Foundation
Monthly books, financial statements by the 20th, and your annual business tax return.
Tax · Financial · Estate-aware · Business strategy
A premier advisory firm for people with a lot riding on the numbers.
High-net-worth individuals and families, lower-middle-market companies, start-ups, and owners planning an exit or sale. We help you make and keep more with complex tax, financial, estate-aware and business strategies, plus restructuring, change management and tax resolution, all from a firm that listens first.
- Fixed monthly feesNo hourly billing
- Statements on a set dateEvery month
- Principal-ledOur principal reviews every engagement
- NationwideVirtual, secure and paperless
Before December 31
Year-End Tax Strategy Session
A projection of where your 2026 taxes are landing, the planning moves that may apply, and a written plan with a follow-up call. For business owners and for households. The session fee is credited toward onboarding if you join a Legacy plan by January 31, 2027.
Book by December 23Tax season
Tax+ plan
Your return, quarterly estimates, one planning call and help with IRS and state notices, in one plan for the whole year.
Book a fit call- Dec 31Last day to place qualifying equipment in service for 2026
- Feb 1W-2s and 1099s due
- Mar 15S-corporation and partnership returns
- Apr 15Individual returns
Who we work with
Start with the page written for you.
Pick the one that sounds like you.
- 01High-net-worth individuals and familiesMulti-year tax planning, multi-state and multi-entity strategy, charitable giving and estate-aware planning with your attorney.
- 02Founders and start-upsEntity and tax structure from day one, qualified small business stock planning, R&D credits and investor-ready books.
- 03Lower-middle-market companiesTax strategy for the company and its owners, cash forecasting and a value-creation plan.
- 04Owners planning a saleExit readiness: clean earnings, a ready data room and financial support through closing.
- 05Restructuring and change managementCash pressure, rapid growth or a leadership change: a cash plan, margin fixes and an operating cadence.
- 06Tax resolutionBack taxes, unfiled returns, IRS and state notices, payment plans and penalty relief requests.
- 07ContractorsBonding-ready books, monthly WIP schedules, job costing and a cash forecast for $3M to $20M contractors.
- 08Government contractorsEntity setup, the company binder and accounting built for federal contracts, for small WOSB, SDVOSB and 8(a) firms.
- 09PartnersSureties, lenders and brokers, and accounting, tax, financial-advisory, M&A and law firms that want a desk behind them.
- 10Practice ownersThinking about stepping back from your practice? A confidential conversation about caring for your clients.
Services
Fixed monthly fees. No hourly billing.
Every monthly plan includes your books, monthly financial statements and your annual business tax return. Your fee is set by your company's size and the support you want, and confirmed in writing before we start.
Monthly plans
Growth
Everything in Foundation, plus payroll for up to 10 employees, quarterly estimates, an annual tax plan and a quarterly meeting. Statements by the 15th.
Strategic
Everything in Growth, plus a monthly meeting, a rolling cash forecast and a monthly KPI pack with commentary. Statements by the 10th.
Advisory and tax
Tax+ for individuals
Your return, quarterly estimates, one planning call and help responding to IRS and state notices, in one plan.
Returns only
Individual, S-corporation, partnership and C-corporation returns, with state returns, for clients who only need the return.
Get your quote: book a free 15-minute fit call
Quoted after the call and confirmed in a written engagement letter. No surprise invoices.
Tax planning for business owners
Don't file your taxes without a plan.
Your preparer files the return. We look at your numbers before the year closes and plan the moves that fit them, so you keep more of what you earn.
- Entity and S corp election
- Owner pay and reasonable salary
- Retirement plans built for owners
- Equipment placed in service by December 31
Illustrative example, not an actual client
Same profit, different plan
Before: Dana's LLC netted $200,000. Taxed as a sole owner, she paid about $28,200 in self-employment tax and found out in April.
What changed: in October, her numbers supported an S corp election with a $90,000 reasonable salary.
After: payroll tax of about $13,800, roughly $14,400 less, before payroll service and S corp return costs. The plan was in writing before December 31.
Figures use 2026 payroll tax rates and are simplified. Whether a strategy fits depends on your numbers.
One team around you
The specialists you need, coordinated by one firm.
When your situation calls for it, we bring in trusted specialists from our network: M&A advisors, transaction attorneys, accounting firms and wealth advisors. We coordinate them as one team around you.
They're independent firms, and you engage them directly.
How it works
From a 15-minute call to your first monthly close.
Fit call
Fifteen minutes, free. We learn where the business stands, what you need, and whether we're the right fit.
Written proposal
One plan, one fixed monthly fee, with the scope and start month in writing.
Onboarding
Engagement letter and consents signed online, system access set up and prior-year records gathered, usually within two weeks.
Every month
Books closed and statements delivered on a set day, payroll run, and a standing meeting on your plan's schedule.
Questions
Frequently asked questions
Something else on your mind? Ask on the fit call or call 678-916-6704.
Who does the work, and who reviews it?
Our principal leads every engagement and gives final review, supported by a team of accountants and tax preparers.
Do you work with clients outside Georgia?
Yes. We serve clients nationwide and work virtually: online meetings, a secure client portal and electronic signatures.
How is pricing set?
Every plan has a fixed monthly fee based on your company's size and the support you choose. We quote it after a free 15-minute fit call, and it's confirmed in a written engagement letter before any work starts. There's no hourly billing.
Which software do you use?
Bookkeeping runs in QuickBooks Online. Payroll runs only on platforms that pay and file the payroll taxes for you, such as QuickBooks Payroll, Gusto and ADP.
Can you deal with the IRS for me?
We help you understand and respond to IRS and state notices. If a matter needs formal representation, we'll tell you, and representation is arranged when needed.
Will you tell me how much I'll save?
Not before we've looked at your numbers. Every situation is different, which is why planning starts with a projection of your own figures.
We're an accounting or tax firm. Will you contact our clients?
Not without your OK. Partner work runs under a written mutual non-solicit, and the client relationship stays with your firm.
About the firm
An advisory firm built around listening first
The Legacy Advisory Firm serves business owners and families nationwide with tax planning and preparation, bookkeeping, payroll and business advisory. Every engagement is led by our principal, whose background spans tax, accounting and corporate finance.
We Listen | You Prosper
Book a free 15-minute fit call
Pick a time that works for you, or call and we'll set it up.
Book a free 15-minute fit callPhone
678-916-6704Hours
Monday–Friday, 8 AM–5 PM Eastern