Legacy Wealth Management

Simplify Your Business Taxes, Bookkeeping, and Payroll

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 Finances Today

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.

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How I Can Start Transforming Your Business Finances Today

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ITIN Applications & Renewals

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.

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Business Tax & Bookkeeping

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.

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Individual Tax Services

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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 Income Tax

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

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.

Included:

  • Federal & State Tax Filing
  • W-2, 1099 & Self-Employed Income
  • Credits & Deductions Review
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  • Dependents & Family ITINs
  • IRS-Compliant Submission
  • Application Status Guidance
  • ITIN Applications & Renewals
  • Form W-7 Preparation
  • Certified Document Review

ITIN APPLICATION

Included:

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.

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

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.

Bookkeeping Services

Included:

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  • Deduction Review
  • Year-Round Tax Support
  • LLC Returns
  • Email Support
  • Business Tax Return Preparation
  • Tax Extensions
  • Tax Planning
  • Estimated Tax Payments

Ideal for small businesses and self-employed professionals who want accurate, timely, and compliant tax preparation. I help you maximize eligible deductions, meet filing deadlines, and navigate tax season with confidence so you can focus on growing your business.

Business Tax Services

Included:

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Review & File with Confidence

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

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Share Your Info Securely

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

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Book Your Appointment

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

What Comes Next?

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

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!

- vero H.

Contact

Simplify Your Business Finances Today!

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.

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