Legacy Tax is a women-led tax and accounting team based in Beloit, Wisconsin, serving families and small businesses across Beloit and Southern Wisconsin. The firm focuses on practical guidance for tax preparation, accounting, payroll, retirement planning, new business formation, and audit-related support.

Its services include individual and business tax return preparation and filing, bookkeeping, financial statements, payroll processing, payroll tax filings, entity selection, registration, EIN application support, and help with IRS notices or audit preparation. The source material describes the team as approachable and community-rooted, with an emphasis on explaining financial matters plainly.

Legacy Tax lists 20+ years of experience and works with families and small businesses that need tax, payroll, accounting, and formation support.