Linda has been a tax consultant for over 25 years of which seven were spent working as the tax specialist at a CPA firm.  Having earned her Enrolled Agent certification 22 years ago, she brings a solid background and wealth of knowledge with her to serve the needs of her clients.  Prior to becoming a partner at Legacy Tax, Linda had worked the previous eight years at Buelow Tax Service.  Linda is also a member of The National Association of Tax Professionals

A native of Massachusetts, Linda moved to Florida from Mexico in 1999 with her husband, John, who she has been happily married to for 34 years.  They have two children and two grandchildren and in her free time, she enjoys playing golf and boating.

Contact Linda
linda@legacytax.biz

Kevin is originally a Wisconsin native.  He attended the University of Wisconsin – Madison and earned a Bachelor of Science degree in Physics.  After graduating he owned and managed a 220 acre certified organic farm and 20,000 sq. ft. greenhouse for thirteen years.  Tomatoes were his specialty and passion, but then he has always been passionate and a perfectionist about everything he has done.

After moving to Florida in 2002, Kevin worked as an independent insurance agent and then as a convenience store manager for one of the largest privately owned companies in the US.  An experience that gave him insight into how large corporations function financially.  He then landed at Buelow Financial Group where he became assistant to the founder and President, Dale Buelow.  After a season of mentoring from Dale, a fellow Badger, and with his highest recommendation, Kevin took over all of his tax clients as Dale stepped away from doing taxes after 35 years.  Prior to becoming a partner at Legacy Tax, Kevin spent five years working at Buelow Tax Service.  He earned his Enrolled Agent certification in 2012.

Kevin has held a Florida Life, Health and Annuity insurance license and the Series 7 securities license.  He is well suited to work with clients that have more complex sources of investment income.  He specializes in individual, trust and estate tax returns.  “Every tax return is important, because it is your tax return.  The more complex a return is, the more fun it is because of the challenge.”

Kevin has successfully mentored dozens of other tax preparers in studying and preparing for their Enrolled Agent exams.  Like all Enrolled Agents, he is required to take continuing education courses each year to stay informed of the ever changing rules and regulations of the IRS.  Kevin is also a member of The National Association of Tax Professionals.

In his free time, Kevin enjoys biking, travel, reading a good IRS publication and is still trying to teach himself Russian.

Contact Kevin
kevin@legacytax.biz

Marilyn started doing taxes in 2001, and prior to becoming a partner at Legacy Tax, had spent ten years as a tax consultant at Buelow Tax Service.  She attended Mt. San Antonio College before starting a 29 year career in the airline industry, where she developed her expertise in customer service as a flight attendant.  Marilyn is also a member of The National Association of Tax Professionals.

Marilyn also holds a Florida Life, Health and Annuity insurance license and is appointed with United Healthcare.  She specializes in serving clients who are Medicare eligible and is the go to person for your health insurance needs.

She moved to Florida from Connecticut in 1988.  Marilyn met her husband, Bill, a pilot, while working for the airlines, and they have been married for 25 years.  They both enjoy playing golf and tennis and spending time traveling around the country in their RV when it is not tax season.

Contact Marilyn
anchormarilyn1@yahoo.com

Ken holds a Bachelor of Science in Chemistry and a Master of Science in Environmental Sciences from Florida International University.  He is a long time Florida resident and spent 25 years working as an Environmental Scientist for a local company.  Prior to becoming a partner at Legacy Tax, Ken had spent 13 years as a tax consultant at Buelow Tax Service.  Ken earned his Enrolled Agent certification in 2006.

Ken also holds his Series 7 and 66 securities licenses and can help you with all of your investment and insurance needs.

In his spare time, Ken enjoys fishing and always loves a good joke, especially if it is about a fish that was, “This big.”

Contact Ken
ken@legacytax.biz

Monica originates from Romania, where she earned her Master’s Degree in Economics and Accounting.  There she started her own Accounting and Business Service firm, and over ten years she had many satisfied clients and also earned her CPA.  In addition also in Romania, Monica taught Accounting at a prestigious Business University for 3 years.  After she met her husband, Cris, she moved to the United States and started a new chapter in her life.  They traveled around the US for many years with her husband’s work, and then decided in 2010, that Florida would be their new home.  Monica started working in taxes in 2010 for a national tax firm.  Prior to becoming a partner at Legacy Tax, Monica worked three years for Buelow Tax Service.  Monica is also a member of The National Association of Tax Professionals

In her spare time Monica enjoys spending time with her husband of 20 years and their apple-head Chihuahua, Bindy, traveling both in the US and abroad, cooking and gardening.

Contact Monica
monica@legacytax.biz