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I was first approached by the IRS in 2015 when they told me I had problems with my accounting procedures and missing income on the books. The tax officer didn’t bother to tell me what I could to do improve things but handed me a notice for missing tax. I was quite worried and got in touch with Legacy Tax Resolution Services through a business associate who had worked with them before. Their auditors looked at my books of accounting records and identified that the problem was due to missing records of expenses that I had recorded incorrectly. They assisted me in lodging a successful appeal against the tax penalty and I was quite relieved when it was refunded. I have been using their tax services since then and happy with the service.May 22, 2018
Tax AttorneyApr 12, 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.