Gurcano H. Toledo, OH 05/30/18
I’ve been using their tax audit and filing services for the last 5 years and never had a problem. They have a competent and knowledgeable team. On a couple of occasions, one of their tax preparers has told us how some new changes in local law would let us save taxes. They take a proactive approach, which I think is quite nice. While the firm is quite easy to get in touch with throughout the year, they are more difficult to get a hold of during tax season, especially in April, as a new client. I would recommend getting your taxes filed through them in March by the latest, unless you are an old client that they know. Overall my experience with them has been positive and I would recommend them. https://www.thumbtack.com/-Toledo-OH/service/3462299
Greg H. Des Moines, IA 05/30/18
They have a friendly, helpful team and competent tax advisors. I had delayed my tax payments due to a few bad financial years and family health issues. Things came to a head when I received a tax notice with fines and back taxes worth over $15,600 from the IRS. This was simply too much for me to pay within a month’s notice and I thought our lives were over. I was really desperate when I got in touch with their service but their consultants were reassuring and told us they would do their best. They certainly did wonders for me and my family. Not only did they manage to get the tax liability reduced to less than $4,100, they even had the whole amount divided into installments. We were able to clear the bill over the next three years. I feel like a great weight has been lifted off my shoulders. We are really grateful for their wonderful work. https://www.thumbtack.com/-Des-Moines-IA/service/3461628
Cealfa G. Wichita, KS 05/30/18
If I had to describe them in one word, that word would be reliable. This is our third year using the Legacy Tax & Resolution service to prepare our taxes and our company is very pleased with their work so far. Two great things about them are good communication and knowledge of tax laws. They are very easy to get in touch with. Whenever we have called them for help, one of their consultants always gets in touch right away to discuss any problem. They are also very proactive in going through your books and coming up with recommendations about tax saving methods. Prior to using Legacy, we used another firm and had to book an appointment with them a few days in advance. We also felt that they weren’t very good and knowledgeable about the tax laws. We hope to continue working with this firm, as long as they continue to provide their great service standards. https://www.thumbtack.com/-Wichita-KS/service/3461548
Bretton G. Little Rock, AR 05/30/18
These guys are amazing and their consultants are very professional. They explain all the options available with the IRS in detail and let you know how you can claim refunds and tax credits. This is my second year filing my taxes through Legacy Tax & Resolution Services and the whole process had become quite easy and streamlined. Their consultants take the time to talk with me and answer any questions that I have. They helped file my tax return well in advance of the deadline and I am so relieved. I can’t tell you how stressed out I used to become prior to the last year, when I first got in touch with their service. I would highly recommend this firm to anyone looking for a highly professional tax firm. https://www.thumbtack.com/-Little-Rock-AR/service/3461371
Alan A. Providence, RI 05/30/18
Our firm has been using Legacy Tax & Resolution Service to do our taxes for the past four years. They are a good, professional service and extremely efficient at their job. In their first year with us, they discovered problems with our accounting books and told us that we had been over paying our taxes. They helped correct our accounting procedures and got us back refund from the IRS which was quite nice. Their staff is very responsive, reliable and easy to work with. The consultants that we have worked with are very competent and know the tax matters very well. Their service is highly recommended. https://www.thumbtack.com/-Providence-RI/service/3458850
Harold H. Virginia Beach, VA 05/29/18
I have been working as a beautician for 11 years and started my own salon business 6 years ago. Business has been quite good but the one mistake I made was to never hire a professional accountant to do my taxes. The IRS sent me a notice last year saying that I had to pay taxes for 5 years totaling more than 28 thousand dollars. The notice also said that I had 30 days to pay the amount or they would take collection action against my business. I was in a state of complete panic because there was no way I could pay that much money. One of my customers told me to get in touch with their service and said that they are quite good in tax resolution matters. So I hired them and they did a great job for me. Their consultants went over the complete details of my business and prepared accounts for the IRS. They also negotiated the taxes to be paid in installments which really eased my stress. Since then, I have been using their tax filing services and would recommend it to anyone. https://www.thumbtack.com/-Virginia-Beach-VA/service/3451993
Edward M. Nashville, TN 05/29/2018
I had never used any professional firm for managing the accounts and taxes for my food business. I used a couple of online applications like Quick Books and didn’t’ think much about it. As it turns out, that wasn’t enough. We received a notice from the IRS about discrepancies in our accounting records and a 30 day period to pay taxes over $15k. I got in touch with Legacy Tax & Resolution Services through a friend who said good things about them. Their accountants reviewed my books and asked a lot of questions about my business payments and income. They informed us that a lot of information was missing in the books and prepared amended returns for submission to the IRS. In the end we still had to pay taxes of more than $4,150, which was inconvenient but still better than paying the whole $15,000. I am relieved that at least the taxes are done and over with. The tax service is great. https://www.thumbtack.com/-Nashville-TN/service/3449607
