Legacy Tax & Resolution Services
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- Stephen C.
I have my own servicing business and wanted to start a new company in a different industry. The previous accounting firm that I had used for years was not very knowledgeable in the area and recommended this firm. I called their service and got pleasantly surprised with their professionalism and quick response time. Their consultants guided me through every step of starting a new company and answered all my questions in detail. They also informed me about how to get my taxes reduced and keep the expenses down in the beginning. They are a reliable partner and their dedication to making sure that your business succeeds shows. They run a friendly, professional service and their consultants are completely knowledgeable about tax and business matters. A really top class service, in my opinion.May 29, 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.