Legacy Professionals LLP is a prominent Certified Public Accounting firm based in Westchester, IL, with additional offices in Schererville, IN, and Edina, MN. The firm caters to a broad national client base, providing specialized audit and tax services to employee benefit plans, labor organizations, nonprofit entities, and other organizations across 36 states. It also offers payroll compliance audit services to multi-employer benefit plans. In addition, the firm houses a dedicated Client Accounting & Advisory Services (CAAS) team, which provides outsourced accounting and advisory services to nonprofits and a variety of other organizations. This wide-reaching scope ensures that clients receive tailored, industry-specific services to address their unique financial needs.

Since its inception in 2003, the firm has been committed to providing expert audit, accounting, and compliance services to employee benefit plans, labor organizations, nonprofits, and various other entities. The leadership of Legacy, which has now reached its third generation, remains deeply rooted in the foundational values set by its founders. These values include a steadfast dedication to delivering the highest quality services to niche markets, specializing in the industries it serves. The firm's ongoing success is a direct result of this strategic focus, and it continues to build on the Legacy of its early leaders, who envisioned a firm that would prioritize the specific needs of its clients.

The core mission of Legacy is to consistently provide exceptional audit and tax services to its specialized client base. The founders of the firm identified a distinct need for high-quality, niche-focused services for organizations like employee benefit plans, labor unions, and nonprofits. This commitment to quality has remained the driving force behind the firm's operations since its founding. As a result, the firm has developed a strong reputation for providing tailored solutions that help organizations navigate complex regulatory environments while ensuring compliance and financial integrity.

At the heart of Legacy Professionals LLP is a team of dedicated professionals who embody the firm's core values of integrity, honesty, and objectivity. These values are reflected in every aspect of the firm's work, from the high standards set in audits to the supportive, client-first culture that defines the firm's operations. Its success is intertwined with the success of its clients, and the firm recognizes that providing top-notch service is the key to ensuring long-term client satisfaction. The culture at Legacy is one of collaboration and continuous growth, fostering a positive and open working environment where communication, learning, and professional development are prioritized.

Legacy has developed a deep expertise in a wide range of audit and accounting services, serving a variety of niche markets. The firm has spent decades honing its focus on employee benefit plans, including Taft-Hartley plans (multi-employer plans), single-employer plans, pension plans, health and welfare plans, annuity funds, apprenticeship funds, 401(k) plans, and more. This specialized focus enables the firm to provide high-quality services to organizations that require expert knowledge in these specific areas, ensuring they are in full compliance with complex regulations and industry standards.

In addition to its work with employee benefit plans, Legacy Professionals LLP also serves a variety of labor organizations, including local unions, district and regional councils, and international unions. The firm's expertise in this area allows it to provide comprehensive accounting and auditing services that help labor organizations manage their finances effectively while adhering to strict regulatory requirements.