Explore Our Services

Tax, accounting, and advisory services for Kentucky businesses and families — engineered to work together, because one team delivers them all.

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What We Offer

You shouldn't have to explain your situation five times to five different people. At Legacy Consulting Group, your tax preparation, bookkeeping, payroll, and business advice all live under one roof — so nothing gets lost in the handoff. Here's how we serve you.

TAX COMPLIANCE

Accurate tax preparation and proactive, year-round tax planning for individuals, businesses, trusts, and estates — plus real representation when the IRS or state sends a notice.

  • Income tax preparation — individual, business, trust, and estate

  • Income tax planning — individual and business

  • Tax notice protection and IRS representation

Learn More → Tax Compliance

ACCOUNTING & BOOKKEEPING

Clean, current books — and as much of the back office as you'd like off your plate.

  • Monthly bookkeeping

  • Payroll preparation and processing

  • Year-end financial statements

  • Outsourced / full-service accounting

  • Outsourced CFO services

Learn More → Accounting & Bookkeeping

BUSINESS ADVISORY

Strategic guidance for every stage of your business, from first idea to lasting legacy.

  • Small business consulting for every life cycle

  • Business startup & foundation services

  • Entity selection and structure analysis

  • Accounting system setup (QuickBooks Online)

  • Retirement plan analysis

Learn More → Business Advisory

QUICKBOOKS CONSULTING

Get QuickBooks set up right — and master it with confidence.

  • QuickBooks Online setup

  • Staff training

Learn More → Quickbooks Consulting

Our Process

Understand the Full Picture

We start by learning your business, your family, and your goals, not just reviewing last year’s numbers. That context helps our team see where you are today and what needs attention next.

Build Your Strategy

Tax preparation is only one piece. We connect your tax, accounting, bookkeeping, and business needs to create a practical strategy built around your specific situation.

Stay Ahead Together

Good financial decisions don’t happen once a year. We stay engaged, plan proactively, and help you address questions and opportunities before they become April surprises.

Grow with Legacy

As your business and financial life evolve, we evolve with you. From tax planning and accounting to business advisory, and connections to the broader Legacy family, you have a team that already knows the whole picture.

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Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.