LG Legacy Group, LLC | Accountant CPA
A Wealth of Experience
5.0
Full-service Certified Public Accounting firm licensed in Pennsylvania, offering accounting, tax advisory, and business valuation services.
About
LG Legacy Group, LLC is a full-service Certified Public Accounting firm based in Dresher, PA. They specialize in private business accounting and advisory services, real estate tax and advisory services, employee benefit plans, mergers and acquisitions, services to corporate executives, family office, trust and estate services, trusts & private foundations, individual and high net worth tax compliance, and state and local tax.
Their services include business valuation, estate or gift planning, selling a business, mergers or acquisitions, buy/sell agreements, employee stock ownership plans, fair value financial reporting, intangibles, charitable contributions, and more. The firm emphasizes proactive tax planning, sophisticated strategies, transactional planning for closely held businesses, representation before tax authorities, and preparation of various tax returns. They also offer services to corporate executives for income tax planning, estate and gift planning, trust review, cash flow management, compensation planning, stock option planning, and retirement planning. Trust and estate services include tax return preparation, tax consultation, estate planning, estate administration, and post-mortem tax planning.
Services
Business Valuation Services
Assistance with valuing businesses for estate or gift planning, selling a business, mergers or acquisitions, buy/sell agreements, employee stock ownership plans, fair value financial reporting, intangibles, and charitable contributions.
Private Business Accounting and Advisory Services
Comprehensive accounting and tax advisory services for private businesses, including tax preparation, payroll, bookkeeping, retirement plans, and representation at audits.
Real Estate Tax and Advisory Services
Consulting and compliance services for real estate entrepreneurs, covering tax attributes, classification, passive activity losses, debt structuring, partnership structuring, waterfall analyses, credits and incentives, real and personal property taxes, cost segregation reviews, like-kind exchanges, and sales & use tax compliance.
Employee Benefit Plans
Full range of tax compliance and planning services for qualified retirement plans, stock appreciation rights, executive deferred compensation plans, and equity-based plans such as options, SARs, and phantom stock.
Mergers and Acquisitions
Tax modeling, cash flow projections, ROI calculations, and projected state tax obligations for mergers and acquisitions, including alternative business structures, restructuring, spin-offs, and tax-efficient strategies.
Family Office
Sophisticated tax planning strategies, transactional planning for closely held businesses, representation before tax authorities, preparation of various tax returns, and comprehensive financial strategy development.
Credentials & Certifications
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