Legacy & Wealth Management (LWM) is a Full-Service Texas-based CPA firm.
Small business owners and real estate investors
Solve people's tax "issues" and help them lower their tax bills legally and strategically.
Small business owners and real estate investors
Tax Strategy
certified public accountant, cpa, accountant, tax accountant, public accounting, tax preparation, tax filing, tax returns โฆ
certified public accountant, cpa, accountant, tax accountant, public accounting, tax preparation, tax filing, tax returns, individual taxes, business taxes, corporate taxes, partnership taxes, s corporation taxes, llc taxes, sole proprietor taxes, federal taxes, state taxes, irs compliance, irs representation, tax audit support, audit representation, tax resolution, tax planning, tax strategy, tax minimization, tax savings, tax efficiency, estimated taxes, quarterly taxes, year end tax planning, business accounting, financial statements, profit and loss statements, balance sheet, cash flow statements, general ledger, bookkeeping oversight, accounting cleanup, financial reporting, small business accounting, startup accounting, entrepreneur accounting, contractor accounting, real estate accounting, real estate investors, cost segregation coordination, depreciation schedules, capital gains tax, 1031 exchange coordination, payroll accounting, payroll taxes, sales tax, franchise tax, tax compliance, business advisory, financial compliance, entity structure planning, llc formation guidance, s corp election, business structuring, profit optimization, financial record keeping, irs forms, 1099 filing, w2 filing, 1099 contractors, financial controls, internal accounting systems, quickbooks, quickbooks advisor, quickbooks cleanup, accounting systems, year end closing, financial due diligence, financial documentation, wealth preservation, high income earners, high net worth individuals, family businesses, professional services firms, construction accounting, medical practice accounting, legal practice accounting, business tax strategy
Travis is a member of North America's largest luxury BNI chapter โ 50+ members, over $6 million in closed business passed, and a $2.4M single referral record. Visit a meeting and see it for yourself.
Be Our Guest