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Protecting Your Profits. Preserving Your Legacy.

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Helping manufacturers, service providers, and small businesses save thousands through tax strategy, compliance, and cost recovery.

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Our Core Services

Profit & Tax Strategy

For small business owners and service providers ready to maximize profit and simplify tax season.

CFO & Beyond (Ongoing)

  • Monthly bookkeeping (QuickBooks or Wave)
  • State & federal tax filings
  • Annual budget planning
  • 2–3 custom financial dashboards
  • 2–4 annual strategy meetings (in-person or virtual)

Tax Triage (One-Time or Short-Term)

  • Tax recovery for unfiled years
  • Penalty abatement requests
  • IRS & state payment plan negotiation
  • Compliance restoration for all filings

Annual Tax Filing

  • Federal and state filing
  • Credit & deduction optimization
  • Year-end summary report

Compliance & Sustainability

For manufacturers and suppliers facing new regulatory requirements or grant reporting obligations.

Sustainability Reporting (Scopes 1–3)

  • Data gathering from internal operations and suppliers
  • Emissions and ESG compliance tracking
  • Full CA SB or EU CSRD-ready report

Compliance Audit

  • Gap analysis for regulations, vendor requirements, and grants
  • Documentation review & readiness plan
  • Actionable compliance roadmap

Audits & Cost Recovery

For any business looking to stop profit leaks and recover hidden cash.

Operational Audits (Non-CPA)

  • Internal process review
  • Inventory & cost structure audit
  • Fraud & waste risk assessment

Cost Recovery Audit

  • Energy credit & rebate review
  • Vendor contract renegotiations
  • Overpayment & duplicate expense recovery

Tax Return Health Questionnaire

Business Health Report Card

Client Success Stories

"We recovered over $25,000 in tax credits thanks to Best Legacy Financials." – Mfg Client
"Their compliance audit saved us from potential $50k in penalties." – Supplier Client
"Professional, responsive, and results-driven. Highly recommend." – Service Business Owner

Let's Build Your Financial Legacy

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