OUR SEVICES

Comprehensive Tax Solutions Tailored for You

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

We offer professional IRS audit support and full representation to help you navigate the process with clarity, confidence, and control. Whether you're facing a simple inquiry or a full-blown audit, we step in to handle communication, provide documentation, and fight for the best possible outcome.

Individual Tax Preparation

We specialize in helping individuals like you navigate the complexities of personal taxes, uncover hidden deductions, and take advantage of credits you might not even know exist. From your first tax filing to more complex returns, we’re here to help you keep more of what you’ve earned and make the process as smooth as possible.

Bookkeeping & Financial Management

Our Bookkeeping & Financial Management services are designed to keep your financials organized, transparent, and in top shape, allowing you to focus on what matters most: growing your business and securing your financial future. We’ll help you stay compliant, reduce financial stress, and make smart decisions that improve cash flow and profitability.

Self-Employed & 1099 Tax Services

As a self-employed individual or 1099 worker, your taxes are different from those with a standard W-2 job and navigating the complexities can be overwhelming. At Legacy Tax Advisors, we specialize in helping freelancers, contractors, and gig economy workers like you get the most out of your taxes while staying fully compliant with the IRS.

Small Business Tax Services

As a small business owner, you're juggling everything; sales, staffing, marketing, operations and somewhere in between taxes. We provide expert Small Business Tax Services that go beyond filing, we offer strategy, structure, and year-round support to help you keep more of what you earn and stay 100% IRS-compliant.

Estate and Trust Tax Services

Handling estate and trust taxes isn't just about compliance, it’s about preserving a legacy. We provide specialized Estate and Trust Tax Services that take the stress off your shoulders while ensuring all IRS and state requirements are met accurately and strategically. Our team helps you manage the complexities of fiduciary reporting, minimize tax liabilities, and protect assets for future generations.

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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