Steve D. Indianapolis, IN 05/29/18
I run a private dental practice and hired this firm to manage my books and take care of the tax returns. I have been using them for two years now and the service is quite good. I haven’t had any problems with the IRS and taxes are always filed on time. I really like their professionalism and how they keep me informed about everything related to tax and business. Their communication is quite good and they give great advice on claiming tax credits. I believe they’ve saved us quite a bit of money in terms of taxes. I plan to continue working with them as long as they keep their service levels as high as they are right now. They are a good, reliable partner for my dental practice. https://www.thumbtack.com/-Indianapolis-IN/service/3458870
Michael W. Kansas City, KS 05/29/18
I love this company and their tax resolving service is the best. They have been really helpful to my husband and our small family business. We run a small delivery service and hadn’t filed our taxes in a while because my husband doesn’t know much about accounting and taxation. We had a call from the IRS and received a notice with a huge penalty. We were really worried sick about what to do before we got in touch with their consultants. They negotiated with the IRS and took care of the whole tax matter in two weeks. What I especially like about them is how down to earth, patient and thorough they are in explaining everything. My husband and I don’t know much about accounting and taxes, but they explained the tax process and calculation to us in really plain and simple terms. https://www.thumbtack.com/-Kansas-City-MO/service/3449644
Stephen C. Colorado Springs, CO 05/29/18
I have my own servicing business and wanted to start a new company in a different industry. The previous accounting firm that I had used for years was not very knowledgeable in the area and recommended this firm. I called their service and got pleasantly surprised with their professionalism and quick response time. Their consultants guided me through every step of starting a new company and answered all my questions in detail. They also informed me about how to get my taxes reduced and keep the expenses down in the beginning. They are a reliable partner and their dedication to making sure that your business succeeds shows. They run a friendly, professional service and their consultants are completely knowledgeable about tax and business matters. A really top class service, in my opinion. https://www.thumbtack.com/-Colorado-Springs-CO/service/3450460
Homer D. Anchorage, AK 05/29/18
I was recently approached by an IRS agent for unpaid taxes and threatened with collection action unless I paid the past due soon. The notice also claimed that I could be facing penalties which was quite alarming. My neighbor had used Legacy Tax & Resolution Services and he advised me to use their service. They negotiated with the IRS and we reached a settlement, with payments to be made over the next three years. The whole experience was quite frightening for me and I am glad it is done and over with. When dealing with tax authorities - or the government in general - it is good to have someone on your side with the knowledge and experience of the laws. I now recommend Legacy Tax & Resolution services to everyone I know. They are professional and know how to get the IRS off your back. https://www.thumbtack.com/-Anchorage-AK/service/3451431
Tommy I. Reno, NV 05/28/18
They run a five-star service which is unmatched by any other in terms of results. I am self-employed and run a small service which makes a decent income. I wanted to start my own business and needed to get a loan approved. The bank had said that I would need to give them a comprehensive income statement for the last three years. I contacted a bunch of services, but they were simply unable to provide me with the statement that the bank wanted. I searched online and found their service which claimed to provide business expansion strategies. I worked with their consultant and we went over the details of my business plan, previous income and the assets I had. They prepared the statement after a week, which was approved by the bank. Simply fantastic! https://www.thumbtack.com/-Reno-NV/service/3450061
Paul P. Portland, ME 05/28/18
I switched jobs in 2016 after seven years with my previous employer because I was offered a much better pay at my new company. I received a collection notice from the IRS and they issued a wage garnishment with my new employer. I had no clue what was going on and tried contacting the IRS without success. I later got in touch with this tax resolution firm after finding their information online. They were very friendly and professional from the beginning. Their consultants looked over my income for the last eight years and asked the IRS what was going on as everything looked alright. It turned out that the IRS had made a mistake with my tax calculations due to the whole job switch thing. Legacy Tax consultants were able to get the garnishment released in less than a week. That was just brilliant. https://www.thumbtack.com/-Portland-ME/service/3477020
Christian J. Lexington 05/28/18
I have my own servicing business and wanted to start a new company in a different industry. The previous accounting firm that I had used for years was not very knowledgeable in the area and recommended this firm. I called their service and got pleasantly surprised with their professionalism and quick response time. Their consultants guided me through every step of starting a new company and answered all my questions in detail. They also informed me about how to get my taxes reduced and keep the expenses down in the beginning. They are a reliable partner and their dedication to making sure that your business succeeds shows. They run a friendly, professional service and their consultants are completely knowledgeable about tax and business matters. A really top class service, in my opinion. https://www.thumbtack.com/-Lexington-KY/service/3450517
Chris J. Honolulu, HI 05/28/18
