About Us

At Legacy Financial Haven, LLC (formerly Royal Financial), we are committed to making financial clarity and compliance accessible to every client we serve. Specializing in tax preparation and ITIN services, we help individuals and families confidently navigate complex financial responsibilities with professionalism and care.

Founded to provide more than just numbers on a form, Legacy Financial Haven was built on the belief that financial services should be personal, reliable, and grounded in integrity. Our new name reflects our deeper mission: to serve as a haven where clients feel supported, informed, and empowered to build a strong financial legacy.

As an IRS-authorized Certified Acceptance Agent (CAA), we’re uniquely positioned to assist with ITIN applications and renewals, offering secure document verification and expert guidance throughout the process.

Whether you're filing taxes for the first time, renewing an ITIN, or seeking honest answers about your financial situation, Legacy Financial Haven is here to help—because your legacy matters, and so does the path you take to protect it.

Company Overview

Legacy Financial Haven, LLC (formally Royal Financial) is a trusted provider of tax preparation and ITIN support services, dedicated to helping individuals and families achieve clarity and compliance in their financial lives. Formerly known as Royal Financial, our firm was rebranded to better reflect our mission: guiding clients toward long-term financial stability while honoring the legacy they are building.

We specialize in accurate and efficient federal and state tax preparation, Individual Taxpayer Identification Number (ITIN) application and renewal support, and customized financial consultations. As a Certified Acceptance Agent (CAA), Legacy Financial Haven is authorized by the IRS to verify identification documents and assist clients through the ITIN process securely and professionally.

Rooted in integrity, confidentiality, and a personalized approach, we serve clients from diverse backgrounds with a focus on education, empowerment, and excellence. At Legacy Financial Haven, we don’t just process paperwork—we help people protect their future.

Our Mission and Values

Our Mission


At Legacy Financial Haven, our mission is to provide individuals and families with reliable, personalized financial services that promote clarity, compliance, and long-term peace of mind. We strive to simplify the tax and ITIN process while helping our clients make informed financial decisions that support their goals and honor their legacy.



Our Core Values


💼 Integrity
We believe in doing what’s right—always. You can count on us to handle your finances with honesty, accuracy, and discretion.

🧠 Clarity
We break down complex financial processes into simple, understandable steps so that you feel confident and informed.

🙌 Respect
We serve every client with professionalism and dignity, creating a welcoming environment for people from all walks of life.

🤝 Commitment
Your financial goals are our priority. We’re committed to delivering reliable service and lasting support—year after year.

📚 Empowerment
Through education and personalized guidance, we empower our clients to take control of their financial future.

Who We Serve

At Legacy Financial Haven, we proudly serve individuals and families who value honesty, clarity, and reliable financial support. Whether you're filing taxes for the first time, applying for an ITIN, or simply looking for a trusted professional to guide you, we are here to help.

We work with:

  • Hardworking individuals and families looking for dependable tax preparation
  • ITIN applicants who need secure, accurate assistance with applications or renewals
  • Self-employed workers and small business owners managing taxes and compliance
  • Immigrant and multilingual communities seeking a respectful, judgment-free space
  • Anyone who values personalized service and long-term financial clarity

No matter your background, situation, or goals, you deserve to be treated with professionalism, patience, and respect. That’s exactly what you’ll find at Legacy Financial Haven.

What Makes Us Different

At Legacy Financial Haven, we’re more than just a tax office — we’re a partner in your financial journey. Our difference lies in how we serve, how we care, and how we simplify even the most complex processes.

✅ Certified Expertise

As an IRS-authorized Certified Acceptance Agent (CAA), we provide verified ITIN support and accurate tax preparation with full compliance and professionalism.

✅ Personalized Attention

We take the time to understand your unique situation. Every client receives one-on-one service designed to meet their specific financial needs — no one-size-fits-all approach here.

✅ Integrity You Can Trust

Honesty and transparency are at the heart of everything we do. We explain the “why” behind every number and ensure you're never left in the dark.

✅ Support for Underserved Communities

We proudly serve individuals who may not always feel seen in traditional financial spaces — including immigrants, ITIN holders, and first-time filers — with patience, clarity, and respect.

✅ Focused on Legacy, Not Just Returns

We care about your long-term goals. Our services are designed not just to complete tasks, but to help you build something lasting — for you and for the generations to come.