Services

Don’t Hesitate to Start Your Legacy 

Tax Services

E-File and Prepare Tax Returns for: Personal, Small Business, Farm, etc. 

Generate and File Business W-2 and 1099 Forms

Advise and Perform the Financially Best Outcome for Each Client and their Family

Business Articles of Incorporation & EIN Creation

  • Register & Create LLC or Inc in Florida
  • Set up Federal EIN with IRS
  • Personable and in-depth explanation of processes
  • New small business advice and key tools to develop a solid foundation 

Business Bookkeeping & Financial Management

Monthly rate | 6-month contract

  • Set up QuickBooks with business financials
  • Sort and reconcile statements and expenses
  • Create potential budgets based on financials and needs
  • Trajectory Meetings

Complete Business Growth & Management

Monthly rate | 6-month contract

  • Personal, experienced and learned knowledge that has been shown to help grow and properly manage small businesses.
  • Will take a limited amount of business management clients. To give the required attention and detail a business needs from a business manager.

Book a New Client Business Consultation for your business’s custom price and tailored information that further details the services above

*Each client has a tailored plan that is custom to their business’ needs so pricing will vary*

Why Choose Legacy First?

Choose a place where your concerns will be heard, your questions answered, and your presence is welcomed

What to Expect...

Expect a knowledgeable staff, to be treated on a personal level, quality service, and to have the best attainable outcome