Legacy Planning Solutions, P.C. — CPA Firm in Chesapeake, Virginia
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Legacy Planning Solutions, P.C.
CPA Firm
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Est. 2003
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1 CPA
Specialties
Financial Planning
Wealth Management: Private wealth management and financial planning for private practice dentists, held to a f...
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Tax Preparation
Tax Compliance: Tax return preparation for all fifty states, with interviews in person, by mail or by email.
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Retirement Planning
Retirement and College Planning
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Bookkeeping
Accounting and Bookkeeping
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Business Consulting & Advisory
Strategic planning, feasibility studies, information systems evaluation, outsourcing evaluations, estate plann...
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Industry Expertise
Private Practice Dentistry
Clients Served
Individuals
Small Businesses
Private Practice Dentists
Private Practice Owners
Memberships & Affiliations
American Institute of CPAs
Certified Financial Planner Board of Standards
Our Team
Locations
About Legacy Planning Solutions, P.C.
Legacy Planning Solutions, P.C. is a fee-only Chesapeake, Virginia firm founded in 2003 as Legacy Planning Group by Antonio Morrison, a CPA and CFP. It combines tax compliance, business advisory and private wealth management for private practice dentists and other owners, and prepares returns for all fifty states with interviews in person, by mail or by email.
Frequently Asked Questions
The office is at 732 Eden Way North #188 Suite E in Chesapeake, Virginia; call (757) 689-7553.
Yes. The firm describes itself as fee-only and follows the CFP Board fiduciary standard.
It focuses on private practice owners, especially private practice dentists.
They can be done in person, by mail or by email, whichever is most convenient.
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