some financial decisions carry consequences that single-focus advice typically can't fully address. These are our goals while working with you.

Individuals

Individuals

Focus on tax efficiency, investment management, and helping support your long-term goals without unnecessary complexity or conflicting advice.

Families

Families

Balancing current financial needs with long-term goals, estate considerations, and strategies that work towards helping multiple generations.

Small Business Owners

Small Business Owners

Managing personal and business tax obligations while building retirement savings and separating business from personal wealth.

Pre-Retirees and Retirees

Pre-Retirees and Retirees

Optimizing Social Security timing, managing distributions, minimizing Medicare costs, and creating sustainable tax-efficient retirement income streams.

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Understand Your Risk Tolerance

Investment strategy starts with understanding how much market volatility you can handle without losing sleep or making emotional decisions. Take our risk assessment to identify your comfort level and see how your current portfolio aligns with it.

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Our Process
A Cohesive Plan 

For Complex Lives


Initial consultation & Discovery

We begin with a thorough consultation to understand your unique goals, concerns, tax situation, and complete financial picture.

Document Gathering & Baseline Creation

I collect all necessary documents (prior tax returns, income details, investment statements, bookkeeping records) to help establish an accurate and comprehensive financial baseline.

Tax Review & Opportunity Identification

I will help complete your current tax preparation or review your most recent return to help pro-actively identify planning opportunities, potential tax savings, and areas needing immediate attention.

Financial Analysis & Development

I analyze your retirement needs, investment strategy, cash flow, and long-term objectives to construct a personalized financial plan tailored specifically to your situation.

Plan Review & Feedback

We review the outlined plan together. I present everything with he goal of making it clear and easy-to-understand. We will make adjustments based on your feedback.

Implementation & Ongoing Support

After implementation, I will work to provide year-round support through continuous tax preparation, bookkeeping guidance, investment updates, and regular check-ins to help ensure your long-term success.

Resources
Latest Workshops

Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Contact Us
Ready to Get Started?

Most people don't realize how much their tax situation affects their retirement strategy until someone reviews both together. Schedule a consultation to discuss your financial picture and identify opportunities you may be missing.



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