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Legacy Professionals LLP

CPAs Specializing in Auditing Nonprofits

Legacy Professionals LLP

Legacy Professionals LLP specializes in providing audit, accounting, and tax services to non-profit organizations, including trade and professional, charitable, membership and others. Legacy is one of the Midwest region's leading CPA firms with headquarters in Chicago and offices in Edina, MN and Schererville, IN. Our niche focus is to provide audid and accounting and tax services to not-for-profit organizations, making us different from other Firms. We provide services to hundreds of nonprofits, with clients ranging in size from approximately $1 million to over $100 million in revenue and client assets ranging from $250,000 to $7.6 billion.

Spotlight 

  • Audit & Accounting

    Legacy Professionals LLP's audit and accounting services range from bookkeeping and financial statement preparation to financial statement audits.  We can help you achieve the degree of accountability you need and find practical, cost-effective ways to comply with new and changing rules that affect your organization every day.

    Our experience allows us to identify opportunities for you to improve your operations and get the financial information you need to manage it well. We work with our clients on a year-round basis, promptly answering questions and providing counsel.


    More Information » www.legacycpas.com/pages/audit___accounting/15.php

  • Tax

    Legacy's tax services include tax planning, compliance, and return preparation.  At Legacy, we prepare over 500 Forms 990.  Whether we are assisting our clients through a quality control review of client-prepared filings or are supplying direct preparation services, our clients can count on timely and knowledgeable support from the tax professionals at Legacy.  We also provide wide-ranging planning services to our clients.  Our focus in these and other matters is always to encourage our clients towards active planning based on a clear understanding of the client's overall goals.

    All members of our staff have participated in a diverse variety of federal, state, and local legislative and regulatory matters.  As a valuable part of our client service team, the tax professionals at Legacy integrate actively with other Legacy staff and the client's personnel in order to meet the client's goals and deadlines.


    More Information » www.legacycpas.com/pages/tax/16.php

  • Benchmarking & Financial Performance Reports

    We prepare customized reports to assist Board members and management in understanding their organization's financial situation.  These reports contain key performance indicators, narrative analysis, graphs, ratios, and sector comparisons that will allow the organization to objectively analyze its financial data.  This analysis reveals key trends over time, changes in financial performance, and relationships between the numbers that will help our clients measure their organization’s effectiveness of activities, use of resources, progress towards goals, and success with regards to their stated mission.  The report will benchmark your organization against similar organizations. 


    More Information » www.legacycpas.com/pages/benchmarking/267.php

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