Business Details
Expert Accounting & Audit Services Nationwide
At Legacy Professionals, we are a dedicated team of certified public accountants specializing in serving employee benefit plans, labor organizations, not-for-profits, and commercial clients. Our firm was built on decades of experience and a commitment to delivering high-quality audit, accounting, tax, and advisory services. We pride ourselves on fostering long-term relationships with our clients through personalized service and a deep understanding of their unique needs. Our professionals work year-round to provide actionable insights, ensuring clients meet compliance requirements while optimizing operational efficiency.With offices in Illinois, Indiana, and Minnesota, we serve organizations nationwide, combining local expertise with a national perspective. Our team includes 32 partners and over 185 professionals, all focused on advancing our clients' success through proactive guidance and industry-leading expertise. We emphasize transparency, reliability, and continuous communication, ensuring clients receive tailored solutions that align with their strategic goals. Our legacy of excellence, rooted in the traditions of our founding partners, drives our ongoing commitment to innovation and client satisfaction.
Services
Audit & Accounting
Tax Compliance
Payroll Compliance Audits
Client Accounting Services
Regulatory Compliance
Tax Preparation
Bookkeeping
Financial Reporting
Consulting
Outsourced Accounting
Highlights and features
- We offer decades of specialized experience in accounting for employee benefit plans and labor organizations.
- Our nationwide team provides tailored compliance solutions for complex regulatory environments.
- We integrate audit, tax, and advisory services to deliver comprehensive client support.
- Our professionals maintain continuous education to stay ahead of evolving industry standards.
- We prioritize proactive communication to ensure clients understand financial obligations and opportunities.
What people say
Professional, friendly, smart, proactive
Supported team member
Highly recommend
Services
Audit & Accounting
Legacy Professionals delivers comprehensive audit and accounting services tailored to employee benefit plans, labor organizations, and nonprofits. Our team conducts detailed financial statement reviews and compliance checks, ensuring adherence to ERISA and IRS requirements. With over 185 professionals, we provide year-round support to enhance operational efficiency and regulatory compliance.
Tax Compliance
We specialize in tax compliance for complex organizations, preparing required filings such as Forms 5500, 990, and LM-2. Our experts ensure accurate and timely submissions while providing strategic planning to minimize liabilities and leverage exemptions under federal and state regulations.
Payroll Compliance Audits
Our payroll compliance audit program ensures employers meet collective bargaining agreement obligations. By analyzing contribution records and participant data, we help trustees verify proper funding and avoid audit deficiencies, supporting Taft-Hartley plan integrity nationwide.
Client Accounting Services
We provide flexible outsourced accounting solutions, including bookkeeping, financial reporting, and software customization. Our CAAS team leverages technology and expertise to streamline operations, offering scalable support for nonprofits, associations, and private foundations.
Regulatory Compliance
Legacy supports clients in navigating federal and state regulatory landscapes, including DOL and IRS interactions. Our professionals assist with policy development, internal controls, and legislative updates to maintain compliance and mitigate risks for union-affiliated and nonprofit entities.
People
Timothy F. Cibulka
Managing Partner
Timothy Cibulka leads Legacy Professionals with over 30 years of experience in public accounting, specializing in audit and compliance for employee benefit plans and labor organizations.
Julie S. Tucek
Marketing Director
Julie Tucek oversees client relations and marketing initiatives, connecting organizations with tailored accounting solutions and fostering community engagement through Legacys scholarship programs.
James Kemperas
Principal
James Kemperas specializes in payroll compliance audits, contributing expertise in ERISA regulations and multiemployer plan audits to help clients maintain financial accountability.
Eric C. Baertsch
Partner
Eric Baertsch focuses on audit and tax services for nonprofit organizations, bringing 25+ years of experience in ensuring compliance with complex reporting standards.
Timothy D. Lakis
Partner
Timothy Lakis serves as a partner in Legacys Westchester office, providing audit and advisory services to labor organizations while mentoring emerging accounting professionals.
Questions
What industries do Legacy Professionals specialize in?
We focus on employee benefit plans, labor organizations, not-for-profits, and commercial clients nationwide.
Do you offer outsourced accounting services?
Yes, our CAAS team provides flexible bookkeeping, reporting, and advisory services for nonprofits and associations.
How do payroll compliance audits benefit organizations?
These audits ensure proper employer contributions, accurate participant data, and compliance with ERISA requirements.
What accreditations does Legacy hold?
As a CPA firm, we adhere to AICPA standards and maintain continuous education for all staff.
How can I apply for a job at Legacy?
Visit our careers page to explore opportunities in audit, tax, and compliance roles across three offices.
