Professional Tax Preparation You Can Trust
Virtual appointments, secure document upload, and refund advance options — all from the comfort of your home.
How It Works
Book Your Appointment
Choose virtual, phone, or document drop-off.
Upload Your Documents
Securely submit your tax documents online.
Review & Approve
We prepare your return and walk you through it.
File & Receive Refund
We e-file and you get your refund fast.
Comprehensive Tax Services
From personal returns to small business taxes, we handle it all with precision and care.
Personal Tax Preparation
Accurate, thorough preparation of your individual federal and state tax returns with maximum refund in mind.
Self-Employed / 1099 Filing
Specialized filing for freelancers, contractors, and gig workers including Schedule C and deductions.
Small Business Taxes
Full-service tax preparation for LLCs, S-Corps, and sole proprietors. Keep more of what you earn.
Prior Year Returns
Behind on taxes? We can prepare and file returns for prior years and help you stay compliant.
Amended Returns
If something was filed incorrectly, we submit a 1040-X to correct errors and recover missed refunds.
Refund Advance Options
Access a portion of your anticipated refund quickly through approved partner bank products.
From Appointment to Refund
We've made tax prep as easy and secure as possible — start to finish.
Schedule
Book a virtual, phone, or drop-off appointment online at your convenience.
Upload
Securely submit all tax documents through our encrypted portal.
Prepare
Our professionals prepare your return accurately and thoroughly.
Review
We walk you through your completed return before filing anything.
e-File
We electronically file your return with the IRS for fastest processing.
Refund
Receive your refund directly — or explore refund advance options.
What Our Clients Say
Legacy Tax made filing so easy. I uploaded my documents, had a virtual appointment, and my refund was processed quickly. Incredibly professional.
I had three years of unfiled returns. They handled everything, no judgement — just professional service. I feel so relieved to be caught up now.
The secure upload portal was easy to use and the team found deductions I didn’t even know I qualified for. Highly recommend for small business owners.
Ready to Get Your Taxes Done Right?
Book your appointment today — virtual, phone, or document drop-off available.