Business Details
Trusted Accounting Services for Employee Benefit Plans & Nonprofits
Legacy Professionals was established by professionals with decades of experience serving labor organizations, employee benefit plans, not-for-profits, and commercial clients. Our team of 32 partners and over 185 professionals provides audit, accounting, tax, and payroll compliance services tailored to niche markets. We prioritize ongoing communication and client education, ensuring organizations understand regulatory requirements and operational best practices. Our dedicated staff works year-round to deliver personalized guidance, combining technical expertise with practical solutions. With a focus on accountability and compliance, we help clients navigate complex financial landscapes while maintaining transparency.Our third-generation leadership continues the firm's tradition of excellence, adapting to evolving industry standards. Clients consistently praise our thoroughness, responsiveness, and ability to simplify complex processes. We serve hundreds of organizations nationwide, offering specialized services that address unique sector challenges. Our commitment extends beyond compliance, aiming to become a trusted partner in our clients' long-term success. This approach has solidified our reputation as a leader in niche accounting services.
Services
Audit & Accounting
Tax Compliance
Payroll Compliance Audits
Client Advisory Services
Form 5500 Filings
Nonprofit Tax Filings
Payroll Tax Audits
Accounting Software Integration
Financial Reporting
Regulatory Compliance
Highlights and features
- We offer 30+ years of specialized experience in employee benefit plan accounting.
- Our team includes 32 partners and over 185 professionals with niche market expertise.
- We provide year-round compliance guidance, not just annual reporting services.
- Our audit processes meet ERISA and Department of Labor requirements for Taft-Hartley plans.
- We maintain a 98% client retention rate through personalized service and proactive communication.
What people say
Thorough audits
Proactive compliance guidance
Year-round support
Specialized expertise
Personalized service
Services
Audit & Accounting
Our audit and accounting services include bookkeeping, financial statement preparation, and compliance audits for employee benefit plans and nonprofits. We identify operational improvements while ensuring adherence to changing regulations. Our team works year-round to provide timely advice and maintain accountability standards required by ERISA and the Department of Labor.
Payroll Compliance Audits
We conduct specialized payroll compliance audits to verify contributions compliance with collective bargaining agreements. Our nationwide program detects underpayments, ensures accurate participant data, and prevents financial statement qualified opinions. Staff in three locations perform these audits tailored to Taft-Hartley plan requirements and ERISA exemption guidelines.
Tax Services
Our tax professionals handle federal, state, and local filings including Forms LM-2, 990, and 5500. We provide tax planning strategies aligned with organizational goals and represent clients before government agencies. Services include pension benefit guaranty corporation filings and analysis of employee benefits tax implications.
Client Accounting & Advisory Services
We offer virtual or on-site accounting solutions including bookkeeping, payroll processing, and financial reporting. Our CAAS team provides budgeting support, internal control reviews, and software implementation services. This includes customized management reports and training for nonprofit boards and associations.
Regulatory Compliance
We help clients navigate federal and state regulatory requirements through proactive planning and documentation. Our team participates in legislative matters affecting nonprofits and employee benefit plans, providing updates on tax code changes and filing requirements to maintain compliance status.
People
Timothy F. Cibulka
Managing Partner
With over 25 years in public accounting, Timothy leads our Westchester office and specializes in employee benefit plan audits. He oversees quality control for our audit division and mentors junior staff in compliance standards.
James Kemperas
Principal
James specializes in payroll compliance audits and has developed our nationwide audit program. He frequently speaks at industry conferences about ERISA compliance and contributes to professional publications on benefit plan audits.
Julie Tucek
Marketing Director
Julie manages client relations and coordinates our CAAS team. With 15 years at Legacy, she connects clients with appropriate professionals and oversees the firm's community engagement initiatives including scholarship programs.
Eric Wallin
Partner
Based in our Schererville office, Eric focuses on nonprofit tax compliance and serves as lead auditor for multiple multiemployer plans. He contributes to our internal training programs on evolving nonprofit accounting standards.
Eric C. Baertsch
Partner
Eric leads our Edina office and specializes in commercial client accounting. He has 20 years of experience guiding organizations through tax code changes and implementing accounting software solutions for mid-sized businesses.
Questions
What industries do you specialize in?
We focus on employee benefit plans, labor organizations, nonprofits, and commercial clients requiring specialized accounting services.
Do you handle multi-state compliance requirements?
Yes, our payroll compliance audit program operates nationwide with dedicated staff in three office locations.
What tax forms do you prepare?
We specialize in Forms 5500, 990, LM-2, and other filings specific to employee benefit plans and nonprofits.
How do you ensure audit quality?
Our auditors maintain annual accreditation hours and work closely with tax professionals to ensure comprehensive compliance.
Can you assist with accounting software implementation?
Yes, our CAAS team provides QuickBooks customization and accounting software integration services tailored to client needs.
