Business Details
Trusted Accounting & Tax Advisory Services in Dresher, PA
L G Legacy Group, LLC Accounting & Tax Advisory is a full-service Certified Public Accounting firm licensed in Pennsylvania. We work with many business owners with varying issues and we pride ourselves on being their trusted advisors. At L G Legacy Group, we value meeting our clients' needs above all else. With a dedicated staff of CPAs, Enrolled Agents, and highly-specialized Certified QuickBooks Pro Advisors, our team provides personalized and sophisticated tax and accounting services. We serve high net worth individuals and entrepreneurs while maintaining a client-focused approach.Our firm has organically created a culture of professional excellence and attention to detail, encouraging employee growth and community involvement through volunteering activities. We offer comprehensive services including business accounting, tax advisory, family office solutions, employee benefit plans, trust and estate services, business valuation, and specialized corporate executive support.
Services
Private Business Accounting
Real Estate Tax Advisory
Employee Benefit Plans
Mergers and Acquisitions
Business Valuation Services
Corporate Executive Services
Trust and Estate Planning
Individual Tax Compliance
State and Local Tax
Details
- Year established: 2025
Highlights and features
- Our team includes CPAs, Enrolled Agents, and Certified QuickBooks Pro Advisors
- We provide personalized service from local accounting professionals
- We combine high-level tax experience with community involvement
- Our staff maintains expertise in specialized areas like real estate taxation
- We offer comprehensive solutions for business owners and executives
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Professional expertise
Personalized service
Comprehensive solutions
Knowledgeable staff
Trusted advisors
Services
Private Business Accounting
Our hands-on accounting services help businesses manage tax planning opportunities, accounting policies, and industry-specific tax advice. We provide payroll processing, bookkeeping, retirement plan support, and QuickBooks implementation for growing companies. Our local CPA team delivers personalized service focused on minimizing business tax risks while supporting cash flow management.
Real Estate Tax Advisory
We specialize in real estate tax consulting for commercial properties, office buildings, and hotel developments. Our services include debt structuring analysis, passive activity loss planning, cost segregation reviews, and like-kind exchange strategies. We help real estate entrepreneurs navigate complex tax considerations for new projects and existing investments across Pennsylvania and surrounding regions.
Business Valuation Services
Our certified professionals provide accurate business valuations for estate planning, mergers, acquisitions, and buy/sell agreements. We analyze intangible assets, financial reporting requirements, and charitable contribution valuations. Our team brings extensive experience in determining fair market value for closely held businesses in various industries.
Trust and Estate Services
We offer comprehensive trust administration and estate planning services including tax-efficient wealth transfer strategies, generation-skipping trusts, and charitable remainder trusts. Our advisors help clients protect assets for future generations while minimizing estate tax liabilities through personalized planning solutions.
Individual Tax Compliance
Our tax compliance services for high net worth individuals include year-end planning, AMT minimization, and investment tax strategies. We handle complex returns for those with incomes exceeding $250K, focusing on passive activity losses, retirement distributions, and international tax compliance while maximizing refunds and minimizing liabilities.
People
Christine Meller
CPA, Partner
Christine Meller brings extensive accounting expertise to L G Legacy Group as a certified public accountant and partner. She specializes in providing strategic tax solutions and financial planning services to business owners and high net worth individuals.
Alex Shelow
EA, Partner
Alex Shelow, an Enrolled Agent and partner, contributes specialized tax knowledge to L G Legacy Group. With deep experience in tax compliance and planning, he helps clients navigate complex federal and state tax regulations while ensuring optimal financial outcomes.
Brian OSullivan
CPA, CVA
Brian OSullivan, a certified public accountant and accredited valuation analyst, shares his expertise in MACRS vs ADS decision processes. He provides specialized tax analysis for both tax-exempt tangible personal property and non-residential real estate investments.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, payroll processing, financial statement preparation, tax planning, and business advisory services tailored to small business needs.
Do you specialize in real estate tax planning?
Yes, we specialize in real estate tax advisory services including debt structuring, passive activity loss analysis, cost segregation reviews, and like-kind exchange strategies for commercial properties.
How can you help with business succession planning?
Our trust and estate services include business succession planning, helping owners transition their businesses through tax-efficient strategies while protecting family assets for future generations.
What tax services are available for high net worth individuals?
We offer specialized tax compliance and planning services for high net worth individuals including AMT minimization, investment tax strategies, and complex return preparation for incomes over $250K.
Are you experienced with employee benefit plans?
Yes, we provide full-service support for qualified retirement plans, stock options, and executive deferred compensation plans including Form 5500 preparation and 409A compliance.
