Legacy Tax Services is committed to delivering customized tax planning strategies tailored to the unique needs of businesses and individuals. With a focus on competitive tax savings and comprehensive compliance, the firm employs Enrolled Agents who are authorized by the IRS to represent taxpayers.
These professionals provide expert advice, audit representation, and ongoing support to ensure clients navigate the complexities of taxation ethically and effectively, safeguarding their financial future.
Enrolled Agent team with IRS authorization
Customized tax planning strategies
Industry-specific relief programs (PPP, RRF)
Commitment to ethical representation and continuing education
Services
Executive Packages
Monthly tax planning packages designed to give businesses a competitive edge by significantly reducing tax liabilities through comprehensive analysis of tax situations, goals, and future plans.
Customized tax strategiesCompetitive advantage through tax savingsOngoing monthly support
Paycheck Protection Program
Assistance in processing and maximizing relief funds for businesses impacted by the Paycheck Protection Program, with over $4M in funds delivered to clients.
Expert guidance on PPP applicationsMaximization of relief fundsOngoing support for loan forgiveness
Restaurant Revitalization Fund
Specialized support for restaurants to access and optimize funds from the Restaurant Revitalization Fund, tailored to the unique financial needs of the hospitality industry.
Targeted application assistanceMaximization of RRF benefitsOngoing financial advisory
Credentials & Certifications
Enrolled Agent (EA) designation
Since varies by individual
Reviews
Rating
4.3
★★★★☆
Reviews
6
Frequently Asked Questions
What is an “Enrolled Agent”? +
An Enrolled Agent (EA) is a tax practitioner authorized by the IRS to represent taxpayers. EAs have passed a rigorous examination covering all areas of taxation and are required to complete continuing education to maintain their status, ensuring they remain knowledgeable about the latest tax laws and regulations.
What is the difference between tax preparation and tax planning? +
Tax preparation involves filing tax returns accurately and on time, while tax planning is a proactive strategy to minimize tax liabilities and optimize financial outcomes throughout the year. Legacy Tax Services offers both to ensure comprehensive tax management for clients.
4.3
