P&G Regssitered clients - Please login here using our online portal. Thank you for choosing P&G Legacy

About Us

Introduction

P&G Legacy is a business built on the values of honesty, loyalty, and entrepreneurship. Our core objective is to use these values to empower people. Every client receives our complete attention, knowledge, and guidance. We promise to take each individual and lead him or her to become their most financially responsible and successful self. Please join us on our journey.

The founders of P&G Legacy have a combination of Big 4 accounting experience, CPA, and IRS Tax Preparation Certified.

 

Our Team

Luis Glean II | Director

luis.glean@pglegacy.com


Luis Glean obtained both his Bachelor’s and Master’s in Accountancy. He is a registered CPA and has both industry and Big 4 accounting experience.

Davis Pugh | Director

Davis.Pugh@pglegacy.com


Davis Pugh is a native of Durham, North Carolina. He is an IRS Certified Tax Preparer. Davis has gained experience of tax preparation through working for a major tax preparation company based in Orlando, FL.

What we offer?

Individual Tax Preparation

Many try to save money by preparing their own tax returns. In the long run, this ends up costing many Americans since the average American isn’t familiar with everything that they can use to decrease their taxable income. Here, at P&G Legacy we pride ourselves in staying up to date on the latest tax laws. Anyone who handles your taxes will be either a CPA or an IRS Certified Tax Preparer. We require one of the two certifications from our workers because we pride ourselves in representing our clients honestly and faithfully all while getting our clients their maximum return.

Business Tax Preparation

We prepare business taxes for all forms of businesses including Sole Proprietors, Partnerships, Limited Liability Companies (LLC), and corporations.

Bookkeeping and Accounting Services

• Accounting Services for Individuals & Small Businesses • Bookkeeping Services • Budgeting • Tax Planning and Preparation • Businesses Consulting • QuickBooks Setup and Support

Bookkeeping and Accounting Services for businesses allows owners of these businesses to focus on their employees and customers all while having the necessary information that promotes strategic growth. We will take time to understand the operations of the business and organize the books in a way that is easy for the users of the financial statements to read and understand.

Want to focus more on running your actual company?

Hand your payroll services over to us and we will take care of your employees like they are one of ours. If your company is interested in outsourcing payroll, please schedule a meeting with us so that we can tailor our service to your company needs.

For those who have financial goals and need assistance, we are here to help. We will tailor a specialized plan that will work well with your lifestyle all while reaching your financial goals.

Who we Are?

  • Our Mission

    It is P&G’s mission to share our knowledge and capabilities with our clients to help them better their financial situation all while making each client feel like they are our only client.
  • Our Vision

    It is our vision at P&G Legacy that we will become a leading accounting firm in the Southeastern region amongst small businesses and a leader for tax preparation.
  • Our Strategy

    Here at P&G Legacy we pride ourselves in being for the people. We will provide our clients with superior personalized service tailored to each individual’s needs.

Accounting

Our accounting services will include us establishing controls throughout the company to deter theft or fraud throughout the company and finding ways for the company to operate more efficiently from a financial perspective in addition to our bookkeeping service.

P&G

Payroll Services

Want to focus more on running your actual company? Hand your payroll services over to us and we will take care of your employees like they are one of ours.

P&G
P&G
Plan

Income Taxes

The firm will handle all aspects of Income Taxes related services. These services range from income tax compilation services, income tax return preparation services, basic Income Taxes services, standard Income Taxes services, and full-service Income Taxes services.

P&G

Book Keeping

Here at P&G Legacy we offer full service bookkeeping and accounting with the ability to tailor our services to your needs. You will see that our bookkeeping practice has the potential to result in your company in becoming more time effective, more profitable, and can even reduce your tax liability

P&G