MB Legacy Consulting PLLC

Certified public accountant in Memphis, TN (show on map)

5.0

★★★★★

26 reviews

MB Legacy Consulting PLLC is a certified public accountant firm listed in Memphis, Tennessee.

Call (901) 437-8300

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About

MB Legacy Consulting PLLC is listed as a certified public accountant at 1661 International Dr, Memphis, TN. Its website describes year-round tax maintenance and compliance services, retirement planning, estate and succession planning, and strategic tax and business advisory services for entrepreneurs and closely held corporations.

Contact the firm directly to confirm current services and offerings.

Offers QuickBooks services and reconciliation support

Provides personalized financial check-ups to minimize tax impact

Team includes a CPA, MST, CTP managing principal

Services

Small Business Accounting

Monthly or quarterly bookkeeping including bank reconciliation, income statement generation, balance sheet preparation and general ledger cleanup for small businesses.

Tax Preparation

Preparation of individual and business tax returns with assistance identifying deductions and credits.

Tax Planning

Strategic tax planning for individuals and businesses to minimize tax impact and plan for current and future tax positions.

Inclusive Tax Maintenance & Compliance Service

Year-round proactive tax compliance service covering federal, state and local regulatory needs, with advance notice of tax-reduction strategies and reduced audit risk.

Business Consulting

Advisory services for startups, finance, operations and profit planning including strategic planning, feasibility studies, information systems evaluation and outsourcing opportunity evaluations.

Part-Time CFO Service

Part-time CFO and strategic advisory services for business owners seeking ongoing financial guidance and business growth support.

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"... are very thorough, detail oriented, and prompt with tax preparation."

Frequently Asked Questions

How do I schedule an appointment with MB Legacy Consulting? +

Clients can contact the office directly to schedule an appointment. The firm also offers a 30-minute discovery call that can be scheduled in advance.

What types of clients does MB Legacy Consulting serve? +

The firm serves business owners, entrepreneurs, executives and independent professionals with individual, small business, tax and advisory services.

Does MB Legacy Consulting offer year-round tax services? +

Yes, the firm offers the Inclusive Tax Maintenance & Compliance Service, which is a year-round proactive service covering federal, state and local tax compliance needs.

What accounting services are available for small businesses? +

Small business accounting services include bank reconciliation, income statement preparation, balance sheet generation, general ledger cleanup, and customizable packages that can add payroll or tax services.

Does MB Legacy Consulting provide retirement planning? +

Yes, the firm offers retirement planning services including goal setting, savings and investment planning, estate and succession planning, and long-term cash distribution planning.

Where is MB Legacy Consulting located? +

MB Legacy Consulting is located at 1661 International Drive Suite 400, Memphis, Tennessee 38120.