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I had been looking for a reliable accounting service that I could trust to work in my best interest. The previous accounting firm I worked with was ok but they were hard to get a hold of, especially during the tax filing season. I first started working with Legacy Tax Service in 2016 when they audited the final accounts for my company. I was impressed by their attention to detail from our very first interaction. Their auditors were quite knowledgeable and asked me why I wasn’t making use of tax breaks that would significantly decrease my tax liability. At that time I was more worried about filing my returns on time and didn’t have a clue about these tax cuts and told them so. Not only did they manage to get my taxes filed on time, they also claimed the exemptions which saved me quite a bit of money. That is when I took them on board completely as my accounting partner and I am quite happy with their service.Jun 7, 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.