Business Details
Your Trusted Accounting Partner in Pennsylvania
L G Legacy Group, LLC Accounting & Tax Advisory is a full-service Certified Public Accounting firm licensed in Pennsylvania. We specialize in providing personalized tax and accounting solutions to business owners, high net worth individuals, and real estate entrepreneurs. With a team of CPAs, Enrolled Agents, and Certified QuickBooks Pro Advisors, we combine decades of industry experience with a client-focused approach to minimize tax liabilities and optimize financial strategies.Our professionals deliver tailored advice on business structuring, estate planning, mergers and acquisitions, and real estate tax complexities. We prioritize professional excellence while fostering a culture of community engagement through employee volunteer initiatives. Our hands-on methodology ensures clients receive sophisticated advisory services aligned with their unique business and personal financial goals.
Services
Tax Advisory & Compliance
Business Valuation Services
Real Estate Tax Planning
Employee Benefit Plans
Mergers & Acquisitions
Highlights and features
- We offer 25+ years of real estate tax expertise from founder Linda Guendelsberger
- Our team includes specialists in MACRS vs ADS depreciation analysis
- Certified professionals handle complex business valuations for estate planning
- We provide tailored QuickBooks implementation and accounting system training
- Proactive approach to real estate professional classification and passive loss strategies
Associations and certifications
- CPA
- Enrolled Agent
- Certified QuickBooks Pro Advisor
Services
Tax Advisory & Compliance
Our CPA-led team provides comprehensive tax planning and compliance services for businesses and high net worth individuals. We identify personalized planning opportunities through detailed tax return reviews while navigating complex state and federal regulations. Specialized expertise includes real estate tax strategies, passive activity loss analysis, and executive compensation planning.
Business Valuation Services
We deliver accurate business valuations for estate planning, mergers, and acquisition transactions. Our professionals analyze intangible assets, financial reporting requirements, and buy/sell agreement frameworks. Services support employee stock ownership plans, charitable contributions, and litigation-related valuation needs with defensible documentation.
Real Estate Tax Services
Specialized tax advisory for real estate entrepreneurs covering property classifications, debt structuring, and partnership allocations. We optimize tax positions through cost segregation reviews, like-kind exchange analysis, and state tax obligation modeling while addressing developer/investor classification challenges.
Employee Benefit Plans
Our team provides compliance services for qualified retirement plans and executive deferred compensation arrangements. We offer tax review of equity-based plans, Form 5500 preparation, and 409A regulation compliance. Services include RSU/NQSO tax modeling and welfare benefit plan administration guidance.
Mergers & Acquisitions
We support business transactions with tax modeling, cash flow projections, and ROI analysis for buy/sell scenarios. Our advisors evaluate alternative business structures, spin-offs, and restructuring opportunities to maximize tax efficiency while aligning with clients' strategic growth objectives.
People
Linda Guendelsberger
Founder
Managing partner with 25+ years of tax and consulting experience for real estate companies and high net worth individuals. Former Managing Director at Fishbein & Company, recipient of SmartCEO Brava Award and PICPA Women to Watch Award.
Brian O'Sullivan
Partner
Tax Partner specializing in income tax planning for high net worth clients. Adjunct professor at Temple University with expertise in business valuations, merger tax strategies, and phantom stock compensation plans.
Christine Meller
Partner
Tax Partner providing strategic solutions for trusts, foundations, and real estate entities. Specializes in minimizing tax liabilities for property acquisitions and ongoing operations while maintaining compliance with evolving regulations.
Alex Shelow
Partner
Enrolled Agent with decade-plus experience in corporate accounting and tax compliance. Former real estate developer offering strategic consulting on cost segregation studies and international tax matters.
Ira Letofsky
Senior Tax Manager
Experienced CPA managing complex tax compliance and advisory needs for business clients. Focus areas include corporate taxation, financial reporting, and multi-jurisdictional tax planning strategies.
Questions
What industries does LG Legacy Group specialize in?
We specialize in serving real estate entrepreneurs, high net worth individuals, closely held businesses, and professional practices with tailored tax and accounting solutions.
How does LG Legacy Group approach tax planning?
Our proactive approach combines detailed tax return reviews with personalized planning opportunities, focusing on cash flow optimization and minimizing tax liabilities through strategic structuring.
What valuation services do you offer?
We provide business valuations for estate planning, mergers and acquisitions, buy/sell agreements, employee stock ownership plans, and financial reporting requirements.
Can you assist with real estate tax complexities?
Yes, we specialize in real estate professional classification, passive activity loss strategies, debt structuring, and cost segregation analysis for various property types.
Do you offer QuickBooks support?
Our Certified QuickBooks Pro Advisors provide system implementation, training, and financial strategy development to streamline accounting processes for businesses.
