Legacy Tax & Resolution Services
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I had stopped by the office (by the address off the web) but could not find anything with the name Lagacey tax service. On the building or the doors. It makes me a little nervousAug 1, 2019Verified
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A friend recommended this place after I got in trouble with the IRS. I hadn’t filed my return for three consecutive years. Although it was always at the back of my mind, I had never imagined it would feel so dreadful until I received the collection notice from the IRS agent. I am really glad I decided to give this service a try. Everything was great from the receptionist on the phone, to the consultants who went over my case and the person who prepared and filed the return for the three years. They have a friendly and helpful service that is very professional and know the tax laws in and out. You won’t find a service much better and more knowledgeable than these guys.May 30, 2018
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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.