Legacy Tax Advisors is a private-client tax consulting practice for business owners, real estate investors, and high-income professionals. We architect multi-year strategies across every entity and investment you own then walk with you through execution, measurement, and audit-ready documentation.
We are selective about our client base. We have an intentionally small staff and our strategies require a combination of complexity and tax savings to justify the time and investment.
We are tax consultants first. We begin with your complete financial picture. We map every entity, every investment, every income stream. Then we design a coordinated strategy that reduces total tax exposure across all of them. But we don’t stop at the plan. We implement it, measure it, and adjust it as your life and the tax code evolve.
Most tax professionals are compliance specialists; they make sure your return is filed correctly. We plan ahead. In our office, your tax return is the scorecard for a game plan we designed together.
We currently deploy more than 200 income and estate tax strategies. Most advisors default to fewer than a dozen. The difference don’t come from the volume of strategies; it’s the systematic, multi-entity coordination that are difficult by nature to deliver. The tax code is a hyper-complex minefield for the active affluent investor. To us it’s opportunity. Opportunity to make the most of what we are given with each new iteration of the tax code and opportunity for you to grow your wealth without being punished by taxes.
Compliance is the output, not the starting point. Every return we coordinate reflects a strategy we built months earlier. No last-minute panic because we have proactive architecture.
Your W-2 income, your S-Corp, your real estate LLCs, your trust – we see the whole board and optimize across it. Too often advisors optimize one investment at a time and end up leaving money on the table.
A strategy is worthless if it sits in a binder. We implement every recommendation with step-by-step guidance, timeline management, and coordination with your other advisors.
Every strategy we implement comes with thorough, organized documentation. Easy for you to access. Easy for your other adivisors to review. Built to hold up under examination.
Every client gets access to a coordinated ecosystem of tools, content, and strategy documents.
Your personalized, comprehensive tax strategy portal. Built by our team, customized for your family and business. This is our marquee deliverable. The master plan that drives everything else.
Real-time visibility into your strategies, projected savings, implementation status, and key metrics. This was a founding principal of our firm. If you don’t have a clear plan with a clear picture of where you are at, you might as well not have a plan at all.
Step-by-step documentation for every strategy we recommend. Plain language instructions, timelines, and checklists. We treat every strategy engagement as though we are preparing for audit. Implementing correctly is our calling card.
Deep-dive research on each strategy with full legal authority citations. Our clients understand the “why” and their other advisors can verify the supporting research.
Get access to our proprietary analysis of a variety of topics and strategies, plus tax law changes, and case studies. Designed for business owners and high-income professionals who want to stay informed.
We don’t throw out wild ideas. We recommend, implement, and measure. Every strategy has projected and actual savings numbers. We hold ourselves accountable to the outcomes.
We don’t practice in hypotheticals. These are some of the situations we handle for our clients every day.
The most powerful tool Congress ever created. We have implemented strategies that have claimed more than $2 billion in bonus depreciation. The unique angle today is that nearly every investor has access to it. Unlocking the ability to benefit from it, however, is the course we chart for clients every day. We don’t work in loopholes, we work in ground concepts with proper documentation.
Sell your business for millions, tax-free. It requires specific entity structuring and holding period planning. We have dozens of 1202-eligible clients. But, even where 1202 doesn’t apply, we have strategies to minimize or eliminate the tax on a sale or transfer. If you are considering a sale or transfer, it pays to plan with a team that knows your options.
These are some of the most intellectually challenging issues in taxation. Properly managing tax basis across entities can mean millions in savings. Not understanding the waterfall of tax loss limitation principles can be even worse. We map out every clients tax basis and loss limitation posture and then we test strategies against their personal profile.
Legacy Tax Advisors was created based on client demand. Our founder, Tax Attorney Todd Phillips, felt a recurring theme in his network: investors and business operators were seeking an advisor to help them navigate the tax code in their favor; to not wait until tax time to find out that there might have been a better plan. Todd uniquely brings 30 years of tax strategy experience layered with practical, real-life implementation. He has honed his skills by operating businesses, developing real estate, and buying and selling actual private investments. At Legacy, we bring big-firm technical depth into a focused, private-client environment.
Because of our approach and our in-depth research with a practical touch, we have become the tax strategist other tax experts call. CPAs, advisors, and attorneys often refer their most complex clients to us. Especially when situations arise that need complex solutions that won’t fail when moving from concept to execution.
The first step is a confidential conversation about your situation.