They are a good and reliable tax consulting partner. We’ve always found them receptive and ready to answer questions when we call them. Their tax preparation service is very thorough and things always go so quickly with them. We have now been using them for three years to go over our books and prepare our tax returns. They have never let us down and always provided great service. Last year, we couldn’t get our books completed in time and asked them to come in at the last minute to help us out. They were very responsive and even though it was their busy season, they managed to go over our accounts quickly and get the returns submitted with a week to spare. This year, we got in touch with their preparers early on to make sure everything stays on schedule. Great tax preparation firm. https://www.thumbtack.com/-Honolulu-HI/service/3450086
Charlie D. Tucson, AZ 05/28/18
I run a medium size technician business for HVAC services. We used to employ a part-time accountant previously. As the business grew we decided to try a full-time accountant. I wasn’t satisfied with the performance as work kept piling up. That is when I heard about this firm and we tried their accounting services on a temporary basis. I was quite pleased with the cost compared to their quality of work so we hired them full-time to completely take care of our accounting. We’ve now been using their service for two years and I can honestly say that it was the right decision. They provide everything from payroll, accounting and inventory control to filing of the tax returns. Their accountants are very diligent and professional. We haven’t had any problems so far, so it’s all good. https://www.thumbtack.com/-Tucson-AZ/service/3449441
Calvin C. New Orleans, LA 05/27/18
Before working with Legacy Tax & Resolution Services, I had been filing my tax returns through another accounting practice. Although they got the job done, I was not happy with them because they never really explained anything related to my taxes or how I could reduce my taxes. One of my business associates recommended using this firm and I decided to give it a try for a few months. I was really amazed by the quality of service I got here and the professionalism of their consultants. The best thing about this firm is that they treat you with respect, the way a firm is supposed to treat its clients. They also explain the tax process in detail and ways in which my business can get tax credits. I believe they’ve saved me way more money in taxes than I have paid for their services. I am very happy with them. https://www.thumbtack.com/-New-Orleans-LA/service/3458950
Carl C. Richmond, VA 05/27/18
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. https://www.thumbtack.com/-Richmond-VA/service/3451459
Blake J. Louisville, KY 05/27/18
This is an amazing tax firm with very friendly and helpful employees. I contacted them to help me with my taxes just a week before the tax deadline. Their accountants visited my office and asked a lot of questions about the business to prepare me returns. They were able to prepare and submit the return in three days. What really impressed me was that they were courteous and professional throughout the process. They provided a lot of information about the tax process and what accounts I should keep in order to expedite the filing of my taxes. If you are lagging behind on filing your return and the tax deadline is close, you can safely rely on them to get the job done in good time. https://www.thumbtack.com/-Louisville-KY/service/3452021
Allen B. Oklahoma City, OK 05/27/18
This firm is quite good. We’ve been working with their accountants and tax consultants for six years. We are very happy and satisfied with their service. What we really find great about this firm is that they are very thorough in their approach. They pay great attention to detail when it comes to reviewing your records. They also provide guidance and advice based on changing laws. On two occasions, they came to our company and informed us about new changes in tax laws and how we can claim credits which would decrease our total tax liability. If you are looking for a reliable tax consultancy that is focused on reducing your tax expenses then look no further. Legacy Tax & Resolution Services is exactly what you need. https://www.thumbtack.com/-Oklahoma-City-OK/service/3449814
Alexis A. Milwaukee, WI 05/26/18
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. https://www.thumbtack.com/-Milwaukee-WI/service/3449853
Billy B. Portland 05/26/18
I received a collection notice from the IRS which was quite surprising as my taxes were being paid by the employer. I tried to contact the IRS but didn’t get any replies. Things at IRS are quite slow, tedious and time consuming. You need a lot of patience to deal with them, something that I really don’t have. I talked to the payroll department at my company and they had no clue on why I was getting notices from the IRs. A colleague recommended Legacy Tax & Resolution Services as she had used them to file her taxes before. Working with this company was a positive experience. They contacted the IRS and found out that our payroll department had made a mistake in calculating the tax bracket for my income. I wasn’t the only one affected and three other managers from my company had similar issues although they hadn’t received notices from the IRS. My company employed this firm and they helped us sort out the taxes with the IRS. It was decided that the unpaid taxes would be adjusted with the salaries over the next one year and I am fairly happy with the outcome. https://www.thumbtack.com/-Portland-OR/service/3449828
Joshua C. Charlotte, NC 05/26/18
I started a rental property business back in 2011 and hadn’t filed tax returns on my income since starting out. An IRS agent gave me a visit in June 2017 and served a one-month notice to pay back taxes totaling more than $30,000. I was completely horrified and called a bunch of tax consultancies. I got a reply from Legacy and they offered to go over the records of my business. I hadn’t really maintained any accounts, but did have the bank statements detailing the receipt of rent and expenses. They helped prepare a record of accounts for me and filed it with the IRS. The firm negotiated with the IRS and managed to get the taxes reduced to half of the tax estimate and put me on a monthly payment plan. I will be finished with the payments next month. I also used their firm to file taxes for this year. They are a good, reliable service and I am quite relieved to be done with my back taxes. https://www.thumbtack.com/-Charlotte-NC/service/3451391
