Over Two Decades of Tax Expertise in California
Rooted in California and serving clients nationwide, we bring over two decades of personalized tax guidance and a commitment to getting it right.
Tax Preparation
Accurate, thorough tax preparation for self-employed individuals and small business owners. We handle the details so you can focus on your business.
Business and Financial Consulting
From bookkeeping basics to financial strategy, we help you build a business that works for you all year long, not just at tax time.
Tax Preparer Mentorship
Ready to build your own tax practice? We offer mentorship and resources to help aspiring tax professionals get started with confidence.
Rooted in Community, Built on Trust
The Legacy Tax & Wealth Co. Difference
For over two decades, Legacy Tax & Wealth Co. has served the hardworking people behind small businesses across California and beyond. We know your name, we know your situation, and we show up for you every season of the year.
Why Clients Choose Legacy Tax & Wealth Co.
Personalized Service
No call centers, no strangers. You work directly with Tanya, someone who has been in the tax business for over two decades and actually knows your name.
California-Specific Expertise
From Schedule C to state-specific filings, we know the rules that affect self-employed professionals and small business owners inside and out.
Community First Approach
Our clients are not just clients. They are entrepreneurs, creatives, and service providers building something real and we are here for all of it.
Ready to Get Your Finances in Order? Let's Talk.
Book a consultation today and take the first step toward a tax strategy that actually works for your business.
