Foundation
Monthly books, financial statements by the 20th, and your annual business tax return.
Tax · Bookkeeping · Payroll · Fractional CFO
Numbers you can act on, from a firm that listens first.
Monthly books closed on a set date, payroll that files its own taxes, a tax plan before year-end, and CFO-level judgment when the decisions get bigger. One team, one fixed monthly fee.
- 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.
Six kinds of clients, each with its own page.
- 01ContractorsBonding-ready books, monthly WIP schedules, job costing and a cash forecast for $3M to $20M contractors.
- 02Owners planning a saleSell-side CFO and exit readiness: clean earnings, a ready data room and CFO support through closing.
- 03Restructuring and value creationCash pressure, rapid growth or a leadership change: a cash plan, margin fixes and an operating cadence.
- 04PartnersSureties, lenders and brokers, and accounting, tax, financial-advisory, M&A and law firms that want a desk behind them.
- 05Government contractorsEntity setup, the company binder and accounting built for federal contracts, for small WOSB, SDVOSB and 8(a) firms.
- 06Practice 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
Fractional CFO
Forecasting, lender and board reporting, and financing and growth decisions, weekly, bi-weekly or monthly. Includes value creation: margins, recurring revenue, cash and less owner dependence. How it works
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.
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, including team members in the Philippines. We share your tax return information with team members outside the United States only after you sign a consent that allows it.
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. See partner terms.
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, business advisory and fractional CFO support. 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