Legacy Financial Guru is a minority owned business established in 2019 serving Charlotte NC and all surrounding areas. Our firm specializes in tax preparation, Credit Repair, budgeting, and financial education. Our innovative virtual process offers ease and simplicity to clients of all ages across the United States. LFG has been providing virtual services since the beginning of our firm. We use secure client portals to safely exchange financial information and communicate with our clients all while providing excellent service. This allows LFG to save you time, money, and resources. ​With the given circumstances due to Covid-19 being able to connect virtually with your tax preparers is essential.

​

       The owners Briana and Cordaryl Crawford created LFG to break away from the corporate world stressors. While growing LFG we began to realize how much many do not know about finances let alone taxes. We noticed the lack of knowledge on topics such as why we pay taxes, law changes, and even the process of paying tax prep fees through their refund. This ignited a desire to provide tax knowledge to our community to help create financial stability within families. Legacy Financial Guru understands the importance of finances and how hard it is to stay on track, we want to share what we know with you.

 

       LFG's mission is to invoke change in the tax industry to help our clients avoid the many pitfalls that comes with the lack of financial education. We take pride in knowing our company's foundation is built on integrity, accountability, and passion. LFG brings extensive knowledge, experience and professionalism to every client with customized plans to support your individual needs.

​

       When choosing to work with Legacy Financial Guru, you are choosing professionals who are dedicated to producing your maximum refund, helping you establish/maintain healthy a credit score as well as a financial budget for your family. With Legacy Financial Guru you are not just a number you are family to us. We care about you; we take our time in not only preparing your taxes but building relationships. Whether you’re an employee, musician, or small business, we are here to help you start and sustain your family's legacy. 

 

 

When you invest in us, we can invest in you.