Anthony L. Denver, CO 05/26/18
Legacy Tax & Resolution Services has done a great job for my business. I was in a tax recovery program after having failed to file my returns for four years. Someone suggested their services and I contacted the firm to see if they could help out. They went through my books and negotiated with the IRS on my behalf. Their consultants are very knowledgeable and professional. Not only did they manage to get the total tax obligation reduced, their firm was also able to negotiate the payment over a longer period of time. It took me one year and three months to get done with all the taxes due for the last four years. Consultants from the firm stayed in touch with me throughout the process, offering help wherever I needed it. They run a very professional and reliable firm. https://www.thumbtack.com/-Denver-CO/service/3450496
Richard W. Detroit, MI 05/26/18
I am self employed and run a small business from home. I hadn’t filed my tax return with the IRS for years. When I tried to get the returns filed in 2015, I found it impossible as they wanted complete details of my business for the last seven years. I hired Legacy Tax Resolution service and they explained the whole process to me very clearly. They looked at my books of records which only had partial information and cleared many of the errors. They filed my returns with the tax authorities and also helped me deal with the outstanding taxes. I later received two letters from the IRS stating that all my taxes had been cleared from way back to 2009 when I started my business. I am quite relieved and satisfied with their service. https://www.thumbtack.com/-Detroit-MI/service/3451371
Peter G. Sacramento, CA 05/25/18
We first got in touch with this firm when our business was facing an external audit by the IRS. The tax authorities believed that our firm had been under reporting the income based on the inventory turnover. Legacy Tax Resolution helped us out by going through the accounts and negotiating with the tax authorities on our behalf. We have been using the firm since then, for over five years now. We have a strong partnership with them and they have always provided us with great solutions in terms of taxation and assisted when financing was needed. We have never had any problems with IRS in the last five years and all our returns get filed timely. The tax returns get filed months in advance of the tax filing deadline. We would recommend their tax consultancy. https://www.thumbtack.com/-Sacramento-CA/service/3458912
David B. Miami, FL 05/25/18
This is a high-class firm. My employer had received a wage garnishment order from the IRS and they were going to deduct 50% of my salary each month. This would have been financially devastating as I already have outstanding mortgage and auto loan payments to make, every month. I contacted Legacy Tax Resolution as my colleagues had told me that they were good in these types of cases. Their consultants got in touch with me and explained the whole process in detail. They are very knowledgeable and good at getting wage garnishments released. They represented me with the IRS and got installment payments spread over three years for the outstanding taxes. These guys are lifesavers. https://www.thumbtack.com/-Miami-FL/service/3451337
David W. Fresco, CA 05/25/18
This is a top tax resolution service and I can’t thank you guys enough for helping me with my taxes. The IRS had sent us a notice for over $40,000 due in taxes and we were worried sick about how we were going to pay the taxes. The specialists from Legacy Tax & Resolution Services worked with our firm for two weeks to go through our records. They created a comprehensive record of accounts and represented us with the IRS. The firm managed to knock the tax bill down to $13,166. Still a huge amount but quite manageable for our business. Their specialists are quite experienced and easy to talk with. We are extremely happy about using their services and would recommend them to others. https://www.thumbtack.com/-Fresno-CA/service/3449703
Joseph C. Bakersfield, CA 05/25/18
I run a small medical practice that makes a reasonable income, just a little over the tax bracket. When the tax season approaches every year, I am left scratching my head on where to get started and how to figure out my total taxes. Previously, I had relied on individual accountants to file my return. But I have found such services to be unreliable either in terms of speed or accuracy of the returns filed with IRS. I tried out Legacy Tax Resolution this year and I was pleasantly surprised by their wonderful and professional service. The knowledge of their consultants and open communications is very much appreciated. Their tax consultant was available to listen to my concerns and suggested ways to save on my total tax liability. I am quite satisfied and would use them again next year. https://www.thumbtack.com/-Bakersfield-CA/service/3437978
James F. Las Vegas, NV 05/25/18
We are a small office supplies company and used Legacy Tax Resolution to do our taxes this past April. It was a good experience overall and everything was files in a smooth manner. Everyone from their receptionist, bookkeeper and tax preparer was extremely professional. We really appreciate when our tax consultant speaks with us to explain everything in detail. Their experts gave us the outcome and how we can reduce our tax obligation in a legal and compliant manner. We believe that using their service actually saved our business money and we would work with them again next year. https://www.thumbtack.com/-Las-Vegas-NV/service/3400479
Kevin G. Dallas, TX 05/24/18
