Legacy Tax & Resolution Services
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I have a small but complicated business that operates in multiple states and also requires home office deductions and servicing contracts subject to different jurisdictions. The process of getting my taxes prepared and filed on time has always been a challenge, even for professional firms. I tried out Legacy Tax Resolution in 2014 and was amazed by their proficiency and knowledge of tax matters. I thought my experience of filing tax returns would be similar to what I had seen for years with other accounting firms. But the consultants from Legacy made the whole process seem much easier and simpler than ever before. The taxes were filed within a week and three meetings where they went over my records. I’ve been using their service every since and had no problems, delays or issues with the agency. They are simply awesome.Jun 7, 2018
- 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.