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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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
Hired 3 times
Serves Greensboro, NC
Background checked
22 employees
28 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, and PayPal.
Customers rated this pro highly for value, work quality, and punctuality.
3.8
4 reviews
5
50%
4
25%
3
0%
2
0%
1
25%
Your trust means everything to us. Learn about our review guidelines.
Kenneth R.
Jun 1, 2018
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.
Legacy Tax & Resolution Services's reply
Thanks, Kenneth for the kind words.
Vernon R.
Sep 6, 2023
•
Hired on Thumbtack
Scam, con artist. Never worked on my account. Asked me numerous times for information that I had already provided. Never showed ANY progress on anything I asked. Worked on a different time frame than I asked. A liar, a fraud, a thief.
Legacy Tax & Resolution Services's reply
This is someone who came to us with a QuickBooks account that he uses for both business and personal transactions. We expressed to him that you cannot do that. All the personal transactions have to be adjusted out. On multiple recorded calls, he has changed his mind about which accounts (7 in total) are business and which are personal. Yesterday, he claimed (yelling) that we had done nothing. I calmly responded, if we have done nothing, how is it that we keep sending you lists of transactions for different accounts and asking you to identify what is business and what is personal and you keep providing different answers? Finally, I offered in frustration to return any (if there is any left, I think we have already gone above and beyond) unused portion of his retained, to which he responded pretty much as he did here, with unsubstantiated defamatory statements.
Accounting
William s.
Jun 11, 2019
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Hired on Thumbtack
na
Legacy Tax & Resolution Services's reply
We expressed to William, personal bankruptcy is not a service that we offer.
Personal Bankruptcy Attorney
Curtis S.
Mar 30, 2019
•
Hired on Thumbtack
Legacy Tax & Resolution Services's reply
Thanks, Curtis for the kind words.
Tax Attorney
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.