I was first approached by the IRS in 2015 when they told me I had problems with my accounting procedures and missing income on the books. The tax officer didn’t bother to tell me what I could to do improve things but handed me a notice for missing tax. I was quite worried and got in touch with Legacy Tax Resolution Services through a business associate who had worked with them before. Their auditors looked at my books of accounting records and identified that the problem was due to missing records of expenses that I had recorded incorrectly. They assisted me in lodging a successful appeal against the tax penalty and I was quite relieved when it was refunded. I have been using their tax services since then and happy with the service. https://www.thumbtack.com/-Dallas-TX/service/3399273
Jerry D. Chicago, IL 05/24/18
I first got in touch with Legacy Tax Resolution while I was working for a retail store as a manager. My employer had messed up my taxes and charged incorrect rates on my salary which got the IRS on my back. An IRS agent visited my store and asked all sorts of questions about my terms of employment and salary. At the end, I was informed that I owed the government additional taxes worth $6,607 as my employer had not filed accurate forms. Not paying the taxes would result in IRS action and I may even face penalties. It was an unnerving experience at best and quite frightening for me. That is when I contacted Legacy Tax & Resolution Services and they agreed to go through my salary record with the employer. They contacted IRS on my behalf and negotiated the taxes which were brought down to a little over a thousand dollars. They are very dependable. https://www.thumbtack.com/-Chicago-IL/service/3400361
Lyman C. Boston, MA 05/24/18
We have a small retail business in the sports industry and were facing a government audit because the IRS suspected we had not been paying the full taxes for the last seven years. It was quite stressful as the IRS wanted to charge us more than $78,516 which would have been a complete nightmare to pay off. We contacted Legacy Tax Resolution to represent us and they prepared a really strong case. They went through our entire books in three days and calculated the exact tax liability which was significantly lower than what the tax authorities were trying to charge us. They helped prepare our filing returns and stayed with us every step of the way, until the clearance of the tax obligation. We are really grateful for all your help guys. https://www.thumbtack.com/-Boston-MA/service/3400296
Chad G. Atlanta, GA 05/24/18
We run a small catering service business and provide food for small parties, birthdays and other occasions. We had never filed tax returns because we didn’t think our business made enough money to be taxed. A couple of agents from the IRS showed up at our home last month and handed us a notice for unpaid taxes. They also said that we had a month to pay the taxes or we would face consequences, including penalties and imprisonment. Quite, alarmed by all this we contacted Legacy Tax & Resolution Services and they agreed to go through our records and file the back tax returns. They worked really hard over the 3 weeks and filed the returns with the IRS, lowering our taxes from $83,516 to $4,594. They also negotiated payment to be spread over the next three years, which was accepted by the IRS. We are really happy with their service and would recommend Legacy Tax & Resolution Services to other small businesses that haven’t filed their tax returns. https://www.thumbtack.com/-Atlanta-GA/service/3400345
Dwayne L. San Francisco, CA 05/23/18
I really wanted to thank you guys and let you know how much I appreciate all of your help. I had received a notice from the IRS which stated that I owed the government more than $25,000 in back taxes. This was quite shocking and I knew it must be a mistake because most of my taxes get deducted by the employer and I don’t make more than $50,000 per year. You guys really came through in the way you handled the IRS and helped keep them off my back. In the end I had to pay a little over $2,000 for perks and benefits received from employer but the taxes were no way near as high as the IRS made them out to be. 5 star auditing service. https://www.thumbtack.com/-San-Francisco-CA/service/3400278
Randell H. San Antonio, TX 05/22/18
I run a small restaurant, which makes a decent income but nothing great. Always made sure that my taxes were paid in full and I was covered. This is why I was shocked when I received a notice of intent to levy which said that I had outstanding taxes for more than three years. I had previously worked with Legacy Tax for their accounting services when I first started my restaurant, so I contacted them again to find out if they would help. They looked at the notice and checked my accounts and concluded that the problems were due to the payroll which was one of the biggest expenses for my business. They audited and prepared my financial statement and submitted them to the IRS. We did owe a small amount in back taxes for one year but nothing as grand as what the IRS notice suggested. The taxes were cleared and I breathed a sigh of relief. Great work. https://www.thumbtack.com/-San-Antonio-TX/service/3399945
Edwardo W. San Diego, CA 05/22/18
I run a small retail shop and couldn’t file the tax returns for 2016. The IRS agents visited my store and claimed that I owed the government taxes worth more than $30,000. They also issued me a notice of 30 days for payment of the dues. This was a very shocking experience for me as there was no way I could pay that much in taxes on such short term notice. One of my store’s regular customers worked for Legacy Tax Resolution and he recommended using their service. Their auditors examined the complete record of my books and they negotiated with the IRS. They were able to get the taxes reduced to $8,000, which is a lot more manageable. I am very thankful for their help. https://www.thumbtack.com/-San-Diego-CA/service/3400263
Stephan and his staff are great! They helped me with a difficult tax issue, corrected old tax returns and have prepared annual tax returns for several years. They are great at following up and answer questions quickly and accurately. I recommend them highly.
