If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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
Serves Eau Claire, WI
Background checked
22 employees
28 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, and PayPal.
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
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Randall M.
Jun 19, 2018
I have been running a small plumbing and electrician servicing business for years. I was always confused about which accounts to capitalize and which accounts to show as expenses on my income tax return. My previous accounting firm was not too good on the matter either and that is why I decided to switch to this professional firm as the business grew. Legacy Tax Resolution has been very helpful, not just in preparing my tax returns on time but providing guidance on tax matters as well. They made a lot of good recommendations for accounting the capital and short term expenses which helped reduce my tax liability and also improved business liquidity problems that I had been facing for years previously. I would highly recommend going with a professional firm like Legacy with good service standards as your business becomes larger. They will do you a lot of good.
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.
