SERVICES
Our Engagement Framework
We operate from a defined financial governance framework to ensure decisions are made on reliable data, integrated systems, and disciplined oversight across tax, accounting, and financial structure.
This framework establishes control before optimization, alignment before strategy, and continuity as your business evolves.
Each phase is intentional. None are optional.
01
Accounting System Setup & Enablement
Every engagement begins by establishing control over the financial system that supports your business decisions.
We design and govern a standardized accounting environment so financial information remains consistent, comparable, and reliable as your business scales.
This creates a decision-ready system, not just historical records.
02
Initial Tax Strategy & Structural Design
Before ongoing advisory begins, we establish a tax strategy aligned to your ownership structure and long-term objectives.
This phase defines how income is earned, allocated, and supported across your entities so planning decisions remain consistent throughout the year.
The focus is durability and coherence, not isolated tax outcomes.
03
Ongoing Tax Governance
Tax strategy only works when it is actively governed.
Through an ongoing engagement, we oversee your structure and tax posture as business conditions evolve, ensuring decisions remain aligned with the established framework.
Planning is continuous, deliberate, and embedded into how the business operates, not addressed after the fact.
04
Entity & Owner Compliance Oversight
We provide continuous oversight of entity-level and owner-level compliance to ensure consistency across reporting periods.
This includes shareholder-employee treatment, compensation versus distributions, and structural alignment as the business evolves.
The objective is coherence. Decisions remain intentional, supportable, and aligned with the governing strategy over time.
05
Strategic Coordination & Advisory Support
As complexity increases, decision-making often becomes fragmented.
We act as the central point of coordination, integrating tax strategy, accounting structure, and operational considerations into a unified advisory framework.
This enables decisions to be made with clarity, consistency, and control rather than in isolation.
ABOUT
All about
LegacyAdvisor
Built for Owner-Operators Who Require Structure
LegacyAdvisor works with owner-operators who have outgrown transactional tax preparation and fragmented advice. Clients engage us when reactive decisions, disconnected professionals, and year-end surprises are no longer acceptable.
Effective tax outcomes are not accidental. They require structure, coordination, and accountability. That is the standard we operate under.
Advisory, Not Transactional
This is not a bookkeeping or compliance-driven practice. The focus is advisory judgment, entity structure, and year-round tax and financial oversight.
By standardizing systems early and operating within a defined planning framework, decisions remain forward-looking rather than retrospective. The objective is fewer surprises, stronger decisions, and consistent execution throughout the year.
A Deliberate Advisory Model
LegacyAdvisor operates through a deliberately structured advisory model. Every engagement reflects direct involvement, continuity, and accountability, without handoffs or layered teams.
This approach allows for deeper understanding, higher-quality advisory work, and sustained alignment with each client’s business and personal objectives over time.
APPROACH
Structured Advisory. Clear Accountability. No Ambiguity.
The Advisory Role
LegacyAdvisor provides strategic planning, evaluation, and advisory judgment grounded in standardized accounting systems and dependable financial information. The work is forward-looking, analytical, and focused on decision support rather than transaction processing. Our role is to interpret data, assess structural implications, and guide informed decisions as conditions change. Advisory work is continuous, disciplined, and driven by clarity rather than reactive execution.
The Client Role
Clients remain accountable for business decisions and operational direction while operating within a standardized financial system established and governed through the engagement. Transactional activity may be performed by the client, internal staff, or under direct system oversight, depending on the engagement structure. Regardless of execution, financial activity is expected to follow defined classifications, controls, and documentation standards.
This shared model ensures financial information remains reliable, timely, and suitable for advisory judgment, planning, and strategic decision-making throughout the year.
Engagement Structure
Each engagement begins with system architecture and strategic planning, establishing the financial and tax framework that governs decision-making going forward. This foundation supports disciplined advisory oversight rather than reactive, year-end analysis. Ongoing engagement focuses on monitoring structure, evaluating changes in facts and circumstances, and maintaining strategic alignment as the business evolves. Tax strategy remains current, intentional, and integrated into day-to-day operations rather than reconstructed after the fact.
Transparency by Design
The advisory relationship is governed by clearly defined expectations, decision rights, and operating boundaries. Strategic oversight, planning cadence, and advisory responsibilities are established at the outset and reinforced throughout the engagement. This structure preserves advisory quality, supports disciplined decision-making, and ensures accountability without ambiguity. Both advisor and client operate from a shared framework that prioritizes clarity, continuity, and long-term alignment.
BENEFITS
Structural strength. Strategic advantage. Sustained results.
Clarity
Defined scope, explicit responsibilities, and transparent expectations from the outset. Decisions are made deliberately, within a known framework, rather than reactively under deadline pressure.
Leverage
Advisory replaces repetitive execution. Systems and internal resources handle routine work, freeing planning and oversight to focus on decisions that materially impact tax exposure, cash flow, and growth.
Continuity
Decisions are made within a consistent strategic framework over time. Tax strategy compounds across years instead of being rebuilt transaction by transaction.
TESTIMONIALS
What our clients are saying
“Very easy to work with and very professional.”
Rick D.
CPA of EPGR Lawyers
"Trustworthy and very high business acumen.”
Marcos A.
Manager of Umpqua Bank
"Well organized, expert, a trusted business partner!"
Menchie J.
Controller of InvestGrow
FAQ
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