Legacy Tax & Resolution Services
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Me and my boy friend run our private food business and use this firm for our accounting and tax filing. They are a highly professional and well managed firm and we are quite happy with their services so far. We first started using Legacy Tax & Resolution Services three years ago when my bf got in trouble for not filing his taxes. They helped resolve his taxes and also reduced the total tax liability. We used them later to help us set up the business and get our license and accounting practices in order. One thing that I really want to stress is that they are very thorough and ask a lot of questions about the business operations and how much money we expected to make. I thought that was weird but my boyfriend says they wanted to see how they could save us money.Jun 1, 2018
Personal Bankruptcy Attorney
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Tax AttorneyMar 30, 2019Verified
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.