Balancing Commitment & Experience
Team · CPA · Chicago, Illinois, United States
185+
Team
1
Services
Westchester Illinois, Schererville Indiana, Edina Minnesota, nationwide
Service area
Legacy Professionals LLP is a specialized accounting firm serving employee benefit plans, labor organizations (Taft-Hartley funds), not-for-profit organizations, and commercial clients. The firm operates offices in Westchester, Illinois; Schererville, Indiana; and Edina, Minnesota, with a team comprising 32 partners and principals and over 185 professional staff. The firm has developed deep expertise in employee benefit plan auditing, including multiemployer and single employer defined benefit and defined contribution pension plans, health and welfare benefit plans, and various specialized funds established through labor-management collective bargaining. Legacy maintains membership in the AICPA Employee Benefit Plan Audit Quality Center, ensuring adherence to highest practices and standards, and is also a member of the International Foundation of Employee Benefit Plans. Key service offerings include audits, reviews, and compilations; governmental form preparation including Form 5500 and Form 990; payroll compliance audits with dedicated staff across office locations; claims audits; fidelity bonding requirement computation; government examination representation; and litigation support. The firm's approach emphasizes consistent expertise, approachability, and professionalism across all client relationships.
Credentials: CPA
Languages: English
Serves: Westchester Illinois, Schererville Indiana, Edina Minnesota, nationwide
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