About JMC Legacy Group
JMC Legacy Group offers extensive financial services that focus on educating you as a client so you can become fully independent. You will get all the necessary tools to implement in your business strategies in day-to-day practice. We work together to enable you to understand how to enhance your investing habits, accountability, spending patterns and restructuring, and get all essential tax knowledge you might need.
Our life goal, mission, and main vision is to prepare our clients for real and successful business life, and all their future business ventures. By using the philosophy of complete transparency, we include clients in the work processes, and we consider our clients and JMC Legacy Group experts as one team. Expect a realistic and to-the-point analysis and financial strategies that follow. The best thing for our clients is to truly understand how to enhance their operations and become more efficient. By having your finances under control, your focus can be placed on other important things, your employees, added benefits, and business development. Teamed up with partners with extensive credit knowledge, we make sure our operations are always up to date with the newest laws and regulations, software, and technologies.
We strive to give you the highest quality of service possible.
Some of our main services are:
Financial planning, Accounting, Retirement Planning, Corporate Formation, Individual Tax Preparation, Corporation Tax Preparation, Bookkeeper Services, Investing, Quickbooks Support and ProAdvisors are all at your disposal and ready for you to use.
We offer FREE audits that banks charge heavily for with no premium.
Our Services
Financial Planning
We can help you build a future of financial independence by addressing your financial concerns such as Retirement Planning and Investment Management. Learn More
Accounting
JMC Legacy Group offers a complete range of bookkeeping and accounting services tailored to meet the specific accounting and bookkeeping requirements of each business we serve. Learn More
Tax Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business. Learn More
Corporate Formation
Every day businesses from all over the nation choose JMC Legacy Group to form their business. We will take care of your incorporation, document filing, and all of your needs. Learn More
We’ll Bring Comprehensive Planning to You
No Matter Where You Are
Diverse Approach
Regardless of your needs, our team will always find the best solutions for you.
Professional Team
JMC Legacy Group only works with vetted financial professionals. Your peace of mind is also ours.
Expert Advice
We will never give you a piece of advice that we wouldn't do ourselves. We are here for you.
Comprehensive Planning
We will always give you a easy to understand plan to help you reach your goals.
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Testimonials
What Our Clients Are Saying
Great company and very responsive to your concerns! Kinndy was simply a generous referral for a small task but she became much more of a help down the road. Don't just ask for Tax prep or your insurance needs, ask "What are alllllll the services you offer" lol. She's a woman of many hats! I spoke with her reps when I called on multiple occasions and they were all helpful and swift! JMC Legacy Group on the rise! PS. Did I mention I'm in ANOTHER STATE and they are still helping. Just pick up the phone and call and ask for Kinndy, she's super KIND! Blessings!!!
Very professional no hidden fees. Kindy walks you through every step of the way. She makes you feel like a friend. And not just another dollar sign. Will be using her every year. Thank you for the awesome experience.
JMC worked to fix my husband's credit. They were professional and knowledgeable. We were able to qualify for our first home after their assistance. I highly recommend them!
I work with JMC Legacy group as a business to business and all I have to say the owner Kinndy Rodriguez is extremely knowledgeable and is very passionate and what she does to help consumers nation wide in the USA and businesses. I highly recommend this company to all consumers that are looking for help with their finances and also businesses that are also looking for A multi service financial company to help with organizing their business structure and finances.
Kinndy & Evelyne are amazing, honest, professional, knowledgeable and literally just a call away. I've seen a nice boost in me and my partner's credit scores since starting with JMC & we will continue to see results. Thanks to you ladies we will soon be home owners. We highly recommend, best experience by far!!!
OMG! THEY ARE AMAZING!!! There's no amount of stars I can give to express my gratitude. Kinndy treated me with kindness & patience and knows her stuff. Answered every question, when I had to make calls, they were there to assist. They stay updated with all information and changing requirements for things. Very transparent which is always comforting. It's stressful enough dealing with these situations, beyond grateful I had Kinndy & Evelyne on my side!! Thank you!!! #JMCLEGACYGROUP
