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Our Story

We are a dedicated financial services company specilaizng in wealth accumulation and tax advisory. We are based in Northeast Ohio, committed to helping businesses and individuals navigate their financial journey with confidence. Utilizing secure, cloud-based software, we provide seamless remote services while offering consultations for our business  and family clients.

We proudly serve clients across a wide range of industries, including restaurants, beauty salons, consulting firms, real estate brokerages, retail businesses, trading companies, and non-profit organizations. As a growing firm, we welcome the opportunity to support even more diverse businesses.

As small business owners ourselves, we understand the unique financial challenges entrepreneurs face. Our mission is to provide comprehensive accounting solutions and strategic tax consulting, allowing you to focus on what you do best—growing your business.

Let us be your trusted financial partner. Contact us today to see how we can help your business thrive!

Our Values

To become a trusted leader in the tax advisory market, recognized for excellence, innovation, and unparalleled client service

Meet Our Team

 

Mack 2024

A Cory McDaniel

CEO and Founder

Hi, I’m A Cory McDaniel— the founder of Legacy Wealth and Tax Advisory Services. With years of experience in wealth and tax advisory, I’m passionate about helping families and businesses secure financial freedom. I previously was an Registered Investment Advisor and a Registered Broker with a group managing millions of dollars of client investments. I have been a educator, teacher and middle and elementary school Principal. My last role as an CFO of a private school furthered my financial knowledge and expereince. My unique backgrounds allows me the opportunity to provide wealth and tax education and advisory services to our clients. 

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