Legacy Tax & Resolution Services
Legacy Tax & Resolution Services

Legacy Tax & Resolution Services

$75/hour
estimated cost


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Introduction: Legacy Tax and Resolution Services, LLC. is a tax preparation/planning, tax problem, debt resolution, and ancillary services (accounting, payroll, entity structuring/planning) firm. We proclaim that we’re in the “stress-reduction business” because it gives us great pleasure in giving our customers a piece of mind in these areas. Read on to learn more about us.
Overview

Serves Indianapolis, IN

Background checked

22 employees

23 years in business

Payment methods

Cash, Credit card, PayPal

Social media

Facebook, Instagram, Twitter

Featured Projects

19 photos

Reviews

Customers rated this pro highly for work quality, punctuality, and professionalism.

5.0

1 review

5
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4
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pro avatar
Steve d.
May 28, 2018
I run a private dental practice and hired this firm to manage my books and take care of the tax returns. I have been using them for two years now and the service is quite good. I haven’t had any problems with the IRS and taxes are always filed on time. I really like their professionalism and how they keep me informed about everything related to tax and business. Their communication is quite good and they give great advice on claiming tax credits. I believe they’ve saved us quite a bit of money in terms of taxes. I plan to continue working with them as long as they keep their service levels as high as they are right now. They are a good, reliable partner for my dental practice.
Credentials
Background Check

Stephan Brewer

FAQs

  • 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.

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