Home - Tax Legacy Advisors

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Pay Less Tax with a
Comprehensive Tax Plan

Our Team prepares taxes and provides bookkeeping services. We can help you develop a customized plan tailored to your unique situation.

Welcome Tax Advisory and Legacy Planning

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Accounting Services for
Financial Health

Our Team provides you with bookkeeping services along with business and legal document completion.

Welcome Tax Advisory and Legacy Planning

Payroll Services Save
You Time and Money

Tax Legacy Advisors offer payroll solutions that meet your business needs and enable you to spend time doing what you do best – running your company.

Welcome Tax Advisory and Legacy Planning

TAX LEGACY
ADVISORS

Tax preparation and bookkeeping services are provided by our team. In addition, we provide consultations for new business entities and registrations.

We provide new clients with free 30-minute consultations. Business Taxes, Individual Taxes, Bookkeeping, QBO Cleanups, New Business Registration, SBA Loan Assistance, and Consultations are among the services we provide.

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Principle Services

Solving Your Tax and Accounting Problems

Tax Services

Whether you’re an individual, small business or a corporation, we can accommodate your needs. Contact us if you're concerned about FAFSA, tax returns for the deceased, or want to know what to do about a missing W-2.

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Accounting Services

Find accounting boring? Don't worry. Tax Legacy Advisors supports your accounting needs. We will prepare your financial statements.

Looking for an accountant near you? We work with clients remotely and operate out of the Greater Orlando area.

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Payroll Services

Keep payroll service costs down and save time with Tax Legacy Advisors. Our services range from printing payroll checks and direct deposits to tax forms and reporting.

We help you get back to the business of running your business.

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our industries

The benefits we provide to our customers

Professionalism

Tax Legacy Advisors reassure you that professional assistance can make your business life easier. We understand your needs as a business owner, and it is our responsibility to accommodate them. Each client is unique, and we believe that each case should be handled as such. Our experience in tax consulting enables us to implement the best solutions for your company.

Reducing the risk

We reduce the risk of tax evasion because it is our responsibility to ensure that everything is correct. When it comes to the transformation processes of companies resulting from division of co-partnerships, merger or acquisition of entity, we can point out the most advantageous tax solutions.

Strategic Planning

We professional tax advisors can assist you with tax planning activities aimed at predicting and reducing tax liabilities. Tax optimization is important because it can result in lower taxes due to changes in the company's proprietary, legal, and organizational structures.

Tax Preparation and Planning

We make your tax preparation process as simple as possible. Reduce your tax liability through careful planning. Your exploratory conversation can take place in person or remotely. Whatever your circumstances are, we are here to provide a solution that best suits you.

Accounting & Payroll

Tax Legacy Advisors can assist you whether you are a new or growing business. We can keep you ahead of government deadlines. You'll have our knowledge of the rules and regulations by your side to help you in every step.
We can handle everything from managing payroll and banking to writing checks. If you're having trouble preparing your financial statements, we can assist you.
You name it, we can do it!

Onboarding & QuickBooks Online Clean-up

Always have the numbers at your fingertips - we'll automate processes for you.
Stop wasting your time on repetitive tasks and transactional processing. With real-time data, you can run your business from almost anywhere. Shift your team's focus away from transaction volume and toward higher-value priorities.
We can assist you in ensuring that your QuickBooks system is sound and reliable. We begin by conducting a Diagnostic Review to identify the areas that require attention.

Assistance with SBA Loans

Need help starting a business, but not sure how to handle the loan process? Tax Legacy Advisors can help you plan for long-term success.

Start or expand your business with loans guaranteed by the Small Business Administration. Use Lender Match to find lenders that offer loans for your business.

7(a) Loans

A group of SBA loans which guarantee portions of the total amount, cap interest rates, and limits fees.

504 Loans

Long-term, fixed-rate financing to purchase or repair real estate, equipment, machinery or other assets

Microloans

The smallest loan program, providing $50,000 or less to help businesses start up and expand.

SBA-guaranteed loans generally have rates and fees that are comparable to non-guaranteed loans. Some loans come with continued support to help you start and run your business. Lower down payments, flexible overhead requirements, and no collateral needed for some loans.