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​Services Provided
  • Individual Tax Preparation
  • Corporate Tax Preparation
  • Tax Preparation Pickup 
  •  Delivery Service
  • Small Business Accounting
  • Estate 706
  • Bookkeeping
  •  K-1
  • IRS Correspondence
  • Asset Inventory
  • Cost Basis Analysis
  • Estate Administration Assistance

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With the ever-changing rules and regulations, it is now more important to make sure you have the proper tax planning in place.

Our Services
Tax Appointment Checklist
Be prepared for your appointment by gathering all of the proper documentation needed to have us quickly prepare your 2017 tax returns. Click on link above to see our checklist so you can be prepared. 

Legacy Tax Advisory Fee Schedule
Legacy provides several services for the convenience of our customers. You can review our fee schedule online to know what to expect when having us prepare your returns. Click on the link above to view our 2017 Fee schedule.      *Prices are subject to change