Legacy Advisory Firm is excited to announce that we will be expanding our services in 2023 to include solutions for home ownership, short-term rentals, and commercial leasing opportunities. We understand that these are important financial decisions for our clients, and we are committed to providing them with the best possible guidance and resources.
Buying a home can be a complex and overwhelming process, especially for first-time buyers. Our team of experts will work with you to understand your unique situation and goals, and provide you with the tools and resources to make informed decisions.
Book appointmentBuying a home can be a complex and overwhelming process, especially for first-time buyers. Our team of experts will work with you to understand your unique situation and goals, and provide you with the tools and resources to make informed decisions.
Book appointmentShort-term rentals, such as Airbnb, have become increasingly popular in recent years as a way for homeowners to generate additional income. Navigating the legal and financial requirements of short-term rentals can be confusing and time-consuming.
Book appointmentThis service helps individuals plan for their retirement. It offers advice on the best investments and savings strategies, as well as guidance on setting up a retirement plan.
Book appointmentThis service provides advice and assistance on estate planning and trust management. It helps to ensure that assets are distributed according to an individual‘s wishes, and helps to protect assets for future generations.
Book appointmentThis service helps individuals and businesses manage their insurance policies and risks. It offers guidance on the best coverage options, and helps to minimize costs and maximize protection.
Book appointmentThis course provides business owners with an in–depth understanding of tax laws and regulations. It covers the latest tax strategies and helps business owners to maximize their deductions and minimize their liabilities.
Book appointmentThis course provides tax preparers with the knowledge and skills necessary to accurately and efficiently prepare tax returns. It covers the latest tax laws and regulations, and helps tax preparers become more efficient and effective. Do same for Tax Software for Tax Preparers
Book appointmentThis software provides tax preparers with an intuitive and powerful platform for preparing and filing taxes. It offers advanced features and integration with other programs, making it easier and faster to prepare returns and maximize deductions.
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