WHO WE ARE
Precision-Driven
Tax & Accounting Experts
Three decades of putting Kentucky’s finances in order, and keeping them that way.
A Different Kind of Kentucky Tax & Accounting Firm
Legacy Consulting Group has served Kentucky individuals and business owners for close to three decades. In that time, we've watched countless firms treat tax and accounting as a transaction: file the form, send the bill, see you next year.
We've always believed it should be a relationship.
That belief shapes how we work. We invest the time to understand your goals, we plan ahead instead of merely reporting on the past, and we treat your business and your family's finances with the same care we'd want for our own.
Meet David Hudson,
CPA, Financial Advisor
David founded Legacy on a simple frustration: he kept watching clients receive financial advice that ignored the tax bill, and tax advice that ignored the bigger financial picture.
So he did what almost no professional does — he earned his Financial Advising License on top of his CPA (alongside his PFS and RFC designations), so he could see and serve the whole picture himself.
That “whole picture” conviction is now the foundation of the entire Legacy family of firms. And it starts here, with your taxes.
That belief shapes how we work. We invest the time to understand your goals, we plan ahead instead of merely reporting on the past, and we treat your business and your family's finances with the same care we'd want for our own.
CPA ·
Financial Advisor ·
PFS ·
RFC ·
CPA · Financial Advisor · PFS · RFC ·
Meet the Team
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David Hudson, CPA/PFS, RFC
Founder, President & CEO, Financial Advisor
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Joseph Sosby, EA
Tax and Accounting Manager
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Reed Roberts, CPA
Tax and Accounting Manager
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Lexi Barrett, CPA
Tax and Accounting Manager
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Luke Dowell, EA
Tax and Accounting Manager
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Charlesetta Ardery
Client Solutions Specailist
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Thomasina Crissman
Tax and Accounting Specialist
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Abbie Hudson Smiley
Client Solutions Specialist
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Callie Anderson
Client Solutions Specialist
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Clayton Toner
Financial Advisor, Tax and Accounting Specialist
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Maggie Hudson
Marketing Director
WHO WE SERVE
The clients we’re built for.
We serve business owners and the families behind them across Lexington and central Kentucky — from first-year startups and solo practitioners to established, multi-location companies, and from straightforward individual tax returns to genuinely complex filings.
Over three decades, our CPA team has built especially deep experience with professional practices: physicians and dental groups, veterinary clinics, chiropractic, physical therapy, and optometry offices, law firms, architecture and engineering firms, real estate and insurance professionals, and independent consultants.
Whatever your profession, you'll find small business owners like you among the Lexington and Kentucky clients we're proud to serve with proactive tax planning and accounting.
Schedule a Comprehensive Consultation
Kindly complete the form below to facilitate a prompt discussion regarding tailored tax and accounting solutions; our team will respond swiftly to demonstrate how our expertise can advance your objectives.