Legacy Health Tax & Advisory
UEI: KVPBC3ZGDF65
• CAGE: 18JE5
Overview
Awardee Type
Parent
Federal Capability Statement
Legacy Health Tax & Advisory L.L.C. provides integrated tax preparation, planning, compliance, and year round advisory services for individuals, self employed professionals, and small businesses. We deliver healthcare revenue cycle support including medical billing, claims submission, denial management, reimbursement optimization, and documentation review. Our consulting services include financial literacy coaching, small business compliance guidance, administrative process improvement, and operational support for startups and solo providers. We also offer financial and healthcare training, workshops, and professional development programs. Our approach blends tax expertise, healthcare finance credentials, and educator driven communication to deliver clear, reliable, and client focused solutions.
SBA Special Equipment
Legacy Health Tax & Advisory L.L.C. uses secure, cloud based professional software including IRS authorized e filing systems, encrypted document exchange platforms, medical billing and revenue cycle management tools, financial analysis applications, and virtual training technology. These systems support accurate tax preparation, compliant healthcare billing workflows, data driven consulting, and high quality remote or in person training delivery.
Headquarters
Woodbridge, VA
United States
United States
Federal recipient
LEGACY HEALTH TAX & ADVISORY L.L.C
(UEI KVPBC3ZGDF65, CAGE 18JE5)
is headquartered in Woodbridge VA.
Its primary registered NAICS is 541213 Tax Preparation Services.
The corporation
was founded in December 2025 and
federally registered in
January 2026.
Federal Registration and Certifications
Legal Name
LEGACY HEALTH TAX & ADVISORY L.L.C
UEI
KVPBC3ZGDF65
CAGE Code
18JE5
Primary NAICS
SBA Certifications
None
Self Certifications
Black American Owned
Minority Owned Business
Self-Certified Small Disadvantaged Business
Minority Owned Business
Self-Certified Small Disadvantaged Business
Entity Structure
Corporate Entity (Not Tax Exempt)
Purpose of Registration
Federal Contracts and Assistance
Date Founded
Dec. 28, 2025
Initial Registration
Jan. 17, 2026
Last Registration
Feb. 2, 2026
Registration Activation
Jan. 30, 2026
Registration Expiration
Jan. 26, 2027
Fiscal Year End
December 31
Reported Entity Types
For Profit Organization
Limited Liability Company
Limited Liability Company
State of Incorporation
VA
Country of Incorporation
USA
Employees
<500
Reported NAICS
Reported PSC
Accepts Credit Cards
Yes