Our Founders
Our History
Legacy started in this alley between Begonia & Dahlia in Corona del Mar in December 2002. Kar was 300 weeks pregnant- Chris installed garage carpet from Lowes, wired up internet (not dial up), a working phoneline, and a fax. Freezing even with the space heater in the garage, the baby mostly cooperated.
Legacy was in business!
Karlylle Schwartze, CPA MBT
Karlylle specializes in tax and business services for professional entertainers, family offices, closely held businesses, and nonprofits. She started at KPMG, where she served a Washington National Tax rotation. She graduated magna cum laude in Business Economics from UCLA and also has a Masters in Bus. Taxation from USC.
Karlylle volunte
Karlylle specializes in tax and business services for professional entertainers, family offices, closely held businesses, and nonprofits. She started at KPMG, where she served a Washington National Tax rotation. She graduated magna cum laude in Business Economics from UCLA and also has a Masters in Bus. Taxation from USC.
Karlylle volunteers with several nonprofits specializing in arts and education. She and her family volunteer at the Festival of Arts / Pageant of the Masters Laguna Beach where she is also a Board member.
Chris Schwartze, cpa
Chris Schwartze, cpa
Chris has 30+ years of experience in tax, finance and accounting. He specializes in tax and accounting for businesses and individuals, as well as the preparation of financial statements. Chris was an auditor at the World Bank while with Deloitte & Touche in Washington DC. He was also the VP of Finance at a real estate family office. Chr
Chris has 30+ years of experience in tax, finance and accounting. He specializes in tax and accounting for businesses and individuals, as well as the preparation of financial statements. Chris was an auditor at the World Bank while with Deloitte & Touche in Washington DC. He was also the VP of Finance at a real estate family office. Chris has dual Finance and Real Estate degrees from CSU Northridge.
Chris loves golf, F1 racing, U2, the Detroit Red Wings and the LA Rams.
our Staff
Marlene Reed, senior tax manager
CATHERINE CHENg, CPA mbt senior tax manager
CATHERINE CHENg, CPA mbt senior tax manager
Marlene is a CPA with over 25 years of experience in corporate tax, real estate tax and high net worth individuals. Marlene graduated from Penn State in Accounting and Business Management. She is a licensed real estate broker and founder of Coastal Dwellings, a luxury brokerage. A partner in a real estate development firm, Marlene lives in Newport with her family and dogs.
CATHERINE CHENg, CPA mbt senior tax manager
CATHERINE CHENg, CPA mbt senior tax manager
CATHERINE CHENg, CPA mbt senior tax manager
Catherine specializes in accounting, finance, taxation and business services. She is adept in M&A, valuation, due diligence, financial planning, budgeting, forecasting and GAAP financial reporting. Catherine has Masters degrees in Business Administration and Business Taxation from USC.
Catherine loves the arts and music (she sings opera), and is also an avid badminton player.
April de Witt accounting manager
CATHERINE CHENg, CPA mbt senior tax manager
April de Witt accounting manager
April has 20+ years of accounting experience in construction, real estate, investments, and retail, including seven years as Controller. She specializes in audit support, budget management, and financial statement preparation. She has degrees in Finance and Accounting from Colorado State.
Sharil Childers Accountant
Sharil Childers Accountant
Sharil Childers Accountant
Sharil is an accountant and bookkeeper with years of industry experience in automotive, hospitality, restaurant and retail/ service based companies. Detail oriented to the tee, Sharil enjoys getting into the minitia of accounting work and keeps us all on task.
sabrina chang, office manager
Sharil Childers Accountant
Sharil Childers Accountant
Sabrina is our client relationship manager and our resident Canopy portal expert. She has extensive experience in business management, hospitality and retail. Sabrina oversees the minutia of our office operations and day-to-day file management. Sabrina recently completed her BS in Business Administration and is completing the applied accounting program at University of California, Irvine.