OUR SERVICES
Tax, accounting, and payroll solutions designed to keep your finances clear, compliant, and on track — so you can focus on growing your business.
Tax services
Operating with details
Payroll Services
Payroll Made Easy
Accounting services
Accuracy Guaranteed.
about company TAX LEGACY
TAX LEGACY
ADVISORS
Tax preparation and bookkeeping services are provided by our team. In addition, we provide consultations for new business entities and registrations.
We provide new clients with free 30-minute consultations. Business Taxes, Individual Taxes, Bookkeeping, QBO Cleanups, New Business Registration, SBA Loan Assistance, and Consultations are among the services we provide.
Principle Services
Solving Your Tax and Accounting Problems
Tax Services
Whether you’re an individual, small business or a corporation, we can accommodate your needs. Contact us if you're concerned about FAFSA, tax returns for the deceased, or want to know what to do about a missing W-2.
Accounting Services
Find accounting boring? Don't worry. Tax Legacy Advisors supports your accounting needs. We will prepare your financial statements.
Looking for an accountant near you? We work with clients remotely and operate out of the Greater Orlando area.
Payroll Services
Keep payroll service costs down and save time with Tax Legacy Advisors. Our services range from printing payroll checks and direct deposits to tax forms and reporting.
We help you get back to the business of running your business.
our industries
The benefits we provide to our customers
Professionalism
Tax Legacy Advisors reassure you that professional assistance can make your business life easier. We understand your needs as a business owner, and it is our responsibility to accommodate them. Each client is unique, and we believe that each case should be handled as such. Our experience in tax consulting enables us to implement the best solutions for your company.
Reducing the risk
We reduce the risk of tax evasion because it is our responsibility to ensure that everything is correct. When it comes to the transformation processes of companies resulting from division of co-partnerships, merger or acquisition of entity, we can point out the most advantageous tax solutions.
Strategic Planning
We professional tax advisors can assist you with tax planning activities aimed at predicting and reducing tax liabilities. Tax optimization is important because it can result in lower taxes due to changes in the company's proprietary, legal, and organizational structures.
01
Tax Preparation and Planning
We make your tax preparation process as simple as possible. Reduce your tax liability through careful planning. Your exploratory conversation can take place in person or remotely. Whatever your circumstances are, we are here to provide a solution that best suits you.
02
Accounting & Payroll
Tax Legacy Advisors can assist you whether you are a new or growing business. We can keep you ahead of government deadlines. You'll have our knowledge of the rules and regulations by your side to help you in every step.
We can handle everything from managing payroll and banking to writing checks. If you're having trouble preparing your financial statements, we can assist you.
You name it, we can do it!
03
Onboarding & QuickBooks Online Clean-up
Always have the numbers at your fingertips - we'll automate processes for you.
Stop wasting your time on repetitive tasks and transactional processing.
With real-time data, you can run your business from almost anywhere.
Shift your team's focus away from transaction volume and toward higher-value priorities.
We can assist you in ensuring that your QuickBooks system is sound and reliable. We begin by conducting a Diagnostic Review to identify the areas that require attention.
04
Assistance with SBA Loans
Need help starting a business, but not sure how to handle the loan process? Tax Legacy Advisors can help you plan for long-term success.
Start or expand your business with loans guaranteed by the Small Business Administration. Use Lender Match to find lenders that offer loans for your business.
7(a) Loans
A group of SBA loans which guarantee portions of the total amount, cap interest rates, and limits fees.
504 Loans
Long-term, fixed-rate financing to purchase or repair real estate, equipment, machinery or other assets
Microloans
The smallest loan program, providing $50,000 or less to help businesses start up and expand.
SBA-guaranteed loans generally have rates and fees that are comparable to non-guaranteed loans. Some loans come with continued support to help you start and run your business. Lower down payments, flexible overhead requirements, and no collateral needed for some loans.
testimonials
Customer Reviews
We endeavor to offer the highest quality tax and bookkeeping services.
Check out what people are saying about our team.
Buenas tardes! Quisiera recomendarle la compañía , Tax Legacy Advisors a todos mis amigos y familiares. Es una excelente compañía llevo con ellos hace aproximadamente 7 años. Y son sumamente responsables y me han ayudado mucho con todos mis Taxes , asi que amigos y familiares se la recomiendo un 100%.
Yarelliz Vargas Borrero
Sparkling Cleaning Services By YaryMrs. Vargas’ accounting team delivers top-tier customer service — some of the best I’ve experienced in my career. They respond quickly, provide accurate and clear information, and help streamline complex transactions across multiple parties. From start to finish, their support is exceptional. Mrs. Vargas is a knowledgeable CPA who plays a vital role in my business, helping close key deals with efficiency. Her team goes the extra mile at every stage. I highly recommend their professional, friendly, and reliable service.
Juan-Carlos Hector
SiteOne Construction & Development LLC. Orlando Fl 32825Their professionalism and dedication has surpassed our expectations. Her knowledge in financial matters has helped organize our finances and grow our business. She is trustworthy and reliable.
Marien Pena & Mauro Loor
Loor ConstructionLegacy taxes is amazing, they have been doing my taxes for years now and I never have to worry as I know I’m in great hands and going to get a great service! They are very professional and they make sure things are done in a timely manner! I would highly recommend their services to everyone!
Sincerely,
Mrs. Castro
