Today we’d like to introduce you to Diana Gonzalez.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
Legacy Tax & Bookkeeping LLC was born from a vision I had in 2023.
At first, I planned for the business to be a fully virtual firm under the name Elite Financial Solutions LLC.
However, as I reflected on my true purpose, I realized that the name Legacy better represented the mission—helping individuals and businesses create, preserve, and pass on something lasting.
That’s how Legacy Tax & Bookkeeping came to life.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
It hasn’t always been a smooth road. Starting Legacy Tax & Bookkeeping LLC meant stepping out in faith and navigating the uncertainties that come with building a business from the ground up.
Some of the challenges included balancing work with family responsibilities, learning the ins and outs of running a fully virtual firm, and earning trust as a new brand.
There were moments of doubt, but each obstacle pushed me to grow stronger, stay focused on my vision, and lean on God’s guidance.
Every challenge has been a stepping stone toward building a firm that truly serves others.
Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
At Legacy Tax & Bookkeeping LLC, we specialize in both individual and business tax return preparation.
Beyond tax season, we support business owners year-round with quarterly tax filings, bookkeeping, payroll, business formation assistance, and even notary services.
What truly sets us apart is our commitment to convenience and accessibility. We are a fully virtual, cloud-based firm—meaning clients can take care of their financial needs from the comfort of their home or office without the hassle of driving to an appointment. This model allows us to provide efficient, secure, and flexible services tailored to modern-day needs.
We’re most proud of building a brand that represents trust, professionalism, and legacy. Our goal is not just to file paperwork, but to help individuals and businesses establish strong financial foundations that last for generations.
When people think of Legacy, we want them to think of reliability, personalized service, and the peace of mind that comes from knowing their finances are in good hands.
What sort of changes are you expecting over the next 5-10 years?
Over the next 5–10 years, I believe the tax and bookkeeping industry will continue shifting toward virtual and cloud-based services, making financial management more accessible and efficient for everyone. But beyond technology, I see an opportunity to inspire others to take control of their future.
My vision is to help aspiring entrepreneurs become their own boss by opening their own Legacy Tax & Bookkeeping offices. Through a franchise model, Legacy can expand nationwide—offering not just tax and bookkeeping services, but also opportunities for growth, independence, and generational impact. Legacy is about more than finances—it’s about building something lasting.
Pricing:
- Prices vary however, we do have competitive prices
Contact Info:
- Website: https://mylegacysolutions.org
- Instagram: https://www.instagram.com/legacytax.bookkeeping
- Facebook: https://www.facebook.com/share/1EktLzvWWd/
- Yelp: https://m.yelp.com/biz/legacy-tax-and-bookkeeping-cypress-2
Image Credits
Kent Lim @kentlim3533
Yuritza Garcia @yyuritzaaa
