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Legacy Tax & Resolution Services

Tax Services

Tax Preparation/Payroll

Tax preparation includes federal, state, or local tax returns. Tax advisory services include analyzing financial and tax problems, formulating solutions, and making recommendations to provide advice on taxation for clients ranging from individuals to businesses focused on targeted action steps designed to maximize the individual or business's tax position.

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FIND THE RIGHT SUPPORT

What can we help you with?

From urgent tax problems to better business decisions, explore the service that fits your situation.

WHAT WE DO @ LEGACY TAX & RESOLUTION SERVICES

Our Services

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Tax Preparation/Payroll

Tax filing should not be a stressful time every year. Take advantage of our advanced information-gathering methods, such as utilizing automation software, implementing standardized procedures, and leveraging data analytics to ease the burden of your tax preparation.

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Tax Planning

Let our experts reduce your tax exposure. Our tax reduction strategy will provide the planning and execution. Remember, tax planning should be a proactive enterprise for your business.

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Business Profit Maximization/Coaching

Our business profit maximization expert will help you focus on optimizing resources and efficiencies to help produce the highest potential growth. Our coaches provide guidance, strategies, and mentorship to help your business improve performance, overcome challenges, and reach your strategic goals.

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MORE THAN TAX PREPARATION

Practical support for the issues that matter.

Legacy Tax & Resolution Services brings together tax resolution, tax planning, accounting and business advisory services.

Talk with our team

Tax issues, explained

Find guidance for notices, unfiled returns and tax disputes.

Planning, not guesswork

Look ahead with tax planning, payroll and filing support.

Business decisions, supported

Bring accounting, coaching and fractional CFO expertise together.

A SIMPLER NEXT STEP

Start with a conversation. Build a plan from there.

Not sure which service you need? Tell us what is happening and we can discuss the next step.

01

Tell us your situation

Share the tax or business challenge you would like to address.

02

Explore the options

Discuss the relevant services and the information needed to move forward.

03

Move forward with clarity

Decide which next step makes sense for your circumstances.

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WHAT ARE CLIENTS SAYS?

Client Reviews

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QUICK ANSWERS

Questions we can help you answer.

Find a starting point, then get in touch for guidance specific to your situation.

Have another question? Talk to us
Can you help with unpaid taxes or IRS notices?

Legacy Tax & Resolution Services offers tax resolution support for issues such as unpaid taxes, unfiled returns, audit representation and tax disputes. Explore the tax resolution services or request a consultation.

Tax problem services
Do you help with tax preparation and planning?

Yes. Services include tax preparation and payroll as well as proactive tax planning and tax recovery. The right service depends on your needs.

Tax preparation services
Is outsourced bookkeeping or accounting available?

Yes. Outsourced accounting covers tasks such as bookkeeping and financial reporting. Additional business services include coaching and fractional CFO/Controller support.

Outsourced accounting
How do I get started?

Use the consultation form on this page or call 800-829-7483 to describe the assistance you are looking for.

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FOR A FREE CONSULTATION

Call 800-829-7483 or fill out the form below.

Need more information?

See our video library for specific problems and typical resolutions!

TAKE ME TO VIDEO LIBRARY