|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.|
Legacy Tax & Resolution Services
About this pro
20 years in business
2 hires on Thumbtack
I run a small business out of home business for beauty supplies, healthcare and fitness supplements. I’ve been relying on Legacy Tax Resolution to take care of my accounting and tax matters for the past three years. I’ve never had an issue with the IRS in the past four years. They have a professional team and provided great guidance on keeping the records for my business income and expenses. Their consultants also helped me apply for a loan when I was looking to grow my business last year. It’s a good, competent service and they’ve been a big help to help me keep my business going in the last four years.May 24, 2018
I had started my own sporting goods business in 2015 and got a visit from the IRS three months ago. They delivered a notice for unpaid taxes worth more than $92,000. That hit like a punch in the gut. My business had hardly made any money in the past two years and I had actually been putting my own savings into it. It had only become profitable a few months ago and I received a tax notice right away. I got in touch with Legacy Tax & Resolution Service through a colleague who had worked with them before. Their specialists went through my books and told me not to worry. They got in touch with the IRS and sorted out the taxes which were completely written off given the historical business performance. I am quite happy with their service.May 24, 2018
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- What should the customer know about your pricing (e.g., discounts, fees)?We provide fixed prices based upon the service to be provided. That way you know in advance what they will pay.
- What is your typical process for working with a new customer?Tier One has two parts; 1) Discovery is where we contact the IRS on your behalf to determine the source of any debt and the remaining statutes on that debt. We also determine any current and future collection actions. 2) Financial Analysis is where we gather financial information from the client to determine and develop the plan of action.
- What education and/or training do you have that relates to your work?Certified Tax Resolution Specialist (CTRS) through the American Society of Tax Problem Solvers, Fellow Candidate through the National Tax Professionals Institute, and Certified Public Accountant. Juris Master in tax law from Thomas Jefferson School of Law.