Legacy Tax & Resolution Services
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- Lyman C.
We have a small retail business in the sports industry and were facing a government audit because the IRS suspected we had not been paying the full taxes for the last seven years. It was quite stressful as the IRS wanted to charge us more than $78,516 which would have been a complete nightmare to pay off. We contacted Legacy Tax Resolution to represent us and they prepared a really strong case. They went through our entire books in three days and calculated the exact tax liability which was significantly lower than what the tax authorities were trying to charge us. They helped prepare our filing returns and stayed with us every step of the way, until the clearance of the tax obligation. We are really grateful for all your help guys.May 23, 2018
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- Robert D.
These guys are really smart and run a top class professional service. I’ve been using them for years as my dedicated accounting and audit firm. I am a serial entrepreneur and started a number of business projects. Some of them failed, while others have been more successful and turned into profitable concerns. Obviously, I’ve had my run with the IRS and tax services. They seem to believe that I am making millions of dollars every year and rolling in money. They slammed me with notices of taxes due for the three companies worth more than $158,109. Luckily I’ve been working the experts at Legacy Tax Resolution. We all had a good laugh about the tax bills and then I let them handle the negotiations with the IRS. The tax agency later dropped the notices. Quite effective.May 23, 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.