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Great experience. They followed up with me consistently and were extremely professional.Dec 24, 2018VerifiedLegacy Tax & Resolution Services's reply
Thank you Paige for the vote of confidence
After interviewing several Tax resolution services, I felt the only one not trying to gouge me was Legacy. The pricing was less than half of all the competitors, and they thoroughly explained my different options and the pros and cons of each. Once I decided on a plan and submitted the required documentation to them, they informed me the IRS agreed to a very fair and manageable settlement within 48 hours.Sep 17, 2018Verified
We run a small catering service business and provide food for small parties, birthdays and other occasions. We had never filed tax returns because we didn’t think our business made enough money to be taxed. A couple of agents from the IRS showed up at our home last month and handed us a notice for unpaid taxes. They also said that we had a month to pay the taxes or we would face consequences, including penalties and imprisonment. Quite, alarmed by all this we contacted Legacy Tax & Resolution Services and they agreed to go through our records and file the back tax returns. They worked really hard over the 3 weeks and filed the returns with the IRS, lowering our taxes from $83,516 to $4,594. They also negotiated payment to be spread over the next three years, which was accepted by the IRS. We are really happy with their service and would recommend Legacy Tax & Resolution Services to other small businesses that haven’t filed their tax returns.May 24, 2018
Individual Tax PreparationOct 3, 2018VerifiedLegacy Tax & Resolution Services's reply
We have had no interaction with this person and have not done any work. I suspect this was sent by a competitor.
- 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.