New Legacy Financial Services
Introduction
Detail-oriented and experienced Tax Preparer with over 6 years of expertise in preparing accurate and timely tax returns for individuals and businesses. Proficient in federal and state tax codes, tax planning, and maximizing deductions to minimize liabilities and maximize refunds. Skilled in conducting thorough assessments, providing personalized tax advice, and ensuring compliance with all relevant tax laws. Strong communicator with a dedication to providing exceptional client service and maintaining confidentiality. Committed to staying up-to-date with tax law changes to provide the most current guidance and advice.
Overview
Background checked
4 employees
6 years in business
Business hours
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Services offered
Service needed
Annual tax filing
Other tax consultation
Filing status
Sole proprietorship
Tax-exempt
Annual revenue
Less than $100K
$100K - $500K
Reviews
Customers rated this pro highly for responsiveness, professionalism, and value.
5.0
1 review
5
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Michelle R.
Mar 20, 2025
I recently used New Legacy Financial Services to file my taxes and I’m thoroughly impressed with the experience. From the first consultation to the final submission, Oscar made the entire tax preparation process seamless and stress-free. I highly recommend filing your taxes with New Legacy Financial Services!
Credentials
Background Check
Oscar Cortes Ochoa