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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
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 work quality, punctuality, and professionalism.
5.0
1 review
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Edwardo W.
May 22, 2018
I run a small retail shop and couldn’t file the tax returns for 2016. The IRS agents visited my store and claimed that I owed the government taxes worth more than $30,000. They also issued me a notice of 30 days for payment of the dues. This was a very shocking experience for me as there was no way I could pay that much in taxes on such short term notice. One of my store’s regular customers worked for Legacy Tax Resolution and he recommended using their service. Their auditors examined the complete record of my books and they negotiated with the IRS. They were able to get the taxes reduced to $8,000, which is a lot more manageable. I am very thankful for their help.
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.
