Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services
How we got $1.5M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Legacy Tax Advisors is a Tulsa, OK tax and bookkeeping firm offering comprehensive tax strategies for business owners, real estate investors, and high-earning professionals.
From the company's website. Industry: Accounting & tax.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- SJCO HOLDINGS, LLC · Tulsa, 3 mi · $62.0M
- ACRON 2 PORSCHE DRIVE, ATLANTA LLC · Tulsa, 6 mi · $56.3M
- STAN JOHNSON SERVICES, INC. · Tulsa, 3 mi · $53.6M
- SANFORD BROTHERS CO., INC. & SUBSIDIARIES · Tulsa, 9 mi · $46.1M
- MCGRAW DAVISSON STEWART, LLC · Tulsa, 6 mi · $42.5M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services this business | $1.1M | — |
| EXECUTIVE ACCOUNTING SERVICES, INC. Tulsa · 1 employees | $216K | 0.1 mi |
| Gardner's Tax Services Tulsa | $1.1M | 0.1 mi |
| EXECUTIVE ACCOUNT SERVICES INC Tulsa · 1 employees | $235K | 0.3 mi |
| ALBERT L. MURRIE, CPA, PC Tulsa · 3 employees | $698K | 0.5 mi |
| Al Murrie Tulsa | $735K | 0.5 mi |
| Dms Ventures Llc Tulsa | $735K | 0.5 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.5M |
| Multiple for this size and industry | 3.5× |
| Value range | $508K – $2.5M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Tax Preparation Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Tax Preparation Services (541213) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“Legacy Tax Advisors was founded with a simple mission: help hardworking professionals and entrepreneurs build long-term wealth through proactive tax strategy.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services
Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services is an accounting & tax company in Tulsa, Oklahoma, in business since 2024. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.5M (likely range $508K–$2.5M).
Common questions
- Who owns Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services?
- The owner of Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services make?
- SeeBITDA estimates Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services worth?
- About $1.5M, roughly 3.5× its estimated EBITDA of $435K, typical for a accounting & tax company its size. Likely range: $508K–$2.5M.
- When was Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services founded?
- Legacy Tax Advisors- Tulsa Tax and Bookkeeping Services has been in business since 2024.