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I think finding a good, reliable tax practice is quite difficult when you are trying to build your business from scratch. Legal tax firms are either too expensive, refuse to work with new businesses or simply not experienced enough to provide a great service. I started my own pizza delivery business two years ago and contacted a bunch of accounting practices to work with me. I couldn’t find a reliable partner due to one of three reasons and gave up for a few months before I came upon Legacy Tax Resolution. What is really great about this firm is that they listen to your concerns and give you respect as a client, even if your business is small. They offered a lot of useful financial information and guided me about setting up taxes. These are things I was simply unaware of and my business would have struggled a lot with the IRS without their help. I’ve used their service twice to file tax returns with the IRS for me and I would recommend them to all businesses, big or small.Jun 4, 2018
License Type: Accountancy (AZ)
- 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.