Legacy Financial Services | Fresno, CA

Total Hires: 1 time
Service Area: Fresno, CA
Team Size: 4 employees
Business Duration: 8 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

$100K - $500K
$500K - $1M
Less than $100K
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

Hello! ??

I would love the opportunity to see if I can help you with your financial needs.

Legacy is a one-stop financial shop. We help business owners bring all the aspects of their together. We hope to be the relief needed to make the business run smoothly and compliant.

Our services include:

Business taxes

Accounting

Payroll establishment

Business formation

Strategic planning

Wealth management

The consultation is free of charge and if you decide to move forward with services fees will apply.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Sabrina Green
- Completed on 2/18/2023

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