Legacy Tax & Resolution Services

Legacy Tax & Resolution Services

5.0
22 employees
23 years in business

About this pro

At Legacy Tax & Resolution Services, we do four things extremely well...

Tax Preparation/Planning/Accounting
Tax Resolution/Mitigation
Debt Settlement/Credit Repair,
Client Business Profit Maximization/Coaching

✓ Proactive Tax Planning
✓ Slash your tax bill by 5-35%
✓ 100% legal tax planning strategies
✓ Audit proof your business
✓ Profit Maximization/Planning/Exit Strategies
✓ Tax Problem Resolution

PROACTIVE TAX PLANNING: For over 16 years we have been providing proactive tax planning services to doctors, lawyers, dentists, contractors, entrepreneurs and small business owners. We help plan and execute 100% legal tax planning strategies that will help reduce your tax bill by 5-35%

AUDIT PROOF YOUR BUSINESS: Einstein once said "the hardest thing in the world to understand is Income Taxes". Is it any wonder that most small business owners struggle to take advantage of every tax deduction legally possible? We help craft systems, processes and procedures that simplifies record keeping. We help you navigate the treacherous waters that are the Income Tax Code.

MAXIMIZE PROFITS AND REDUCE COSTS: Revenue is important but Profit is what matters most!. It makes no sense to mindlessly cut costs. It is very important to understand if the cost is an expense or an investment and we help you understand the relationship so you can maximize profits.

BUILD AND GROW YOUR BUSINESS: Value, much like beauty, is in the eye of the beholder. We help you build and grow your business so you can exit the business on your terms and get maximum value for your hard work.

TAX RESOLUTION SERVICES: If you are experiencing any of the following and need an experienced, Certified Tax Resolution Specialist (CTRS) to battle with the IRS or state agencies.

-Aggressive Tax Collections
-Settle or Reduce Your Tax Debt
-IRS Levies, Garnishments & Seizures
-Installment Agreement Or Other Alternatives
-Audit Representation
-Innocent Spouse
-Protect Your Rights As A Taxpayer
-Federal and State Resolution

We get to help people that are lost, stressed out, wanting to take their business to the next level.  Regardless of where you are at in life, we can help.  We find it reward and very challenging work.  The happiness that we can hear from our clients, keeps us continually trying to improve our services.

Read more about this pro


Credentials

Scottsdale, AZ 85254
Email verified
Phone verified

ReviewsWrite a review



There are no reviews yet


Photos & Videos


FAQs


What is your typical process for working with a new customer?

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! 


What education and/or training do you have that relates to your work?

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.


Do you have a standard pricing system for your service? If so, please share the details here.

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!


How did you get started doing this type of work?

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!


What types of customers have you worked with?

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!


Describe a recent project you are fond of. How long did it take?

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. 


What advice would you give a customer looking to hire a provider in your area of work?

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!


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

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.