Legacy Tax & Resolution Services

We assess your needs in tiers of for specialty services: Tax Preparation/ Planning, Tax Resolution, Ancillary Services (accounting, payroll, entity planning), and Debt Resolution (we work with 3 different high-level firms within this specialty). 

Within each specialty, we start our client stress-reduction process by: 

Discover what needs to be done by determining the problem, which includes contacting the any outside agencies, gathering materials, and strategy looking at the big picture. 

We then determine and suggest a solution and give a plan of action and the flat rate. No surprises. 

Implement the solution and reduce your stress! 

Our founder, Stephan Brewer is a Certified Public Accountant (CPA) and Certified Tax Resolution Specialist (CTRS) through the American Society of Tax Problem Solvers. He is also a Fellow through the National Tax Professionals Institute and received his Juris Scientiae Magister from Thomas Jefferson School of Law. We look for the same high standards of excellence in our hiring practices.

Legacy Tax Services will provide you with a fixed, competitive flat rate based on your needs. We will never change the flat fee or provide hidden ones. We believe in transparently giving you upfront pricing that can help you make an informed decision. We are in the stress reduction business and believe firmly in not adding stress where you already have it!

Helping people reduce their stress through tax preparation/planning, tax resolution, consumer debt settlement, profit maximization (coaching) and our other ancillary services gave us personal satisfaction. We love what we do in solve tax problems and providing debt resolution, and we’re proud to declare that we’re in the stress reduction business!

We’ve worked with everyone who finds themselves stressed out from taxes, debt, and the likes. We mean it when we say we’re in the stress reduction business; we love helping people exactly like you reduce their stress!

In a recent action for a couple in Arizona, we were able to obtain an Offer In Compromise by reduced their tax debt by over 306K! The process took about 8 months but by the end, we were so happy to have been able to help them. 

Start by knowing what you want by clearly defining your needs and what you’re looking for in a firm to help satisfy them. 

Legacy Tax & Resolution Services has a free worksheet on our website you can use to aid you in this process: 

What questions should customers think through before talking to professionals about their project?

In our opinion, your decision should be based upon the following criteria:

1. Check the rating with the Better Business Bureau - The BBB rates firms from A+ to F. 

2. Check their BBB Accreditation - Tax Resolution firms should be accredited with the Better Business Bureau. Accreditation with the BBB means the BBB has determined that the business meets accreditation standards, which includes a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance. (Click the Rating Matrix Column to see the BBB page) 

3. Check the number of complaints with the Better Business Bureau and how they were resolved.

4. Check that the firm discloses the ownership structure. 

5. Check that the firm provides other services you may need.

Legacy Tax & Resolution Services can provide you with all of the above. We are a premiere tax, debt relief and ancillary services company with over 20 years’ experience with client stress reduction. We have the expertise to handle what is stressing you out and at a transparent, competitive price, and with exemplary customer service. Allow us to earn your business today by contacting us. It would be our pleasure to serve you!

Know your needs in advance of the first conversation with a prospective provider and understanding your budget for those needs.   That way you do not get talked into services that you do not need or are outside of your budget.