Legacy Professionals LLP is a Certified Public Accounting firm based in Westchester, IL, with additional offices in Schererville, IN, and Edina, MN. The firm provides a range of specialized audit and tax services to a national client base, with a focus on employee benefit plans, labor organizations, nonprofit entities, and other organizations across 36 states. Additionally, it offers payroll compliance audit services to multi-employer benefit plans. The firm's Client Accounting & Advisory Services (CAAS) team plays a vital role in providing outsourced accounting and advisory services to nonprofits and various other organizations. This dedication to serving specialized sectors has been integral to the firm's mission since its inception. Founded in 2003 by a team of partners, principals, and professionals, Legacy was established to address the unique needs of employee benefit plans, labor organizations, nonprofits, and other specific entities. The firm's leadership, now in its third generation, continues to honor the original vision of offering high-quality, niche-focused services. The foundation laid by the firm's founders still drives its commitment to excellence in audit, accounting, and compliance services, ensuring that clients receive specialized attention in the industries that matter most to them. This dedication to niche services has contributed to the firm's reputation as a trusted partner to organizations requiring focused expertise. At the core of Legacy's mission is a commitment to delivering consistently high-quality audit and tax services. The firm's founders recognized the importance of offering tailored services to organizations that require specialized support. This philosophy of focusing on niche industries has allowed it to develop an in-depth understanding of its client's unique needs and deliver solutions that exceed expectations. The firm has remained steadfast in its pursuit of providing high-quality services, building long-term relationships, and maintaining a client-centric approach that has been integral to its success. The company's core values are embodied in its team of auditors, accounting and tax professionals, and administrative staff, all of whom are dedicated to serving clients with integrity, honesty, and objectivity. From the start, it has been clear to all involved that the success of the firm is inherently tied to the success of its clients. This understanding has been the driving force behind the firm's continued commitment to providing excellent services. A notable aspect of the firm's culture is its positive working environment, which prioritizes communication, collaboration, and continuous professional development. The employees at Legacy value lifelong learning and mutual support, fostering a dynamic atmosphere that contributes to the firm's enduring success. Legacy Professionals LLP has honed its expertise over the years, providing a focused set of auditing and accounting services tailored to specific industries. The firm has decades of experience working with employee benefit plans, including both Taft-Hartley Plans (multi-employer plans) and single-employer plans. Its expertise spans a variety of plan types, including pension plans, health and welfare plans, annuity funds, apprenticeship funds, 401(k) plans, and more. This specialization allows the firm to offer in-depth knowledge and targeted solutions for the complex needs of these types of entities. By maintaining a deep focus on these areas, it has built a reputation for excellence and trustworthiness in handling the intricate details of employee benefit plan services. In addition to its work with employee benefit plans, Legacy also serves labor organizations, including local unions, district and regional councils, and international unions. The firm's ability to understand and address the specific challenges these organizations face is a key aspect of its service offering. Whether providing audit services or offering guidance on compliance issues, the firm's dedicated professionals are skilled at helping labor organizations navigate the complex regulatory and financial landscapes they encounter. Its experience in this area has made it a valuable partner for labor organizations seeking expertise they can rely on. Legacy is also committed to supporting nonprofit organizations, including trade and professional associations, charitable groups, and schools. These organizations often face unique financial and regulatory challenges, and the firm's specialized knowledge allows it to offer tailored services that ensure compliance and financial integrity. By providing audit, tax, and accounting services, the firm helps nonprofits navigate the complexities of their financial reporting, ultimately helping them achieve their missions more effectively. The firm's commitment to serving these vital sectors speaks to its broader goal of supporting organizations that contribute positively to society. In addition to serving nonprofits and labor organizations, Legacy has made a significant impact in the small and medium-sized business sector. Many of these businesses require customized solutions to address their accounting, audit, and compliance needs, and the firm is adept at providing services that support their growth and stability. Whether assisting with tax filings, financial audits, or advising on best practices, it offers expertise that is especially valuable to businesses navigating the complexities of growth and regulatory compliance. The firm's work with small and medium-sized enterprises further demonstrates its versatility and commitment to serving a broad range of clients. As Legacy Professionals LLP continues to evolve, the firm remains firmly focused on its founding principles: providing specialized, high-quality services to its clients. With a strong track record of success in serving employee benefit plans, labor organizations, nonprofits, and small businesses, the firm is poised for continued growth. The unwavering commitment to client success, integrity, and excellence will remain at the core of the firm's mission, ensuring its position as a trusted leader in the accounting industry. With its focus on niche services, it is well-equipped to meet the evolving needs of its diverse client base, and its Legacy of quality service will continue to drive its future success.