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Legacy Tax Resolution is one of the best tax consulting companies if not the best. They have a capable, professional team and really know their stuff. I was in a bind with the IRS and panicking after I neglected submitting my returns with them for two years. I spoke to one of the consultants from this firm and she was quite helpful on the phone. Her quick response and knowledge gave me a lot of confidence to hire them. They contacted the IRS on my behalf and went over the details with them. One of their accountants worked with me to prepare the returns, which they filed with the IRS. It took about a month for the whole thing to get resolved and we reached an agreement. I never had to call the IRS myself and I didn’t get any calls from them either. I did receive a letter which stated the terms of the agreement which was exactly what I needed. Great Service.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.