Are you overwhelmed by receipts, taxes, and paperwork?
Accurate, reliable, and stress-free financial management for individuals and small businesses.
(Support available in English and Spanish)
You’re not alone! Many small business owners and busy families feel overwhelmed by bookkeeping, tax deadlines, and endless paperwork.
That’s where we come in.
We handle your books, forms, and filing so you can focus on what matters most—growing your business and enjoying life stress-free, knowing your finances are in order.
Struggling to Keep Your Finances Organized?
We Take the Stress Out of Your Finances
Trusted. Authorized. IRS-Recognized.
Legacy Wealth Management is an IRS-authorized tax and financial services firm.
We are a Certifying Acceptance Agent (CAA) and IRS e-File Provider, authorized to prepare and electronically file federal tax returns and assist clients with ITIN applications safely and correctly.
Our firm is listed on the IRS Public Acceptance Agent Directory and meets all federal suitability and compliance requirements.
(Support available in English and Spanish)
Comprehensive business tax services including income tax filing, bookkeeping support, and payroll guidance. Designed to help small business owners stay organized, compliant, and confident while focusing on growth.
#2
Professional individual tax preparation focused on accuracy, maximizing eligible deductions, and ensuring your return is filed correctly and on time. I help you keep more of your hard-earned money while staying fully IRS compliant.
Individual
Income Tax
#1
IRS-authorized ITIN application and renewal services with certified document review. As a Certifying Acceptance Agent, I can verify documents and submit Form W-7 without requiring you to mail original passports.
Business
Services
ITIN
Application
#3
Financial Services That Work for You
Services
IRS-Authorized • Certifying Acceptance Agent • Bilingual
Hi, I’m Karina, founder of Legacy Wealth Management. I help individuals and small business owners simplify their finances with accurate tax preparation, bookkeeping, and payroll services.
I offer personalized support in English and Spanish, making it easy for you to understand your finances and feel confident in every decision. My goal is to take the stress out of money management so you can focus on what matters most.
Bilingual Tax & Financial Specialist
My Name is Karina
Hey There!
Work With Me
nICHOLE
(dELAWARE)
Karina is hands down the best! After moving states, juggling multiple incomes, and buying/selling property, she made tax season stress-free, thorough, and maximized our savings. I felt completely at ease working with her!
Karina Made a Tough Tax Year Feel Easy!
Ricardo s
(ROCKVILLE, MARYLAND)
Karina, thanks for your excellent work on my mechanic shop's taxes! You found all possible deductions and explained everything clearly. I appreciate your expertise and will definitely be back!
Perfect for Small Business Owners!
Danielle L
(eL cAMPO,tEXAS)
“Karina is an excellent tax preparer! She explained everything clearly, helped me maximize my refund, and made the process stress-free. Highly recommended!”
Maximized My Refund and Stress-Free!
