Accounting Firm

Legacy Professionals

Niche certified public accounting firm serving employee benefit plans, unions, non-profits and commercial clients

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TrustList summary

Legacy Professionals LLP is a certified public accounting firm with a narrow specialism. It focuses on employee benefit plans, labor organisations and not-for-profits, and also takes commercial clients. It has offices in Chicago, Minnesota and Indiana.

What Legacy Professionals LLP does

Audit and accounting for employee benefit plans: its main niche.
Services for labor organisations: accounting support for unions.
Not-for-profit accounting: including guidance on governance, such as conflict-of-interest policies.
Client accounting and advisory services: ongoing advice through the year.
Tax updates: alerts and articles for individual taxpayers.

Who it serves

Employee benefit plans, labour organisations, not-for-profits, government entities and commercial clients.

Key facts

Based in: Chicago, Minnesota and Indiana, USA
Team: 32 partners and principals and over 185 professionals
Community: runs a memorial scholarship programme

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Legacy Professionals is ranked on 4 TrustList rankings: #13 on 1, #20 on 1 and #25 on 2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Legacy Professionals has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 4 rankings

#13of 10
Chicago
It is the only one of the 10 here listing client portal and one of 3 here listing partners.
Its profile: “It has offices in Chicago, Minnesota and Indiana.”
Of the 10 here, 11 also cover tax and 10 also cover accounting; 2 also work in Michigan and 2 also work in Lincoln.
Behind Dauby O'Connor & Zaleski, ahead of Bradford Allen Realty Services.
#20of 16
Indiana
It is one of 2 here listing business services and financial services.
Its profile: “It has offices in Chicago, Minnesota and Indiana.”
Of the 16 here, 6 also cover partners and 5 also cover legal; 5 also work in Washington and 4 also work in Illinois.
Behind CPA Financial Advisors Inc, ahead of A L Smith Professional Corp.
#25of 26
Illinois
It is one of 4 here listing government and legal.
Of the 26 here, 7 also cover medical and 6 also cover insurance; 4 also work in Indiana and 2 also work in New York.
Behind LA Swan Consulting, ahead of A3M Partners.
#25of 12
Minnesota
It is one of 30 here listing accounting and one of 32 here listing tax.
Its profile: “It has offices in Chicago, Minnesota and Indiana.”
Of the 12 here, 6 also cover reporting and 4 also cover learning; 5 also work in Minneapolis and 3 also work in Wisconsin.
Behind GurramTax, ahead of Accounting Resource Group.