Welcome to
Legacy Tax Partners.
Our firm was established with the vision to serve our client’s needs with a holistic approach to their personal, business and family financial goals.
We will coordinate with your financial advisor's and estate planning professionals to create synergistic life plans to meet all of your goals.
Legacy Tax Partners offers superior client services and consulting to individuals, professionals and small/mid size businesses.
- Tax Preparation & Tax Planning
- Life Stage Planning (Because life happens)
- Business Tax Strategies
- Retirement Plan Analysis
- Liability Management
Legacy Tax Partners is a Member in Good Standing of the Tax Prep Back Office® service. Legacy Tax Partners uses a private and secure, IRS compliant, communications network to submit all state and federal tax work documents. Legacy Tax Partners participates in the tax return preparation process via a proprietary nationwide network of Professional CPA provided by: Tax Partners, LLC. All tax returns prepared via the Tax Partners, LLC network are prepared, signed, and submitted to the IRS by qualified professional CPAs.
Call us today - your initial consultation is free!
Legacy Tax Partners, L.L.C. all rights reserved.
