Legacy Tax Group LLC

Income Tax Strategy for Long-Term Wealth

Tax consultant (show on map)

5.0

★★★★★

4 reviews

Denver-based tax planning firm providing proactive, long-term income tax strategy for business owners, real estate investors, and those with complex financial situations.

Call (303) 903-6786

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About

Legacy Tax Group LLC provides proactive, long-term income tax strategy for business owners, real estate investors, and short-term rental owners with complex financial situations. Based in Denver, they focus on decisions guided by tax impact before implementation, with multi-year planning approaches.

Over 20 years of tax and structural experience

JD and LLM in Taxation credentials

Proactive planning approach

Multi-year decision making

Strategy-first approach

Services

Income Tax Strategy & Planning

Evaluating income sources, entity structures, and timing decisions to reduce long-term tax exposure while maintaining flexibility.

Income Characterization Owner Compensation Strategy Entity Selection Restructuring Multi-Year Tax Planning

Advanced Retirement Planning Strategy

Advising on retirement plan design including cash balance and defined benefit plan feasibility, coordination with 401(k) and profit-sharing plans.

Cash Balance Plans Defined Benefit Plans 401(k) Coordination Long-Term Contribution Planning

Real Estate Tax Planning

Depreciation and cost recovery strategies, entity structuring for real estate activities, integration with overall income planning.

Depreciation Strategies Cost Recovery Entity Structuring Real Estate Integration

Business Owner Tax Strategy

Tax strategy for S-corps, partnerships, closely held businesses, professional service firms, and business owners with inconsistent or rising income.

Entity Structure Analysis Compensation Planning Retirement Plan Design Real Estate Integration

Credentials & Certifications

Juris Doctor (JD)

LLM in Taxation

Reviews

Rating

★★★★★

Reviews

"Mr. Akolt is highly recommended."

Frequently Asked Questions

What is proactive income tax planning? +

Proactive income tax planning focuses on decisions made before income is earned or transactions occur, rather than reacting after the fact.

Who benefits most from Legacy Tax Group's services? +

Business owners, professionals, and investors with complex income and asset structures who value proactive planning and long-term thinking. Typical clients earn approximately $150,000-$2,000,000+ annually.

How is this different from tax preparation? +

Tax preparation reports what already happened. Tax planning focuses on shaping future decisions to improve long-term after-tax outcomes through strategic, multi-year approaches.

Where is Legacy Tax Group located? +

Based in Denver, Colorado (Congress Park area), working with clients throughout the United States via Zoom.