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I found out from my bank that the IRS had levied more than $4500 from my bank account for taxes that I was due. I work at a medium sized company with no other source of income and believed that my taxes were being deducted by the employer from the salary. Turned out that they weren’t and I owed the government an additional $10,000 in taxes for the last three years. The IRS also had an order of wage garnishment on my salary which would have created real financial problems for me and my family. The Legacy Tax Resolution was recommended to me by a co-worker who had been through a similar situation before. They collected the complete record of my salary slips and negotiated an installment plan with the IRS. The payments would be made over a period of one year, which was inconvenient but manageable.May 22, 2018
Personal Bankruptcy Attorney
This company is not someone I would suggest going with the intake person was not understandable she seemed rude and as if she didn't know what she was doing she didn't have knowledge of the programs that's listed or was able to connect me to the person I asked for didn't provide me with the information I asked nor did she understand the reason I was calling then I give her my information and she tell me thank you we will not be moving forward with you we can't help you at this time.... what is that?? wasted my time and I will never give them a call about any solutions that I may encounter in the futureNov 8, 2018VerifiedLegacy Tax & Resolution Services's reply
Our procedure is for persons inquiring to set an initial free consultation, in this case with an attorney. Unfortunate, this person continued to ask question of the intake person. Question that this personal is not qualified to answer. She was asked to set free initial consultation with the person who is qualified to answer questions, but unfortunate this person continued to ask questions of someone who is qualified to provide those answers.
Tax AttorneySep 19, 2018VerifiedLegacy Tax & Resolution Services's reply
Thanks Michelle, for the vote of confidence. Glad we were able to get it done for you quickly
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.