Legacy tax and resolution services is a great place to do your taxes and resolves any issues with your taxes that you might have....I would highly recommend them for all your tax needs!
No mistakes
No audits
I have used this service for over 20 years
Ken
Glendale
No one knows more about Taxes than Stephan. I wouldn't go anywhere else for my taxes!
Stephan is easy to work with, and always available to give advice and answer questions.
He makes sure that he is always up to date with changes in the tax laws and provides this information to everyone. There is a monthly newsletter filled with important information and suggests. No one better. Exceptional
James and Marjorie Mead
I've been with Stephan since his infancy days back in the 90's somewhere. He has never failed to do an excellent job for me, literally setting up my system and keeping it up to date.
Stephan and his team are top notch! Very through and professional and they don't miss a thing(or deduction). I recommend them to all my clients and friends because I know they will all receive the same great service I do!
If you ever have any tax problems please contact Legacy Tax Resolution Services they are very knowledgeable and patient and assisted me every step of the way. They are the best in the business. Julie was the most pleasant and respectable person to deal with on the day to day keeping me posted of every update either it be minor or major she was always a phone call away and Stephan was the Brains and Muscle that I needed to resolve my tax debt and seek resolution you will never have to find anyone after coming to Legacy, they have earned a customer for life!!!!!.
Stanley Emmerson
This is a great organization. Professional but friendly. Expect honesty and excellent results.
I highly recommend the services of Stephan Brewer and his team of professionals at Legacy Tax and Resolution to anyone seeking tax relief assistance. I've been fighting a losing battle since 2009 with the IRS and I found this company in January 2016. The hours of time and dedication to resolve my issues were worth every dime I spent to now proudly say I am starting 2017 on a clean slate with both IRS and state taxes..
Stephan has been doing my tax returns for about five years now and has saved me a ton of money! Highly recommend him!
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can you trust with all of the various services promising to solve your problem for pennies on the dollar? Stephan and the team at Legacy Tax & Resolution have not only worked to get me once again in Uncle Sam's good graces, but have also professionally put me and my businesses in a setting where I can stay out of the dog house moving forward. If you have any IRS issue, Legacy is worth every penny, because the peace of mind is priceless.
Stephan and his group of professionals at Legacy are a superior organization. I had been battling a, what seemed to be, unsolvable tax issue for 12 years. I seemed to be in a vortex of do nothing. In the beginning my CPA had referred me to quote "a very prominent" tax attorney. All he did was drag me up the appeals process until I was unable to afford his $450 per hour, and there I sat. All had wanted in the beginning some 12+ years ago was a plan to repay. I had given up, resigned that I would live on a basis of little credit and the prospects to drive my business forward to great success was gone. On a whim, I saw one of Legacy's social media ads, saw that they were local and decided to call. What did I have to lose? After review of my situation which included my ex-wife, Stephan thought there was hope. So Stephan, and my awesome and patient point of contact, Julie Cole, put together the package along with my ex-wife for her side. I remember breaking down in a parking lot when Julie called and said they have worked out an offer. An offer I could not have ever believed would come to pass. They also settled my ex's side and now life has been restored to me financially as well as giving me peace of mind. Legacy did not stop with the signing of the settlement. Julie continued to follow up with a few minor errors that the IRS had with the settlement and continued to keep me apprised until all were resolved. Like many transactions, there are twists and turns with the IRS, but Legacy know how to professionally navigate through and bring success. I would highly recommend Stephan, Julie and the whole team at Legacy..
I have worked with Legacy Tax and resolution services for over two years and Stephan Brewer and his team are the consummate professionals. Always attentive and quick to answer my questions and help me with my problems! I recommend Legacy to anyone looking to get their problems solved.
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can you trust with all of the various services promising to solve your problem for pennies on the dollar? Stephan and the team at Legacy Tax & Resolution have not only worked to get me once again in Uncle Sam's good graces, but have also professionally put me and my businesses in a setting where I can stay out of the dog house moving forward. If you have any IRS issue, Legacy is worth every penny, because the peace of mind is priceless.
