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Current company Legacy Professionals Llp
Accounting · 177 employees · Founded 2003 · Westchester, Illinois, United States
Legacy Professionals LLP, headquartered in Westchester, IL, with offices in Schererville, IN, and Edina, MN, is a Certified Public Accounting firm serving clients nationwide. The Firm specializes in audit and tax services for employee benefit plans, labor organizations, nonprofits, and other entities across 36 states. Their offerings include payroll compliance audits and a dedicated Client Accounting & Advisory Services (CAAS) team for outsourced accounting and advisory needs.
Founded in 2003, Legacy Professionals is built on a tradition of excellence in providing niche-focused audit, accounting, and compliance services. Its third-generation leadership remains committed to the founders' vision of delivering high-quality, specialized services. The Firm’s mission is underpinned by core values of integrity, honesty, and objectivity, ensuring client success drives their own.
Legacy’s expertise spans employee benefit plans, including Taft-Hartley and single-employer plans such as pension, health and welfare, and 401(k) plans. They also serve labor organizations, nonprofits, and small to medium-sized businesses. Their accounting and audit services include audits, reviews, tax and compliance services, payroll compliance audits, and outsourced accounting support. In tax services, the Firm excels in preparation, planning, payroll tax filings, and representation before governmental agencies.
Notable for its client care and industry expertise, Legacy has grown to 35 partners and principals as of January 2025. The Firm’s professionals frequently contribute as speakers at prominent industry conferences. Legacy also prioritizes community impact through initiatives like the Donna A. Hubert Memorial Scholarship Fund, which supports women pursuing accounting careers in Illinois, Indiana, and Minnesota.
Contact Julie Tucek for more information about Legacy. Julie can be reached at j•••••@legacycpas.com or at 31••••••92.