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Strategic Tax Planning Opportunity

 

Strategic Tax Planning

 

Tax Reduction Analysis as an ACTIVE Business Strategy!

 

As your personal wealth or business grows, it’s increasingly important to partner with an advisor with the necessary experience and expertise to effectively track, plan and manage your constantly evolving tax profile and business situation. By offering business and individual tax planning that transcends the bounds of reactive tax planning, Legacy Tax & Resolution Services protects your assets and helps you chart the path to strong, sustainable growth.  Below are links to just a few of the tax planning/strategies employed;

 

Individual Tax Planning

Business Tax Planning

 

Your strategic tax plan begins with an initial 45-minute discussion to gauge the potential planning opportunities/savings and to provide a quote for the full analysis.  At the end of this discussion you will have a preliminary savings amount from which to make a value decision, regarding the return on investment of the full diagnosis.

 

Once you agree to move forward, we will conduct a thorough diagnostic examination of the challenges and advantages that make your personal or business financial situation unique. Based on the information gathered in this initial analysis, we will develop a detailed picture of your overall financial landscape. Legacy will then create a series of comprehensive tax strategies in response, providing the valuable tax advice and planning services necessary to help protect you from potential tax controversies while taking full advantage of available opportunities.

 

 

 

 

 

 

 

We Offer Financing for Multi-Year Tax Prep Catchup Projects

 

Schedule an Initial Tax Planning (Quoting) Discussion

 

Track Your Refund

 
Track Federal Refund Check Federal Amended Return Refund

Check your State Refund

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