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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
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
SBA Certifications
None
Self Certifications
Black American Owned
Minority Owned Business
Self-Certified Small Disadvantaged Business
Entity Structure
Corporate Entity (Not Tax Exempt)

People

Vendor contacts at Legacy Health Tax & Advisory

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