Tax Services

We’ll be with you every step of the way. Our goal is to develop a customized plan with a tax-saving strategy that is perfect for you!

Through comprehensive tax planning we can help you achieve your tax goals. We will tailor a solution for your unique needs. Whether you’re an individual, small business, or a corporation.

Answering Questions

If you have any tax-related questions, we’re here to help. If you’re not sure about a 1040 vs. 1099, or what the laws say about remote working from state to state, we can help you. Get in touch with the Tax Legacy Advisors team. We will answer your questions about filing taxes and how to optimize your returns. Not to mention how much easier it is for you if you have a certified expert helping you through everything. That’s why we offer individualized tax returns.

Individualized Tax Return

We offer you peace of mind through our individualized tax return preparation services. Be at ease knowing that your tax return is in capable hands. We commit to staying up to date on the changing tax laws. 

Here at Tax Legacy Advisors, our commitment is to minimize your tax liabilities and maximize your future opportunities. We remain in full compliance with IRS statutes.

Tax Legacy Advisors’ duty is to reduce your tax liability while maximizing your future opportunities. To help with the process, we offer a secure portal. There you can complete the organizer and submit pertinent documents such as:

• W2
• 1099
• Social Security card
• Driver’s License
• Bank Statement
• etc.