Legacy Tax Consultants is a nationally recognized, Forbes-ranked financial planning firm with over a century of combined expertise. Our team is composed of highly credentialed professionals, including PhDs, CPAs, CFPs, JDs, LLMs, and other distinguished designations such as CHFC, CLU, CEPA, and Masters-level specialists. We provide comprehensive, client-centered planning across a broad spectrum of services, including tax strategy, estate planning, investment management, insurance, individual and business planning, entity structuring, corporate benefits, and more. Our firm is committed to delivering exceptional results through deep experience and strategic insight.
Founder, CFP®, ChFC®
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