About this pro
20 years in business
1 hire on Thumbtack
I love this company and their tax resolving service is the best. They have been really helpful to my husband and our small family business. We run a small delivery service and hadn’t filed our taxes in a while because my husband doesn’t know much about accounting and taxation. We had a call from the IRS and received a notice with a huge penalty. We were really worried sick about what to do before we got in touch with their consultants. They negotiated with the IRS and took care of the whole tax matter in two weeks. What I especially like about them is how down to earth, patient and thorough they are in explaining everything. My husband and I don’t know much about accounting and taxes, but they explained the tax process and calculation to us in really plain and simple terms.May 28, 2018
Michelle B.May 11, 2018VerifiedLegacy Tax & Resolution Services's reply
Thank you Michelle for the vote of confidence.
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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.
|Monday||8:00 a.m. to 7:00 p.m.|
|Tuesday||8:00 a.m. to 7:00 p.m.|
|Wednesday||8:00 a.m. to 7:00 p.m.|
|Thursday||8:00 a.m. to 7:00 p.m.|
|Friday||8:00 a.m. to 7:00 p.m.|