Taxes Made Simple,
Stress-Free, and
Profitable.
We make tax season easy, stress-free, and 100% focused
on getting YOU the best possible outcome.
Reliability
Loyalty
Experience
Support
Who We Are
About Legacy Tax Advisors, inc.
At Legacy Tax Advisors, Inc., our primary objective is to simplify the tax process. We understand that taxes can be complicated and stressful, which is why we are committed to providing reliable and accurate tax services to individuals and businesses. We aim to help our clients achieve their tax objectives while minimizing their tax liability.
We also believe in providing excellent customer service and making the tax filing experience as smooth as possible. That's why we offer multiple methods of communication for our clients to reach us, including phone calls, emails, and in-person meetings.
We also offer bookkeeping and accounting services to help keep your finances organized throughout the year. This can be especially helpful for small businesses or freelancers who may not have the time or resources to manage their own financial records
Our Services
Professional Tax Services for Stress-Free Filing
Simplify your taxes with expert support you can trust. From precise filings to tailored strategies, we’re dedicated to maximizing your returns and keeping you fully compliant.
IRS Audit Support & Representation
Professional representation and guidance in the event of an IRS audit. We manage communication with tax authorities, defend your interests, and work to achieve the best possible outcome.
Individual Tax Preparation
Accurate, efficient, and fully optimized tax filing services for individuals. We maximize eligible deductions and credits to ensure you receive the highest possible refund while maintaining complete compliance.
Bookkeeping & Financial Management
Reliable, organized bookkeeping services that ensure accuracy in your financial records — giving you clarity, compliance, and confidence when tax season arrives.
Self-Employed & 1099 Tax Services
Specialized tax preparation for freelancers, independent contractors, and gig workers. We navigate complex self-employment regulations to minimize liabilities and boost your bottom line.
Small Business Tax Services
Customized tax strategies for small businesses, including LLCs, S-Corps, and sole proprietorships. We help reduce tax burdens, enhance deductions, and keep your business financially healthy.
Estate and Trust Tax Services
We assist with estate tax planning, trust administration, and fiduciary tax compliance, ensuring that your assets are managed efficiently and in accordance with your wishes.
WHY CHOOSE US
Through our expertise, tailored strategies, and dedication to excellence, we make your tax experience seamless, stress-free, and highly rewarding.
Proven Results
Comprehensive Solutions
Continuous Support
Expertise You Can Trust
Frequently Asked Questions
How do I get started?
Simple. Click “Book a Free Consultation” and choose a time that works for you. We’ll walk you through everything, no stress, no surprises.
Who do you work with?
We serve individuals, self-employed professionals, and small business owners across various industries. Whether you're filing a simple return or managing complex finances, we tailor our services to your unique needs.
What documents do I need to get started?
We’ll provide a personalized checklist after your consultation. Generally, you’ll need income statements (like W-2s or 1099s), expense records, identification, and any relevant tax forms.
Can you help me if I haven’t filed in years?
Absolutely. We specialize in helping clients get back on track, no judgment. We’ll review your situation, organize your past returns, and work with you to resolve any issues with the IRS.
What if I get audited?
You're not alone. If you're audited, we offer full support, representation, and expert guidance. We communicate directly with the IRS on your behalf and work to protect your interests.
How much do your services cost?
Pricing varies based on the complexity of your return. We offer transparent, flat-rate packages with no hidden fees, and you'll always know the cost before we begin.
Contact Us
Ready to Streamline Your Taxes?
Let’s discuss how Legacy Tax Advisors can help you achieve your financial goals.
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