I started a rental property business back in 2011 and hadn’t filed tax returns on my income since starting out. An IRS agent gave me a visit in June 2017 and served a one-month notice to pay back taxes totaling more than $30,000. I was completely horrified and called a bunch of tax consultancies. I got a reply from Legacy and they offered to go over the records of my business. I hadn’t really maintained any accounts, but did have the bank statements detailing the receipt of rent and expenses. They helped prepare a record of accounts for me and filed it with the IRS. The firm negotiated with the IRS and managed to get the taxes reduced to half of the tax estimate and put me on a monthly payment plan. I will be finished with the payments next month. I also used their firm to file taxes for this year. They are a good, reliable service and I am quite relieved to be done with my back taxes.May 26, 2018
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- What should the customer know about your pricing (e.g., discounts, fees)?Legacy Tax Services will provide you with a fixed, competitive flat rate based on your needs. We will never change the flat fee or provide hidden ones. We believe in transparently giving you upfront pricing that can help you make an informed decision. We are in the stress reduction business and believe firmly in not adding stress where you already have it!
- What is your typical process for working with a new customer?We assess your needs in tiers of for specialty services: Tax Preparation/ Planning, Tax Resolution, Ancillary Services (accounting, payroll, entity planning), and Debt Resolution (we work with 3 different high-level firms within this specialty). Within each specialty, we start our client stress-reduction process by: 1. Discover what needs to be done by determining the problem, which includes contacting the any outside agencies, gathering materials, and strategy looking at the big picture. 2. We then determine and suggest a solution and give a plan of action and the flat rate. No surprises. 3. Implement the solution and reduce your stress!
- What education and/or training do you have that relates to your work?Our founder, Stephan Brewer is a Certified Public Accountant (CPA) and Certified Tax Resolution Specialist (CTRS) through the American Society of Tax Problem Solvers. He is also a Fellow through the National Tax Professionals Institute and received his Juris Scientiae Magister from Thomas Jefferson School of Law. We look for the same high standards of excellence in our hiring practices.