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.
Whether your Building Wealth, Protecting Wealth, Creating a Legacy we can help!
Legacy Tax Partners offers superior client services and consulting to individuals, professionals and small/mid size businesses.
- Estate Planning Services
- Tax Preparation & Tax Planning
- Life Stage Planning (Because life happens)
- Business Tax Strategies and implementation!
- 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!
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