Business Details
Your Trusted Philadelphia Accounting & Tax Advisory Firm
At L G Legacy Group, we are a full-service Certified Public Accounting firm licensed in Pennsylvania, dedicated to providing personalized and sophisticated tax and accounting solutions. Our team of CPAs, Enrolled Agents, and Certified QuickBooks Pro Advisors brings decades of combined experience working with business owners, real estate entrepreneurs, and high-net-worth individuals. We prioritize client needs, offering tailored services in private business advisory, real estate tax compliance, employee benefit plans, and business valuation.Our approach combines hands-on expertise with strategic planning to minimize tax risks and optimize financial outcomes. With a focus on building long-term relationships, we serve as trusted advisors to clients navigating complex transactions, mergers and acquisitions, and estate planning. Our professionals frequently contribute insights on tax strategies, including MACRS vs. ADS decision-making for real estate. We are committed to professional excellence, community engagement, and fostering a culture where both clients and employees thrive.
Services
Business Accounting
Tax Compliance
Real Estate Advisory
Estate Planning
Business Valuation
Mergers & Acquisitions
Employee Benefit Plans
QuickBooks Consulting
Trust Services
Retirement Plans
Highlights and features
- We have over 25 years of experience in real estate tax planning and compliance.
- Our team includes CPAs, Enrolled Agents, and Certified QuickBooks Pro Advisors.
- We provide personalized service directly from experienced local professionals.
- We prioritize proactive community engagement and employee development.
- We specialize in complex tax strategies for mergers, acquisitions, and estate planning.
Services
Business Accounting
L G Legacy Group provides comprehensive business accounting services tailored to startups, family-owned enterprises, and growing consulting firms. Our team delivers hands-on support for tax planning, cash flow management, and compliance. We help businesses minimize tax risks while offering strategic financial advice to align with industry-specific needs.
Real Estate Advisory
Our real estate advisory services focus on tax compliance and strategic planning for developers, property managers, and investors. We address complex issues like passive activity losses, debt structuring, and like-kind exchanges. With deep expertise in real estate taxation, we help clients optimize financial outcomes for office buildings, hotels, and commercial properties.
Employee Benefit Plans
L G Legacy Group specializes in tax compliance and planning for qualified retirement plans, executive deferred compensation, and equity-based incentives. Our services include Form 5500 preparation, 409A compliance, and tax modeling for stock options. We provide tailored solutions for businesses managing pension plans and welfare benefits.
Business Valuation
We offer expert business valuation services for estate planning, mergers and acquisitions, and financial reporting. Our professionals provide accurate assessments for buy/sell agreements, employee stock ownership plans, and intangible assets. With years of experience, we deliver reliable valuations that support strategic decision-making for business owners.
Mergers & Acquisitions
Our M&A services support businesses in buy-side and sell-side transactions with tax modeling, cash flow projections, and state tax analysis. L G Legacy Group assists in restructuring, spin-offs, and tax-efficient business combinations. We bring expertise in navigating complex deals, ensuring compliance while maximizing financial returns for clients.
People
Linda Guendelsberger
Founder
Linda has over 25 years of tax and consulting experience with real estate firms and high-net-worth individuals. She founded L G Legacy Group after leading tax departments at Fishbein & Company and WeiserMazars, and received the 2016 SmartCEO Brava Award.
Brian O'Sullivan
Partner
Brian specializes in tax planning for high-net-worth individuals and business valuations. He serves as an adjunct tax professor at Temple University and has expertise in mergers & acquisitions, estate planning, and litigation-related valuations.
Christine Meller
Partner
Christine focuses on tax compliance and planning for real estate investors and high-net-worth families. She provides strategic solutions for acquisitions, dispositions, and complex tax matters while maintaining a commitment to client relationships.
Alex Shelow
Partner
Alex has over a decade of tax experience, including roles at Friedman LLP and founding his own real estate firm. He specializes in cost segregation, foreign tax compliance, and strategic consulting for real estate and e-commerce clients.
Ira Letofsky
Senior Tax Manager
Ira provides expert tax compliance and advisory services, focusing on corporate and individual tax strategies. He combines technical expertise with practical solutions to address complex tax challenges for business owners and investors.
Questions
What services does LG Legacy Group offer?
We specialize in business accounting, tax advisory, real estate tax planning, employee benefit plans, business valuations, and M&A consulting for businesses and high-net-worth individuals.
Do you work with real estate businesses?
Yes, we provide tax compliance and advisory services tailored to real estate developers, property managers, and investors, including passive activity loss strategies and debt structuring.
Are your professionals certified?
Our team includes CPAs, Enrolled Agents, Certified QuickBooks Pro Advisors, and specialists with decades of experience in accounting and tax planning.
Can you assist with business valuations?
Yes, we offer business valuation services for estate planning, mergers, buy/sell agreements, and financial reporting, using proven methodologies to deliver accurate assessments.
Do you handle complex tax matters?
Yes, we specialize in complex tax compliance, including foreign tax issues, equity-based compensation, and state-specific regulations for businesses and individuals.
