Let Us Be Your Tax Professionals.
About Legacy Financial Services
Legacy Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability, independence, and security.
Our company is based on the principle that education and understanding of your current financial situation are vital to successfully make prudent decisions concerning your future financial condition.
Extensive Experience. Noteworthy Performance.
Meet The Team
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.
President & CEO
Jay is the president and CEO of Legacy Financial Services. He has been active in the accounting field since 1989 when he joined his father’s tax accounting practice. After joining the company, Jay became instrumental in growing the business. With decades of experience in corporate and personal tax return preparation and as an Enrolled Agent, he can provide representation in all IRS matters. Through sensible financial advice and solid client-advisor relationships, Jay has been able to establish a highly reputed tax and financial consulting firm.
Bryn joined the firm in 2015 with an extensive background in executive administration. During her tenure, she has taken on a variety of corporate responsibilities. As a result of her dedication to the advancement of the company, Bryn was promoted to Chief Operating Officer where she continues to use creative vision and excellent insight into company management to enhance operations of the firm.
Edward joined our team in 2014, aiding small business owners with their accounting needs. Edward holds a Bachelor of Business Administration / Accounting and Management Information Systems degree from AI Cuza University. He is fluent in English and Romanian and has extensive experience in personal and corporate tax returns. In addition, as head of the bookkeeping department, he oversees the accounting of our corporate clients. His expertise in payroll tax preparation and compliance, account reconciliations, and sales tax preparation makes him an integral part of our team.
Nicki has been a dedicated member of our team since 2002. Nicki has grown from front-line office support to one of the essential elements of our staff. Since 2005 she has been one of our dedicated tax return preparers specializing in individual, corporate and partnership tax returns.
Carl has been with the firm since 2017 and has an extensive background in tax preparation. Carl holds a bachelor’s degree in Professional Accountancy from Pennsylvania State University. He has been in accounting and finance since 2000. His previous experience as a public accounting auditor combined with his knowledge of personal income tax which he gained from owning a tax franchise business have provided him with a truly diverse accounting background. He is one of our dedicated tax return preparers specializing in individual, corporate and partnership tax returns. Carl’s goal is to obtain his Enrolled Agent designation. The EA status is the highest credential awarded by the IRS.
Sici joined the firm in 2014. Her roles have included administration and marketing. As the firm’s Marketing Director, Sici works diligently in providing direction and guidance in all aspects of marketing.
Christine has been in our bookkeeping department since 2021. She joined the firm with an extensive background as an accounting assistant in various industries which has proven to be an asset to our varied corporate clients for whom she prepares monthly financials. In addition, she prepares payroll and sales tax returns, and continues to grow and expand her knowledge.
Front Office Administrator
Lorena “Laurie” joined our team in 2022. Lorena holds a BA degree in Cellular Neuroscience from Florida Atlantic University. She is fluent in English and Spanish and provides outstanding customer service in her role as Front Office Administrator.
Oliver began his career in 2020 as the Chief Emotional Support Officer. Although he mainly works remotely, he does come into the office for corporate and morale boosting events. He is responsible for providing a stress-free environment and ensures that no paperclip, rubber band, staple or any other item is left on the floor. His hobbies include barking at other dogs, golf cart rides and enjoying snack time.
What Others are Saying
It’s always a pleasurable experience to visit or call. Everybody in the office is fantastic, polite and professional. The entire team at Legacy Financial services is the best! Thank you.
Always a pleasure to work with Jay Fischer at Legacy Financial. They are knowledgeable and accurately efficient at getting our taxes done yearly.
I always have the best experience. Great service, very professional. I have been with Legal Financial Services for years and always received the best and friendly services.
I’m pleased with the taxes services, especially with Herman Viglione how is always available to answer my questions and help solve my tax problems.
Preserve Your Legacy
Ensuring a secure financial future starts with having the right tax professionals by your side.
Only takes a few seconds!