Business Details
Trusted Accounting Services for Employee Benefit Plans & Nonprofits
Legacy Professionals LLP is a niche-focused certified public accounting firm that balances a strong commitment to client success with decades of experience in serving employee benefit plans, labor organizations, not-for-profits, and commercial clients. Our team of 32 partners and principals, supported by over 185 professionals, works year-round to provide best practice guidance and advice tailored to each client's unique needs. We specialize in audit, accounting, tax, payroll compliance audits, and outsourced client accounting services, with a focus on delivering personalized solutions that align with our clients' strategic objectives. Our dedicated professionals become integral parts of our clients' teams, offering ongoing communication and extensive client care to ensure clarity and understanding of complex financial matters. With offices in Westchester, Illinois; Schererville, Indiana; and Edina, Minnesota, we serve clients nationwide, maintaining a reputation for thoroughness, expertise, and exceptional service.Our payroll compliance audit program, tailored for each client, addresses collective bargaining agreements and Taft-Hartley plans, while our tax professionals handle federal, state, and local filings with precision. The firm's legacy of excellence, rooted in its predecessor's founding principles, ensures adherence to the highest standards of quality and client satisfaction. We pride ourselves on proactive problem-solving, timely support, and a commitment to helping organizations navigate evolving regulatory landscapes. Client testimonials consistently highlight our professionalism, friendliness, and ability to simplify complex financial processes. As a trusted partner, we remain dedicated to innovation, continuous learning, and maintaining the trust our clients have placed in us for decades.
Services
Audit & Accounting
Tax Services
Payroll Compliance Audits
Client Accounting & Advisory Services
Additional Services
Highlights and features
- We have decades of experience serving employee benefit plans and labor organizations.
- Our team includes 32 partners and over 185 dedicated professionals.
- We provide year-round support with prompt answers and expert advice.
- Our payroll compliance audit program operates nationwide with local implementation.
- Client testimonials consistently highlight our thoroughness and exceptional service quality.
Associations and certifications
- CPA
What people say
Expertise
Personalized service
Thorough audits
Professional and proactive
Valuable team members
Services
Audit & Accounting
Our audit and accounting services range from bookkeeping and financial statement preparation to comprehensive audits. We help organizations achieve accountability while identifying opportunities to improve operations through practical, cost-effective compliance solutions. With experience serving hundreds of employee benefit plans and nonprofits, we provide year-round support to ensure accurate financial management.
Payroll Compliance Audits
We conduct tailored payroll compliance audits nationwide, focusing on collective bargaining agreements and Taft-Hartley plans. Our dedicated staff verifies employer contributions, ensures regulatory compliance, and provides evidential matter for financial statements. This service helps plan trustees maintain accurate participant data and avoid qualified opinions during audits while ensuring proper fund collections.
Tax Services
Our tax professionals handle federal, state, and local filings including Forms LM-2, LM-3, 990, and 5500. We offer strategic tax planning aligned with organizational goals and provide representation before government agencies. With expertise in employee benefits tax impact analysis and tax-exempt filings, we ensure compliance while optimizing tax positions for nonprofits and commercial clients.
Client Accounting & Advisory Services
We deliver customized accounting solutions using technology and expertise to improve financial reporting. Services include virtual or in-person bookkeeping, payroll processing, budget preparation, and internal control reviews. Our team supports day-to-day accounting functions while providing strategic advisory services, including software customization and staff training, to help organizations make informed financial decisions.
Additional Services
We offer agreed-upon procedures tailored to specific client needs, including regulatory compliance reviews and specialized financial reporting. Our professionals collaborate across departments to address unique challenges, providing quality control reviews and direct preparation services that ensure organizations meet evolving regulatory requirements while maintaining accurate financial records.
People
Julie Tucek
Marketing Director
Julie Tucek leads marketing initiatives and client communications at Legacy Professionals LLP, directing inquiries to appropriate specialists while managing the firm's outreach and branding efforts.
Kristin Schultz
Talent Coordinator
Kristin Schultz manages HR and recruiting operations, supporting talent acquisition and staff development programs that maintain the firm's high standards of professional expertise.
Jim Kemperas
Principal
Jim Kemperas specializes in payroll compliance audits, representing Legacy Professionals LLP in industry conferences and contributing expertise on audit best practices for employee benefit plans.
Terry Truesdale
Principal
Terry Truesdale contributes extensive experience in payroll compliance audit programs, working with national clients to ensure regulatory adherence and accurate contribution reporting.
John Kerulis
Principal
John Kerulis provides leadership in payroll compliance audit services, applying deep knowledge of collective bargaining agreements and Taft-Hartley plan requirements to client engagements.
Questions
What industries do you specialize in?
We focus on employee benefit plans, labor organizations, not-for-profits, and commercial clients across various sectors including healthcare, manufacturing, and professional services.
Do you offer nationwide services?
Yes, while we have offices in Illinois, Indiana, and Minnesota, we provide audit, tax, and compliance services to clients throughout the United States.
How do payroll compliance audits benefit organizations?
These audits ensure accurate employer contributions, verify participant data, help avoid audit issues, and serve as compliance notices to contributing employers.
What accounting software do you support?
Our team works with QuickBooks and other major accounting platforms, offering customization, staff training, and integration solutions tailored to client needs.
What sets your firm apart from others?
Our niche focus, decades of experience, and personalized approach create long-term partnerships built on trust, expertise, and exceptional client service.
