Legacy Tax Financial Services
Money Problems Solved Better
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Leave the rest to us.
Schedule a Consultation

Always On Time

We respect your time and meet all deadlines precisely. Our team ensures timely completion of all financial tasks and tax filings. You receive reliable, punctual service every time.

Hard Working

Our dedicated professionals analyze every financial detail thoroughly and explore all available options diligently. We work tirelessly to maximize your benefits and minimize liabilities, delivering exceptional results through persistent effort and attention to detail.

Flexible Availability

We adapt to your schedule with evening, weekend, and remote consultation options. Financial support is available when you need it, accommodating your busy lifestyle and business hours seamlessly.
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SSL Encrypted & Secure
IRS Authorized e-File Provider
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100% Virtual Capable
Fast Refund Options
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Data Protection Compliance
WHAT WE OFFER

Comprehensive Tax Services

From personal returns to small business taxes, we handle it all with precision and care.

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Personal Tax Preparation

Accurate, thorough preparation of your individual federal and state tax returns with maximum refund in mind.

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Self-Employed / 1099 Filing

Specialized filing for freelancers, contractors, and gig workers including Schedule C and deductions.

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Small Business Taxes

Full-service tax preparation for LLCs, S-Corps, and sole proprietors. Keep more of what you earn.

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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.

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Refund Advance Options

Access a portion of your anticipated refund quickly through approved partner bank products.

SIMPLE PROCESS

From Appointment to Refund

We've made tax prep as easy and secure as possible — start to finish.

1

Schedule

Book a virtual, phone, or drop-off appointment online at your convenience.

2

Upload

Securely submit all tax documents through our encrypted portal.

3

Prepare

Our professionals prepare your return accurately and thoroughly.

4

Review

We walk you through your completed return before filing anything.

5

e-File

We electronically file your return with the IRS for fastest processing.

6

Refund

Receive your refund directly — or explore refund advance options.

• IRS Authorized e-File Provider
Fast Accurate Secure

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

1

Book Your Appointment

Choose virtual, phone, or document drop-off.

2

Upload Your Documents

Securely submit your tax documents online.

3

Review & Approve

We prepare your return and walk you through it.

4

File & Receive Refund

We e-file and you get your refund fast.

CLIENT TESTIMONIALS

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.

MJ
Marcus J. Self-Employed Client
★★★★★

I had three years of unfiled returns. They handled everything, no judgement — just professional service. I feel so relieved to be caught up now.

TW
Tanya W. Prior Year Returns
★★★★★

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.

DR
David R. Small Business Owner

Ready to Get Your Taxes Done Right?

Book your appointment today — virtual, phone, or document drop-off available.

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