Legacy Wealth and Tax Advisory Services

Business Consulting and Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	legacywealthandtax.com
NAICS	5416
Founded	2025
Employees	1-10

Key Contact at Legacy Wealth and Tax Advisory Services

Cory Mcdaniel

CEO and Founder

About Legacy Wealth and Tax Advisory Services

At Legacy Wealth and Tax Advisory Services, LLC, we empower small businesses, sole proprietors, and families to achieve financial success through Wealth Creation Strategies, Tax Reduction Solutions, and Comprehensive Wealth Planning. Our Mission is to empower businesses and individuals with expert wealth, tax, and financial advisory solutions, fostering financial growth, compliance, and generational wealth.

Legacy Wealth and Tax Advisory Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Legacy Wealth and Tax Advisory Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Legacy Wealth and Tax Advisory Services has never raised funding before.

Frequently asked questions

Legacy Wealth and Tax Advisory Services is located in XX.

Legacy Wealth and Tax Advisory Services was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Legacy Wealth and Tax Advisory Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Wealth and Tax Advisory Services

Cory Mcdaniel

CEO and Founder

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