I cannot say enough good things about Legacy Park Advisors, Greg, Jim, and their entire team. After my father passed away, I was responsible for handling his substantial and extremely complex estate, which involved four separate trusts as well as the IRS Form 706 Estate Tax Return. Before finding Legacy, I spoke with more than a dozen CPA firms, and from my very first conversation with Greg and Jim, I knew they were the ones. Their knowledge, experience, and confidence immediately stood apart. They completed our Form 706 in excellent time, provided an incredibly accurate estimate of the estate taxes we needed to pay, completed all necessary extensions, and handled so much more along the way. Legacy also helped secure a significant IRS refund for the estate, which we received remarkably quickly after filing. Just as impressive as their technical expertise was how wonderful they were to work with—always calm, always confident, responsive, and actually fun to work with. Throughout a process that could easily have been overwhelming, I always felt we were in extremely capable hands. Only a small percentage of estates ever require a Form 706, so finding professionals with this level of expertise can be difficult. Legacy Park Advisors was a champion find. I was very fortunate to have been referred to them by EP Wealth Advisors, and that recommendation turned out to be invaluable. I could go on about everything Greg, Jim, and their team did for us, but simply put, they exceeded my expectations. If you are dealing with a substantial or complicated estate, multiple trusts, or a Form 706, I highly recommend Legacy Park Advisors. You will not be disappointed. Five stars without hesitation!

Best CPA firm in San Diego! So professional and knowledgeable. Communicating with them is so easy and efficient! My last firm was impossible to work with and Legacy Park Advisors made it so easy. They are so organized and on top of my return.

LPA has done my personal and corporate taxes for the last 4-5 years. Their service is great. Between Greg, Jim, Justin, TJ and the crew, you’re in great hands. I have been so impressed, I have recommended them to at least half a dozen friends and colleagues, all of whom have become loyal clients. Can’t recommend this group enough and their office views are awesome!🤩

I've been working with Greg Park at Legacy Park Advisors for years on both my personal and business tax returns, and I couldn't recommend him more highly. Greg is incredibly knowledgable, detail-oriented, and proactive - he not only makes sure everything is filed correctly and on time, but also takes the time to explain strategies that have helped me save a ton of money and plan more effectively for the future. What sets Greg apart is his professionalism and responsiveness. No matter how complex the situation, he breaks things down in a way that's easy to understand. He's helped me navigate everything from routine filings to more complicated business matters. If you're looking for a CPA who is reliable, trustworthy, and truly invested in his clients' success, Greg and his team are outstanding. I highly recommend him to anyone seeking long-term support for both personal and business tax needs.

Legacy Park Advisors provided outstanding service from start to finish. The team was professional, knowledgeable and incredibly thorough in handling my accounting needs. They took the time to walk me through every step, answered all of my questions clearly, and offered great advice that gave me peace of mind. Their attention to detail and dedication to their clients truly sets them apart. I highly recommend em to anyone in need of reliable and trustworthy accounting services! I’ll be back 👍🏽