Payroll Services
Payroll setup or provider-change support, pay frequency, employee count, multi-state needs, timekeeping and related coordination.
Bookkeeping
Ongoing bookkeeping, cleanup and catch-up needs, reconciliations, reporting and accounting-platform support.
Business Tax Preparation
Business tax preparation and year-round planning/education through Prestige Tax Group, Inc.
Coordinated Business Review
Where useful, identify adjacent needs such as benefits, retirement plans, workers’ compensation, merchant processing or other business operations.
Start Here
Request a Review
Tell us which business financial service you need and when. We will connect you with the appropriate provider.
Tax preparation is handled through Prestige Tax Group, Inc. Other services are routed to the appropriate operating company or qualified provider.
Your service path
What to expect
Owners who need payroll, reliable books, cleanup or tax-ready business records.
What Legacy Wise provides
Review the selected service, current system, backlog and deadlines. Coordinate bookkeeping, payroll or tax support through Prestige Tax Group and appropriate providers.
What you receive
A defined service scope, records checklist, proposed transition steps and review of pricing before work begins.
Prepare your request
Entity type, services needed, payroll headcount where relevant, bookkeeping platform, periods needing cleanup and filing deadlines.
From inquiry to an agreed engagement
- Submit the request with your service needs and timing.
- We review the details and clarify the appropriate provider and scope.
- You review the proposal, pricing and responsibilities before work or booking commitments begin.
- Approved work follows the agreed schedule, with the next handoff or completion documented.
Initial intake is for basic context. Financial records and identifiers are collected separately after the appropriate secure process is confirmed.
Request Business Financial Operations