Legacy Professionals LLP is a Certified Public Accounting firm headquartered in Westchester, IL, with additional offices in Schererville, IN, and Edina, MN. This distinguished firm has built a reputation by providing comprehensive audit and tax services to a diverse and national client base. Serving employee benefit plans, labor organizations, nonprofit entities, and other organizations across 36 states, it has become a go-to source for businesses seeking specialized expertise. Multi-employer benefit plans particularly value the firm's payroll compliance audit services. It also offers robust Client Accounting & Advisory Services (CAAS) that cater to nonprofits and various other entities, providing outsourced accounting and advisory services tailored to their unique needs. Over the years, it has established itself as a firm that understands its clients' industries and delivers personalized solutions with precision and care. Founded in 2003 by a group of forward-thinking partners, principals, and professionals, the firm has consistently focused on delivering exceptional audit, accounting, and compliance services. The early founders set out to establish a niche practice dedicated to addressing the specific needs of employee benefit plans, labor organizations, nonprofits, and other specialized entities. As the firm enters its third generation of leadership, the vision and values set by its founders continue to guide every decision. This foundation of dedication to providing high-quality, niche-focused services remains the cornerstone of its success. The leadership at Legacy understands that a deep commitment to its clients' industries is essential in offering the tailored services that set them apart from other firms. The core mission of Legacy is centered around delivering a consistent level of high-quality audit and tax services to the sectors it serves. The founders recognized the need for a firm that could specialize in serving these distinct types of organizations, offering focused and highly effective services to meet their specific challenges. This mission continues to drive the work that is done today, ensuring that clients receive only the most skilled and knowledgeable professionals. The firm has grown to become a trusted partner, providing expert advice and solutions for clients in need of specialized audit and accounting services. This unwavering dedication to serving specific industries has solidified the firm's reputation as a leader in its field. The core values that drive Legacy are exemplified by the people who make up the team of auditors, accountants, tax professionals, and administrative staff. Integrity, honesty, and objectivity are the hallmarks of their work, with each team member dedicated to maintaining the highest standards in everything they do. At the heart of the firm's success is the understanding that the firm's achievements are deeply tied to the success of its clients. It is committed to fostering an environment where client needs come first, and the services provided are always tailored to ensure the utmost satisfaction. This client-centric approach has led to many long-standing relationships, with clients returning year after year due to the consistent, high-quality service they receive. The culture within Legacy Professionals LLP is one of mutual respect and collaboration, where team members work together to create a positive and supportive environment. This culture has been fundamental to the firm's growth and success, as it fosters an atmosphere where employees are encouraged to engage in lifelong learning, share insights, and communicate openly with one another. It is proud to have a team that not only values hard work and dedication but also prioritizes a sense of community and support for one another. The longevity of both employees and clients is a testament to the positive working environment and the enduring commitment to excellence that has been a staple of the firm since its inception. Legacy specializes in a narrow set of auditing and accounting services, positioning itself as a leader in these areas. The firm has dedicated decades to serving clients within its targeted niches, including employee benefit plans, labor organizations, and nonprofits. It offers services to a broad range of entities, including Taft-Hartley Plans, single-employer plans, pension funds, health and welfare plans, annuity funds, apprenticeship funds, and 401(k) plans, among others. This highly focused approach allows the firm to offer unmatched expertise and a deep understanding of the unique regulatory and financial challenges these clients face. Through decades of experience, the firm has built a reputation for being a trusted advisor to these industries, providing detailed, effective, and compliant solutions. In addition to its employee benefit plans, Legacy serves a variety of other organizations, including labor unions, local unions, district and regional councils, and international unions. The firm has gained a strong presence in these sectors, offering specialized services that help these organizations navigate their complex financial landscapes. Nonprofit organizations, including trade and professional organizations, schools, and charitable groups, are also well-served by the firm, benefiting from its vast experience in working with mission-driven entities. Small and medium-sized businesses across the country also rely on Legacy for expert accounting services, ensuring their financial operations are compliant and strategically aligned with their goals. This breadth of expertise demonstrates the firm's flexibility and dedication to providing outstanding services tailored to each client's specific needs. Legacy Professionals LLP's success is driven by a commitment to client service that prioritizes long-term relationships and continuous improvement. The firm's founders understood that to build a legacy, it was essential to not only provide high-quality services but also to cultivate an environment where clients felt understood and valued. This philosophy has endured through the years, allowing the firm to maintain its standing as a trusted leader in the field. It is proud of its Legacy, which continues to evolve under the stewardship of its dedicated professionals, ensuring that every client receives the personalized and effective service they need to thrive in their respective industries. Through its continued dedication to excellence, it remains a firm that clients can rely on for years to come.