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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We specialize in bookkeeping for small businesses, providing accurate financial records, QuickBooks support, payroll, and bookkeeping cleanups. Our goal is to keep your books organized, your reports accurate, and your business on track. We offer personalized service, prompt communication, and support in both English and Spanish.
Overview
Serves Rockville, MD
Background checked
1 employee
3 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
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Your trust means everything to us. Learn about our review guidelines.
Nicole M.
Jun 26, 2025
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From Google
Karina is hands down the best! She helped me navigate the most challenging tax season after I moved states, had multiple incomes, and sold/bought property, etc. She was thorough to ensure that everything was done correctly and made me feel safe. Its worth noting that she maximized our savings & covered all bases. I highly recommend her services!
Neemias C.
Jun 20, 2025
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From Google
Karina is very personable, she truly cares about her clients needs and works hard to ensure you get rhe max return possible. I would highly recommend her services.
Veronica H.
Jun 19, 2025
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From Google
I absolutely loved working with Karina. The way she takes her time explaining every single question I had really put an easy into filling my taxes. Very knowledgeable and patient. I'm never going anywhere else. CUSTOMER FOR LIFE!
Casey W.
Jun 19, 2025
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From Google
Working with Karina at Legacy Wealth Management has been such a positive experience. From the moment we connected, she was incredibly kind, patient, and knowledgeable. She took the time to explain everything clearly and made sure we felt confident throughout the entire tax process. Her professionalism and attention to detail gave us real peace of mind, and were truly grateful for her support. Were looking forward to continuing our relationship and wouldnt hesitate to recommend her to others. Thank you, Karina!
Brianda Q.
Jul 10, 2025
•
From Google
Great experience with legacy wealth managemnet. You will not regret it.
Credentials
Background Check
Karina Sanchez
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our bookkeeping services are customized based on your business's needs, transaction volume, number of accounts, and the level of support you need. We believe in transparent pricing and will review your needs before recommending a service. We offer monthly bookkeeping as well as catch-up and cleanup services.
What is your typical process for working with a new customer?
We start with a consultation to learn about your business, your current bookkeeping system, and what you need help with. From there, we review your books and recommend the right service. Once you're ready to move forward, we handle onboarding and work with you to keep your financial records accurate, organized, and up to date.
What education and/or training do you have that relates to your work?
I am a QuickBooks Online Certified ProAdvisor with hands-on experience in bookkeeping, tax preparation, payroll, and business financial management. I am also continuing my education in accounting and regularly complete professional training to stay current with bookkeeping and tax practices.
