Empowering Your Finances, Protecting Your Future

Tax preparation, bookkeeping, business formation, ITIN applications, and life insurance all in one trusted place.

Our Community Impact

0 Tax Returns Filed
0 Bookkeeping Clients
0 Businesses Formed
0 ITIN Applications
0 Insurance Plans

Save $30 on your first tax return

For new clients — ask us about the $30 discount when you file.

About Us

At Latino Legacy Group LLC, we empower individuals, families, and business owners with comprehensive financial solutions designed to create stability and long-term success.

From personal and commercial tax preparation to bookkeeping and business entity formation, we guide you with clarity and confidence at every step. Our services also include life insurance planning and ITIN applications.

We don’t just offer services — we build relationships and help protect what matters most: your future and your legacy.

Building Trust. Securing Legacies.

Services

Tax Preparation (Personal & Business)

Accurate and compliant tax preparation for individuals, self-employed professionals, and businesses.

Bookkeeping & Accounting

Ongoing financial record management, expense tracking, and reporting.

Business Formation & Advisory

LLC and corporation formation with compliance guidance.

ITIN Applications

Bilingual assistance with ITIN applications and renewals.

Life Insurance Planning

Protection-focused solutions to secure your family’s future.

Taxes & Life Insurance: A Tax Shield for Your Legacy

Life insurance can help protect your family and your wealth with important tax advantages.

  • Tax-Free Death Benefit: In most cases, beneficiaries receive the payout free from federal income tax.
  • Estate Protection: Provides liquidity to pay estate taxes without selling assets.
  • Tax-Deferred Growth: Cash value in permanent policies can grow without annual tax reporting.
  • Business Benefits: Key Person and buy-sell strategies can help minimize tax burdens and protect companies.

Testimonials

What clients value most about working with Latino Legacy Group LLC.

Frequently Asked Questions

Quick answers about taxes, ITIN, bookkeeping, and life insurance.

What should I bring for tax preparation?
Bring your ID, Social Security card or ITIN, W-2/1099s, last year’s return (if available), and any documents for deductions or credits.
Do you help with ITIN applications and renewals?
Yes. We provide bilingual support to help you prepare and submit ITIN applications and renewals with confidentiality.
Do you offer services for businesses?
Yes. We support bookkeeping, business tax preparation, and business formation (LLCs and corporations) with compliance guidance.
How does life insurance connect to taxes?
In many cases, the death benefit is income-tax-free for beneficiaries, and permanent policies may grow cash value tax-deferred—helping protect your legacy.
How do I contact you?
Use the contact form, call us at (405) 490-0139 or (405) 362-3305, or email latinolegacy@icloud.com.

Why Choose Latino Legacy Group?

  • Bilingual service
  • Trusted guidance
  • Personalized attention
  • Community-focused
  • All services in one place

Ready to get started?

Contact us today or schedule a call — we’re here to help.

Contact

Start building your legacy today.