Legacy Professionals LLP

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Legacy Professionals LLP

Legacy Professionals LLP is a Certified Public Accounting firm based in Westchester, Illinois, with additional offices in Schererville, Indiana, and Edina, Minnesota. The firm offers specialized audit and tax services to employee benefit plans, labor organizations, nonprofits, and other clients across 36 states. Legacy also provides payroll compliance audit services to multi-employer benefit plans and offers outsourced accounting and advisory services to nonprofits and similar organizations. Established in 2003, Legacy Professionals was founded by partners and professionals to provide focused accounting services to industries with unique needs. The firm is now in its third generation of leadership, with a continued commitment to high-quality, niche-specific services that cater to the distinct needs of its clients. This specialization has allowed Legacy to build a strong presence in its targeted sectors. The firm's mission is to provide consistent, high-quality audit and tax services to its clients, focusing on employee benefit plans, labor organizations, and nonprofit entities. Legacy operates on a foundation of integrity, professionalism, and a deep understanding of its clients' needs. The team’s dedication to helping clients navigate complex challenges is reflected in their approach, which emphasizes clear communication, trust, and long-term relationships. The firm also fosters a culture of ongoing learning and collaboration within the team and with clients. Legacy Professionals excels in auditing and accounting services for employee benefit plans, labor organizations, and nonprofits. The firm handles many employee benefit plans, including pension plans, health and welfare plans, 401(k) plans, annuity funds, and apprenticeship funds. It also serves labor unions, nonprofit organizations, and small to medium-sized businesses, providing comprehensive solutions tailored to each organization’s needs. The firm offers a broad range of tax services, including tax preparation, planning, and compliance. Its tax team is experienced in managing federal, state, and local tax matters and is skilled in preparing specialized forms such as LM-2, 5500, and 990. Legacy also provides representation before government agencies and informs clients of the latest regulatory changes from the IRS and Department of Labor. Legacy is well-known for its work with labor unions, providing expertise in meeting governmental reporting requirements and addressing regulatory changes. The firm’s client-first approach and ability to manage complex tax and compliance issues have contributed to its strong reputation in the market. As of January 2025, Legacy employs 35 partners and principals and continues to expand. The firm is also committed to giving back to the community, mainly through the Donna A. Hubert Memorial Scholarship Fund, which supports women pursuing careers in accounting in Illinois, Indiana, and Minnesota.

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