Legacy Tax & Resolution Services
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14 photos and 5 videos
I run a small business out of home business for beauty supplies, healthcare and fitness supplements. I’ve been relying on Legacy Tax Resolution to take care of my accounting and tax matters for the past three years. I’ve never had an issue with the IRS in the past four years. They have a professional team and provided great guidance on keeping the records for my business income and expenses. Their consultants also helped me apply for a loan when I was looking to grow my business last year. It’s a good, competent service and they’ve been a big help to help me keep my business going in the last four years.May 24, 2018
I had started my own sporting goods business in 2015 and got a visit from the IRS three months ago. They delivered a notice for unpaid taxes worth more than $92,000. That hit like a punch in the gut. My business had hardly made any money in the past two years and I had actually been putting my own savings into it. It had only become profitable a few months ago and I received a tax notice right away. I got in touch with Legacy Tax & Resolution Service through a colleague who had worked with them before. Their specialists went through my books and told me not to worry. They got in touch with the IRS and sorted out the taxes which were completely written off given the historical business performance. I am quite happy with their service.May 24, 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.