Legacy Accounting Services is a full-service, year-round accounting firm specializing in small business. We provide comprehensive support for entrepreneurs and established companies seeking trusted guidance, proactive tax strategy, and accurate financial oversight.
From straightforward startups to complex, multi-state operations, our team supports businesses of all types. We handle the heavy lifting so business owners can focus on running their operations and growing their bottom line. Our ultimate goal is to maximize tax savings and help clients invest confidently in themselves and their future.
Tax Planning & Preparation
Comprehensive business and individual tax services, including preparation, planning, multi-state compliance, and IRS support for corporations, partnerships, estates, trusts, and foreign entities.
- Business tax preparation for corporations (1120, 1120-S) and partnerships (1065)
- Estate and trust tax returns (1041)
- Nonresident individual (1040-NR) and U.S. foreign corporate tax return preparation and reporting
- W-7 applications and ITIN filing support for foreign business owners operating within the U.S.
- Ohio CAT (Commercial Activity Tax) filing
- Year-round strategic tax planning for businesses and their owners
- Multi-state tax filings and compliance
- Federal, state, and local tax compliance
- Review and amendment of prior-year tax returns for discrepancies
- IRS and state correspondence support
Business Accounting & Advisory
Full-service business accounting and advisory solutions, including bookkeeping, financial reporting, strategic tax and entity planning, and Quality of Earnings analysis to support informed financial decisions.
- Monthly, quarterly, and year-end accounting and bookkeeping
- Financial statement preparation
- Long-term tax and entity structure strategy
- Quality of Earnings (QoE) studies and EBITDA add-backs
Tax Planning & Preparation
Comprehensive business and individual tax services, including preparation, planning, multi-state compliance, and IRS support for corporations, partnerships, estates, trusts, and foreign entities.
- Business tax preparation for corporations (1120, 1120-S) and partnerships (1065)
- Estate and trust tax returns (1041)
- Nonresident individual (1040-NR) and U.S. foreign corporate tax return preparation and reporting
- W-7 applications and ITIN filing support for foreign business owners operating within the U.S.
- Ohio CAT (Commercial Activity Tax) filing
- Year-round strategic tax planning for businesses and their owners
- Multi-state tax filings and compliance
- Federal, state, and local tax compliance
- Review and amendment of prior-year tax returns for discrepancies
- IRS and state correspondence support
Business Accounting & Advisory
Full-service business accounting and advisory solutions, including bookkeeping, financial reporting, strategic tax and entity planning, and Quality of Earnings analysis to support informed financial decisions.
- Monthly, quarterly, and year-end accounting and bookkeeping
- Financial statement preparation
- Long-term tax and entity structure strategy
- Quality of Earnings (QoE) studies and EBITDA add-backs
Payroll & Compliance Support
Streamlined payroll and compliance support, including payroll setup and processing, tax filings, 1099 reporting, and insurance and workers’ compensation audits to keep your business compliant year-round.
- Payroll processing oversight and system setup
- State and local payroll account setup
- S-Corp shareholder quarterly payroll
- Quarterly and annual payroll tax filings
- 1099 preparation and compliance
- Annual insurance audits and Ohio Bureau of Workers’ Compensation true-up reports and audits
Business Formation & Structure Consulting
Business formation and structure consulting to guide you from startup through growth — including entity selection, registrations, compliance support, and strategic tax planning for long-term success.
- Entity selection and business startup guidance
- EIN setup, state registrations, and operating agreement preparation
- Ohio Registered Agent services
- Compliance consulting — ensuring proper registration, reporting, and adherence to federal and state requirements
- Advisory on long-term tax and structural planning
Sales Tax & Local Filings
Sales tax and local filing services, including state and multi-jurisdictional registration, reporting, and compliance to keep your business operating smoothly across all locations.
- State and local sales tax registration and filings
- Multi-jurisdictional compliance
Bookkeeping Services
Accurate and reliable bookkeeping services, including setup, transaction management, reconciliations, and QuickBooks cleanup — tailored monthly, annually, or on demand to fit your business needs.
- Complete bookkeeping setup and system implementation
- Data entry and transaction recording
- After-the-fact bookkeeping and account maintenance
- Monthly, annual, or custom bookkeeping solutions
- Account and bank reconciliations
- QuickBooks cleanup and organization
