One team. Your whole financial picture.
Legacy Tax was built so your taxes are handled by people who already know the rest of your financial life — coordinated with the advisors managing your wealth, insurance, and planning.
Find an Office ↗One team across Wealth, Invest, Insurance, Tax, Support, Compliance, and Creative — all here to serve the families of our community.
Our Tax Team
The people who prepare, plan, and coordinate your taxes with the rest of your financial life — all year, not just in April.
Meet the Team
The leaders across Legacy Vision, Insurance, Invest, Support, and Compliance who make the white-glove experience possible.
What to expect during your first meeting
During your first meeting with Legacy Tax, we just want to understand your situation — your income, your filing history, and the goals the rest of your financial plan is working toward. From there we lay out a year-round approach so tax season stops being a once-a-year scramble.
Why Legacy Exists
Legacy Wealth Management Group was founded with a clear mission: to help families navigate life’s financial decisions with confidence. Everything we do, from planning and investing to ongoing guidance, is centered on serving people well and helping them build a future worth looking forward to.