I have been using Stephan Brewer, CPA and Legacy Tax & Resolution Services for over 10 years. Stephan is an amazing CPA, he has a good understanding of our business and work with us to prepare our Annual Financial Statements and Corporate Tax Returns as well as my personal tax returns each year. He always meets our strict deadlines to submit financials for our annual school license renewal and prepares the financials in the format that acceptable to Department of Education which is not an easy task. His fees are reasonable and he is always available to discuss any of our questions or concerns. Based on my 10 years of experience with Stephan, I would definitely give him five stars and highly recommend him.
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can you trust with all of the various services promising to solve your problem for pennies on the dollar? Stephan and the team at Legacy Tax & Resolution have not only worked to get me once again in Uncle Sam's good graces, but have also professionally put me and my businesses in a setting where I can stay out of the dog house moving forward. If you have any IRS issue, Legacy is worth every penny, because the peace of mind is priceless.
If you ever have any tax problems please contact Legacy Tax Resolution Services they are very knowledgeable and patient and assisted me every step of the way. They are the best in the business. Julie was the most pleasant and respectable person to deal with on the day to day keeping me posted of every update either it be minor or major she was always a phone call away and Stephan was the Brains and Muscle that I needed to resolve my tax debt and seek resolution you will never have to find anyone after coming to Legacy, they have earned a customer for life!!!!!.
Stanley Emmerson
In the course of dealing with unusually complicated and potentially expensive tax issues, Stephan was the one tax professional of several I contacted who gave straight answers to my questions and was willing and able to help with complex reporting requirements that other tax professionals would not. Stephan and his team have done a great job on my taxes this year and saved me money and a lot of stress. He is a great communicator, easy to work with, very thorough, follows up, always available for consultations and runs an excellent service. Highly recommended and will use his service again.
Michael and Charlesa Determan (Offer In Compromise, Back Tax Returns)- Tucson, AZ 03-22-2016
My experience with Legacy Tax has been awesome. Everything was explained in such a manner that I understood. I always heard back from the staff within 24 hours. The people were always very pleasant and easy to talk to. Legacy went above and beyond and was able to get my tax debt from $70,564.09 to $12,708.00.
Karen Simms (Existing Client, Business owner)- Gilbert, AZ- 10-28-2015
Working with Stephan Brewer and his team was truly a pleasure and I would highly recommend them to friends and colleagues in need of tax services. The process was simple, straightforward and all my questions were answered clearly and quickly. I felt confident with the level of expertise and security throughout the engagement and look forward to next year’s tax season!
I received a refund! This is a first for me. I have always paid more than what I felt due.
I found it particularly easy to provide the necessary documents to complete the returns by uploading them to their portal. I found it quick and easy because I could use the system 24/7. This made it easy to upload after daily working hours and I was able to see what I had already uploaded, thereby avoiding duplications.
Jackie Higgins (Business Owner, Client) 10-07-2015
Stephan is one of those rare individuals who is a true expert in his field. He possess in depth, extraordinary knowledge of the tax laws. I highly recommend him. Follow his posts and you will see how extensive his understanding of tax laws are!
Kyle Newman. (client) Phoenix, AZ- 09-26-2015
I’m extremely grateful to have received a referral to Legacy Tax Resolution Services! I’m so impressed with the firm’s knowledge and helpful attitude, I will definitely be a lifelong client!
I originally went to speak to a CPA about my 2015 taxes. Right away the CPA noticed the structure of my PLLC was not to my best benefit and helped me reorganize the structure. In addition, the CPA reviewed my tax return from the prior year and was able to save me OVER $10,000 by amending my tax return to reflect the accurate expenses I had incurred. I’m so excited to be receiving the money back from the IRS, and it would not have happened without Legacy Tax Resolution Services help!
The two biggest values I have received are knowledge and service. It’s evident that the client comes first at Legacy Tax Resolution Services. All of my questions were answered and suggestions were made to me that I would not have even thought to ask about. Quality service is hard to come by, and since it is all I have experienced with my CPA, I won’t be filing my taxes anywhere else in the future.
What Stephan was able to accomplish on my behalf is unbelievable. I was at the appeals process with the IRS, there was nothing left but court after the appeal. It had been determined that I was a responsible party of non payment of employee payroll taxes that my former employer did not pay. This nightmare has been going on for over a year and a half and it is finally over.
Stephan took my case personally. He knew that the law that the IRS was using to hold me responsible was written unfairly and he told me so. He was very, very sympathetic towards me. He knew that I was emotionally spent and listened to me cry while I babbled on to him about how this has affected my sleep, my work and even my marriage. He made it clear that I did not have to be involved in the appeal, he would handle everything for me.
Stephan and his team did exactly what he told me he was going to do from start to finish. I thought his fees were very fair. I could not recommend him enough. I have been released from the liability and I'm confident that had he not pursued my case so aggressively, the outcome could have very easily been different.
Stephan....thank you so much!!!.
