Legacy Tax & Resolution Services
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This firm is quite good. We’ve been working with their accountants and tax consultants for six years. We are very happy and satisfied with their service. What we really find great about this firm is that they are very thorough in their approach. They pay great attention to detail when it comes to reviewing your records. They also provide guidance and advice based on changing laws. On two occasions, they came to our company and informed us about new changes in tax laws and how we can claim credits which would decrease our total tax liability. If you are looking for a reliable tax consultancy that is focused on reducing your tax expenses then look no further. Legacy Tax & Resolution Services is exactly what you need.May 29, 2018
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.