Professional. Personal. Proudly Beloit.
Legacy Tax has been helping families and small businesses across Beloit and Southern Wisconsin maximize refunds, simplify payroll, and plan for the future — with a friendly, women-led approach.
About Us
Empowering Financial Growth & Stability
Located in Beloit, Legacy Tax is a women-led team of tax professionals focused on being approachable, reliable, and rooted in our community. Our advisors combine professional credentials with a friendly approach — we explain numbers plainly and work with you to plan for the next chapter.
20+
Years of Experience
100's
of Happy Clients
5+
Years in Beloit
1000's
of Questions Ansewered
Our Services
Innovative Solutions for
Modern Accounting
- Practical, clear advice — no jargon.
- Local knowledge of Beloit's small business and family needs.
- Friendly, women-led service with strong credentials.
Tax Preparation
Individual and business tax return preparation, filing, and optimization — done carefully to maximize refunds and minimize liability.
Accounting
Bookkeeping, financial statements, and ongoing accounting support to keep your business organized and audit-ready.
Payroll
Payroll processing, payroll tax filings. — reliable, accurate, and timely.
Retirement Planning
Guidance on IRAs, 401(k) options, and tax-smart withdrawal strategies to protect your retirement savings.
New Business Formation
Entity selection, registration, EIN application support, and tax planning for startups and new small businesses.
Audit Assistance
Support if your return is selected for audit — document gathering, communication, and professional representation.
Our Process
Our Roadmap to Financial Excellence
Assessment & Analysis
Planning & Implementation
Monitoring & Adjustment
02
Assessment & Analysis
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01
Planning & Implementation
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.
03
Monitoring & Adjustment
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.
Contact Us
Get In Touch
Email: [email protected]
Phone Number: (608) 362-8112
Address : 2101 South Riverside Dr.
Normal Office Hours : Mon- Fri 9:00am - 6:00pm
Copyright 2025. Legacy Tax. All rights reserved.