Raymond Maiorana (client)
Raymond hired you as a Accountant in 2001 and hired you more than once
Top qualities:Personable, Good Value, High Integrity
“I hired Legacy Financial to do my business taxes and personal taxes. Legacy does an excellent job and always found things that would save money on both the business and personal taxes. They sat current on the laws and always deliver on time.”January 31, 2010
Dick Schaefer (client)
Dick hired you as a Accountant in 2000 and hired you more than once
Top qualities:Great Results, Personable, Expert
“Stephan has been preparing our taxes for 10 years and we trust him implicitly. We are self employed and have a number of rental properties which complicates our returns and calls for a number of additional schedules. Stephan successfully guides us through this maze every year.”February 7, 2010
Frank Huang (client)
Frank hired you as a Accountant in 2005 and hired you more than once
Top qualities:Great Results, Expert, High Integrity
“Stephan has a good knowledge of Fed, AZ, and CA tax laws. Without him, I would have missed out on several tax deductions. He has also helped me resolve tax issues related to my wife's business. He has provided excellent value in his services.”March 5, 2010
Kailash Bhatt (client)
Kailash hired you as a Accountant in 2005 and hired you more than once
Top qualities:Expert, Good Value, Creative
“Stephan has been my CPA for more than 5 years. I have recommended him to many of my friends and they reported to me that he is great CPA. Please utilize him, if needed.”July 14, 2010
Carlos Reeberg (client)
Carlos hired you as a Accountant in 2001
Top qualities:Great Results, Expert, Good Value
“I have known Stephan Brewer for 9 years. Stephan Brewer is an excellent accountant who is providing his services at very reasonable fees. I can highly recommend him for all accountant needs.”February 1, 2010
GARY TENNANT, OWNER, AZ'S PRIVATE COACH LIMOS.COM (business partner)
was with another company when working with you
“FOLKS LET ME SAY ONE LINE THIS IS A MAN WHO IS DETAILED AND KEEPS MAKING THE RIGHT CHOOSES TO GET THE RIGHT END RESULT...SO USE HIS SERVICE LIKE NO OTHER AND TELL EVERYONE THAT YOU KNOW ABOUT HIM AND MY SEDAN LIMO SERVICEAS I CAN SEE MAYBE THAT WE CAN WORK ON THAT IN THE FUTHER...GARY TENNANT OWNER OF AZ'S PRIVATE COACH LIMOS.COM THE COMPANY THAT GIVES FREE RIDES TO ALL MILITARY PERSONAL WITH YOUR HELP...”January 31, 2010
Curtis Fiedler PLLC, Realtor (client)
Curtis hired you as a Accountant in 2009
Top qualities:Great Results, Personable, High Integrity
“I first met Stephan at a Rooftop investors (real estate) meeting in 2008. Brett Young, Rooftop's founder, used him as his accountant and recommended him to me. Stephan is great to work with: friendly, honest, professional, a real estate investor, and a VERY good accountant. He did a great job on my personal and business 2008 tax returns (obtaining a large refund). He was even able to amend my 2007 return (items my prior CPA missed) and get a refund. If you are in need of a great CPA, I would highly recommend him. Curtis Fiedler Curtis Fiedler PLLC, Realtor Theos LLC, President”February 1, 2010
Tim Anastassatos D.M.D. (client)
Tim hired you as a Accountant in 2009
Top qualities:Expert, Good Value, High Integrity
“Stephan has done an audit on past 3 year returns, finding numerous errors. The results were a nice refund! He now handles all my tax needs, and financial questions. I highly recommend Stephan to all my friends and family.”February 1, 2010
Naidu Katuri (client)
Naidu hired you as a Accountant in 2007
Top qualities:Personable, Good Value, High Integrity
“Stephan is honest, personable and easy to work. He is creative, dependable and sincere with his professional commitments. He consistently demonstrated his knowledge and keeps current with the subject the matter.”January 27, 2010
Amrish Mathur (client)
Amrish hired you as a Accountant in 2005
Top qualities:Personable, Expert, Good Value
“Stephan is a true professional who understands accounting and tax matters in depth and provides excellent service at competitive rates. I would highly recommend Stephan.”June 19, 2011
Joe hired you as a Accountant in 2001
Top qualities:Personable, Expert, High Integrity
“Stephen has worked on both personal and business projects from tax planning to accounting for my businesses. Stephan has always exceeded my expectations in the work he has performed for me and this is why I am pleased to recommend him as a reliable professional in the financial and tax services category.”November 16, 2011
Bob Laird- 2011
Robert Laird, Associate Broker-Investment Specialist, REALTY ONE GROUP (business partner)
was with another company when working with you
“I highly endorse Stephan who has helped many over the years with his sophisticated expertise in the field of prudent tax planning.”November 16, 2011