Legacy Tax & Resolution Services
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I am self employed and run a small business from home. I hadn’t filed my tax return with the IRS for years. When I tried to get the returns filed in 2015, I found it impossible as they wanted complete details of my business for the last seven years. I hired Legacy Tax Resolution service and they explained the whole process to me very clearly. They looked at my books of records which only had partial information and cleared many of the errors. They filed my returns with the tax authorities and also helped me deal with the outstanding taxes. I later received two letters from the IRS stating that all my taxes had been cleared from way back to 2009 when I started my business. I am quite relieved and satisfied with their service.May 26, 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.