Services

At Legacy Tax Group, we understand that each client’s tax situation is unique. Our commitment to personalized service ensures that we address the specific challenges and opportunities you face. We tailor our approach to meet diverse tax needs and offer a variety of services.

  • Individual Tax Preparation

    - Comprehensive tax return preparation for individuals
    - Strategies for maximizing deductions and credits
    - Assistance with complex tax situations, including investment income, farm taxes, rental properties, and more

  • Business Tax Services

    - Tax planning and compliance for small to mid-sized businesses
    - Entity selection guidance (LLC, S Corp, etc.) to optimize tax benefits
    - Quarterly taxes and reporting

  • Flexible Filing Options

    - Personalized in-person tax filing
    - Streamlined online tax filing for convenience
    - Taxes To Go mobile app for secure document upload

  • Convenient Refund Options

    - Fast and reliable refund advance loans
    - Quick and secure direct deposit
    - Traditional check, if preferred

  • Tax Credit Research

    - Identification of available tax credits for individuals and businesses
    - Assistance in claiming credits such as R&D, energy efficiency, and more

  • Tax Planning

    - Year-round tax planning to minimize liabilities
    - Retirement planning and strategies to reduce future tax burdens

  • Bookkeeping and Accounting

    - Monthly bookkeeping services to keep your financials organized
    - Financial statement preparation and analysis
    - Assistance with accounting software setup and training

  • Audit Protection

    - Support and assistance with audits and appeals
    - Money back guaranteed audit protection services

  • Identity Theft Protection

    - Protection from tax related identity theft