Legacy Wealth Management

I help individuals, families, and small business owners simplify their finances with honest, IRS-compliant tax preparation, bookkeeping, payroll support, and ITIN services — all explained in plain language and delivered with care.

Simplify Your Business Taxes, Bookkeeping, and Payroll

From tax filing to bookkeeping and payroll, I help business owners stay organized, compliant, and stress-free. Let’s streamline your financial systems so you can focus on growing your business.

Simplify Your Business Finances Today

Accurate tax return preparation and filing for individuals, couples, and families. I focus on maximizing deductions, minimizing stress, and helping you understand your tax outcome before you file.

Individual Tax Services

#1

Tax filing, tailored bookkeeping, and payroll management designed for small business owners. Get organized, stay compliant, and see your finances clearly so you can grow with confidence.

Business Tax & Bookkeeping

#2

IRS-authorized ITIN support handled in-house. As a Certifying Acceptance Agent (CAA), I can verify required documents and prepare your application (no passport mailing needed). This is ideal if you need an ITIN to file taxes, list dependents, or stay compliant.

ITIN Applications & Renewals

#3

How I Can Start Transforming Your Business Finances Today

  • Federal & State Tax Filing
  • W-2, 1099 & Self-Employed Income
  • Credits & Deductions Review

Included:

Professional individual tax preparation designed to make filing simple and stress-free. I review your income, deductions, and credits carefully to ensure your return is accurate, compliant, and filed with confidence—so you know exactly where you stand before anything is submitted.

  • Dependents & Filing Status Support
  • E-File & Confirmation
  • Year-Round Tax Support

Individual Income Tax

IRS-authorized ITIN application and renewal services designed to make the process simple and stress-free. As a Certifying Acceptance Agent (CAA), I verify required documents, prepare Form W-7, and submit your application correctly—without requiring you to mail original passports.

Included:

ITIN APPLICATION

  • ITIN Applications & Renewals
  • Form W-7 Preparation
  • Certified Document Review
  • Dependents & Family ITINs
  • IRS-Compliant Submission
  • Application Status Guidance

Included:

Bookkeeping Services

Ideal for solo entrepreneurs and small business owners who want clear, accurate, and tax-ready books. I keep your finances organized and up to date so you can understand your numbers, stay compliant, and make confident business decisions.

  • Monthly Bookkeeping
  • Profit & Loss Reports
  • Bank Reconciliation
  • Expense Tracking
  • Tax-Ready Financials
  • Monthly Reports
  • Email Support
  • Compliance Monitoring

What Comes Next?

Choose a virtual or in-person appointment at a time that works best for you.

Book Your Appointment

#1

You’ll receive a simple checklist and a secure link to upload your documents—easy, organized, and stress-free.

Share Your Info Securely

#2

I handle the details, review everything with you, answer your questions, and file when you’re ready.

Review & File with Confidence

#3

- vero H.

I absolutely loved working with Karina. The way she takes her time explaining every single question I had really put an easy into filling my taxes. Very knowledgeable and patient. I'm never going anywhere else. CUSTOMER FOR LIFE!

"Working with Karina made the entire process simple and stress-free."

Have questions about taxes, bookkeeping, payroll, or financial analysis? Fill out the form below and I’ll be in touch to help you get started.

Simplify Your Business Finances Today!

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