Insights

Personalized Client Service Legacy Tax & Accounting emphasizes its commitment to personalized support and building strong client relationships, presenting opportunities to offer tailored financial solutions and technology integrations that enhance client engagement and retention.

Technological Investments With a robust tech stack including Amazon Web Services, Google Analytics, and Microsoft 365, the company values advanced technology, indicating potential for cross-selling cloud-based accounting, data analytics, or cybersecurity solutions to improve operational efficiency.

National Client Base Serving clients across the United States suggests opportunities to develop scalable, remote service offerings such as automation tools, online tax preparation platforms, or virtual consulting services to support their expanding geographic reach.

Growth Potential Revenues between 1 million and 10 million and a dedicated focus on professional development point to a company in growth mode, ideal for upselling innovative financial planning software, practice management systems, or succession planning tools as they scale.

Competitive Landscape Operating within a highly competitive industry alongside giants like Deloitte and KPMG presents opportunities to position specialized, cost-effective services or niche financial products that differentiate Legacy Tax & Accounting from larger firms.

Legacy Tax & Accounting, LLC Tech Stack

Legacy Tax & Accounting, LLC uses 8 technology products and services including Matomo, Amazon Web Services, jsDelivr, and more. Explore Legacy Tax & Accounting, LLC's tech stack below.

  • Matomo
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Caddy
    Web Servers

Media & News

Legacy Tax & Accounting, LLC's Email Address Formats

Legacy Tax & Accounting, LLC uses at least 2 format(s):
Legacy Tax & Accounting, LLC Email FormatsExamplePercentage
First@clkcpa.comJohn@clkcpa.com
83%
Last@clkcpa.comDoe@clkcpa.com
8%
FL@clkcpa.comJD@clkcpa.com
5%
Last_First@clkcpa.comDoe_John@clkcpa.com
4%

Frequently Asked Questions

Where is Legacy Tax & Accounting, LLC's headquarters located?

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Legacy Tax & Accounting, LLC's main headquarters is located at 10 Brook Street Suite 235 Asheville, North Carolina 28803 United States. The company has employees across 1 continents, including North America.

What is Legacy Tax & Accounting, LLC's phone number?

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You can contact Legacy Tax & Accounting, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Tax & Accounting, LLC's official website and social media links?

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Legacy Tax & Accounting, LLC's official website is yourlegacytaxteam.com and has social profiles on LinkedIn.

What is Legacy Tax & Accounting, LLC's SIC code NAICS code?

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Legacy Tax & Accounting, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Legacy Tax & Accounting, LLC have currently?

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As of February 2026, Legacy Tax & Accounting, LLC has approximately 14 employees across 1 continents, including North America. Key team members include Payroll Manager: C. M.Cpa And Financial Advisor: C. K.Accountant: S. K.. Explore Legacy Tax & Accounting, LLC's employee directory with LeadIQ.

What industry does Legacy Tax & Accounting, LLC belong to?

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Legacy Tax & Accounting, LLC operates in the Accounting industry.

What technology does Legacy Tax & Accounting, LLC use?

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Legacy Tax & Accounting, LLC's tech stack includes MatomoAmazon Web ServicesjsDelivrMicrosoft 365Google Tag ManagerBootstrapGoogle AnalyticsCaddy.

What is Legacy Tax & Accounting, LLC's email format?

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Legacy Tax & Accounting, LLC's email format typically follows the pattern of First@clkcpa.com. Find more Legacy Tax & Accounting, LLC email formats with LeadIQ.

When was Legacy Tax & Accounting, LLC founded?

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Legacy Tax & Accounting, LLC was founded in 2022.

Legacy Tax & Accounting, LLC

AccountingNorth Carolina, United States11-50 Employees

Legacy Tax & Accounting, LLC formerly CAROL L. KING & ASSOCIATES, P.A. was founded in 1991 to provide tools and personalized support to help our clients make smart tax decisions, year-round. We provide tax, accounting, bookkeeping, strategic, succession and tax planning services for businesses and individuals in the Asheville area and surrounding counties, as well as a wide variety of clients all over the United States.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. 

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.  www.finra.org www.sipc.org 
Investment advisory services offered through Avantax Advisory Services℠.
Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Section iconCompany Overview

Headquarters
10 Brook Street Suite 235 Asheville, North Carolina 28803 United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2022
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Legacy Tax & Accounting, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Legacy Tax & Accounting, LLC's revenue is estimated to be in the range of $1M$10M

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