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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Legacy Tax and Resolution Services, LLC. is a tax preparation/planning, tax problem, debt resolution, and ancillary services (accounting, payroll, entity structuring/planning) firm. We proclaim that we’re in the “stress-reduction business” because it gives us great pleasure in giving our customers a piece of mind in these areas. Read on to learn more about us.
Overview
Serves Modesto, CA
Background checked
22 employees
28 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, and PayPal.
Customers rated this pro highly for punctuality, work quality, and professionalism.
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Peter J.
Jun 18, 2018
My husband received a notice from the IRS recently stating that he owed them $15,450 in debt. We were both shocked because this couldn’t be possible as we pay all our taxes on time through Legacy Tax Resolution Services. We were absolutely unaware and panicking about what was to be done but the representative from Legacy did a wonderful job in explaining the situation to us. They told me that I would have to file a ‘Request for Innocent Spouse Claim’ and that they would handle it for me and I didn’t have to worry about it. True to their word they did and we were able to get the claim reversed. It saved us a hefty amount that we didn’t know how to pay at all.
Credentials
Background Check
Stephan Brewer
FAQs
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.
