Legacy Tax & Resolution Services
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I really can’t say enough good things about this firm. The accountant at my company had messed up my taxes and the IRS put a wage garnishment on my salary, taking out a major part of it. My employer said that there was nothing they could do and I was really stressed out because of this. I contacted a bunch of lawyers and tax services before I got a call back from these guys. They were really helpful and professional throughout the exchange on the phone. They assured me that they can get the order reversed. They negotiated with the IRS and had the wage garnishment removed. They negotiated for the outstanding taxes to be paid through installments over a period of ten months. This was more manageable for me and I am very grateful for their help.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.