Legacy Tax & Resolution Services
Legacy Tax & Resolution Services

Legacy Tax & Resolution Services

$75/hour
estimated cost


Responds within a day

Introduction: 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 Portland, OR

Background checked

22 employees

24 years in business

Payment methods

Cash, Credit card, PayPal

Social media

Facebook, Instagram, Twitter

Featured Projects

19 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

5.0

3 reviews

5
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4
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pro avatar
Maja R.
Mar 27, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Stephan Brewer and his staff are extremely responsive and were patient with all of my questions and concerns. I have been doing my taxes for nearly 10 years with TurboTax and pretty happy with the result. This year something seemed really off, even after I paid for the highest product and used TurboTax's help line that connected me with a "pro" who went through my return. I wasn't confident my taxes were accurate so I came to Legacy Tax for help. I'm so glad I went with this professional group because they saved me approximately $3,000! I would absolutely use Legacy Tax in the future as they guarantee their work and were able to answer my questions in a way that made sense to a lay person.
Legacy Tax & Resolution Services's reply
Thanks, Maja for the vote of confidence. It is much appreciated
Accounting
pro avatar
Billy B.
May 26, 2018
I received a collection notice from the IRS which was quite surprising as my taxes were being paid by the employer. I tried to contact the IRS but didn’t get any replies. Things at IRS are quite slow, tedious and time consuming. You need a lot of patience to deal with them, something that I really don’t have. I talked to the payroll department at my company and they had no clue on why I was getting notices from the IRs. A colleague recommended Legacy Tax & Resolution Services as she had used them to file her taxes before. Working with this company was a positive experience. They contacted the IRS and found out that our payroll department had made a mistake in calculating the tax bracket for my income. I wasn’t the only one affected and three other managers from my company had similar issues although they hadn’t received notices from the IRS. My company employed this firm and they helped us sort out the taxes with the IRS. It was decided that the unpaid taxes would be adjusted with the salaries over the next one year and I am fairly happy with the outcome.
pro avatar
Dana C.
Apr 14, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Great
Accounting
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.

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