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📍 Schaumburg, Illinois — Serving Businesses & Individuals Across the USA & Internationally
info@cpalegacygroup.com (773) 937-5214 🔐 Client Portal Schedule Consultation
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CPA Legacy Group LLC
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Certified Public Accountants (CPA)
All 50 United States
International Clients Welcome
Crypto & 1099-DA Specialists
English · Polish · Ukrainian
24-Hour Response Commitment
✓
Year-End Tax Planning
Pre-December reviews to identify deductions, deferral strategies, and opportunities before the filing window closes.
✓
Retirement Plan Optimization
SEP-IRA, Solo 401(k), SIMPLE IRA, and defined benefit plan analysis — maximizing tax-deferred savings for business owners.
✓
Business Exit & Succession Planning
Tax-efficient structuring for business sales, mergers, and ownership transitions — minimizing capital gains and transfer tax exposure.
✓
Real Estate Tax Strategy
Depreciation scheduling, 1031 exchange planning, cost segregation, and real estate professional status optimization.
✓
Investment Tax Optimization
Tax-loss harvesting, qualified opportunity zone analysis, and capital gain timing strategies for personal and business portfolios.
Why CPA Legacy Group
CPA-Led Professionals — licensed, credentialed, and fully accountable
24-Hour Response Guarantee — a real professional responds within one business day
Year-Round Availability — not just during tax season; we are here whenever you need us
All 50 United States — multi-state and federal compliance expertise
International Clients — foreign companies and individuals served with full expertise
Trilingual — English, Polish & Ukrainian — serving diverse clients and businesses
Ready to get started?
Request a Consultation
Our Process

How We Deliver Results

01
Consultation

We discuss your situation and goals — honestly, without pressure. You'll know what to expect before we begin.

02
Engagement

A clear, transparent engagement letter. We assign a dedicated professional and begin a thorough onboarding process.

03
Preparation

Our team prepares your deliverables with open communication. You review and approve before anything is filed or finalized.

04
Year-Round Support

We remain your trusted advisors after delivery — for planning, IRS matters, questions, and evolving business needs.

Common Questions

Frequently Asked
Questions

Everything you need to know before engaging our team for this service.

Ask Us Directly
When is the best time to start tax planning?+
Ideally year-round — but the most impactful window is September through November, before year-end deadlines close many opportunities. We also conduct mid-year planning reviews.
How much can strategic tax planning actually save?+
Results vary, but clients who engage in proactive planning consistently pay significantly less tax than those who only file. Entity structure, retirement contributions, and timing strategies can save thousands annually.
What is the difference between tax planning and tax preparation?+
Preparation looks backward — recording what happened. Planning looks forward — making decisions today that reduce your bill tomorrow. Both are essential; planning is where the real value is created.
Do you work with both individuals and businesses?+
Yes — we serve business owners, investors, high-net-worth individuals, and foreign companies. Planning strategies differ significantly by situation and we tailor every engagement accordingly.

Questions About Tax Planning & Consulting?

Our team responds within 24 hours. Schedule a consultation or email us directly — English, Polish, and Ukrainian available.

Schedule a Consultation ✉ Email Our Team

✓ 24-HOUR RESPONSE GUARANTEE

Ready to Build a Stronger
Financial Future?

Reach out by phone, form, or email — a real professional responds within 24 hours. No automated replies. No runarounds. Your success is our commitment.

Schedule a Consultation✉ Email Our Team Directly✓ 24-Hour Response Guarantee
✉ Get Started