Legacy Tax & Resolution Services
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You do not want to deal with an IRS agent yourself. My biggest mistake was thinking that I could do it. One meeting with an IRS agent about an audit was enough to make me realize how badly I needed someone professional to do this on my behalf since I wasn’t cut out for this. Legacy Tax Resolution Services came highly recommended so I hired them. The process went incredibly smoothly afterwards as Legacy Tax Resolution Services took care of everything. All I had to do at the end was sign off on a great deal. Thanks Legacy Tax Resolution Services for saving me from unnecessary trouble and for all your services. God bless you.Jun 5, 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.