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Practice & Experience

Legacy Consultants was founded on the notion of being a proactive resource for business owners by assisting them with their business and tax needs.    Financial decisions can make or break your company, and these decisions also affect your personal financial situation.  We want our clients to understand how to keep their hard-earned dollars in their business and grow their net worth and cash flow.  On average, we can reduce your current tax bill by 15%.  That is money that you can use to grow your business, pay off debt, or just pass through to your personal accounts.  Contact us today to change your financial future.

Experienced Advisors

We have a combined experience of over 60 years in accounting, tax and CFO and controller work.  We can provide Tax Planning, Monthly Accounting, Outsourced CFO, and Individual Financial Coaching services.


Ability to Stay

One Step Ahead

Are you tired of having accountants that you work with only help you around tax time?  Are you tired of hearing “You need to do X in order to save money next year in taxes” only to have the following year come around and no tax planning during the year was done?  We stay on top of the latest guidelines and trends.  We assist you with being more proactive instead of reactive.

Knowledge That Can Serve Your Needs

With over 60 years combined experience, Legacy Consultants can deal with any possible Financial or Accounting situation.  We will be there every step of the way from assessing what issues you are exposed to, to solving and implementation.  We have the resources and knowledge to solve all of your financial, accounting or tax matters.


Kristen Engeron

Founder & CEO


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