Legacy Financial Management Firm
Our Company was founded on the principles of helping everyday people leave Leagacies of their own. We assist clients in restoring their personal credit, building business credit profile, business consulting and much more. All of our credit services include a mandatory Budgeting Workshop to assist clients in becoming financially free. In addition we provide different investment opportunities to assist our clients in leaving a legacy. Lastly we assist clients in ensuring they have all the tools they need to do life.
We enjoy helping our clients turn their financial situations around through coaching, education and ultimately development. We have been in business for about 5 years and are currently assist a few local cities assist business owners with Tax Preparation and Business Operations. We pride ourselves on transparent communication with our clients and RESULTS RESULTS RESULTS!
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Frequently asked questions
What is your typical process for working with a new customer?
New Client complete must complete and intake form. Once Intake form has been recieved by the firm an agent will be assigned. The agent will then contact the potential client for a 1:1 Session. During the 1:1 Session the agent will then notify the client of what credits and deduction they qualify for. Once those have been decided, the Client will choose the option for submitting documents. Option 1 Mobile Tax App (this is a secure App) Option 2 Fax Option 3 Email. Once all documents have been recieved the agent will input the return. Afte the return has been completed the agent will reach out to the client to review the return and send electronic signature request along with an eletronic copy of the return.
What education and/or training do you have that relates to your work?
All of our agents have completed Tax preparatin training and continuing education courses. In addition each consultant has at least 15 years of consulting experience and or a Bachelor/ Master Degree.
Do you have a standard pricing system for your services? If so, please share the details here.
Our Prices are priced per form. The price for the forms vary however they are the same for every client.
How did you get started in this business?
I started in the business as a part-time Tax preparer while working as an Academic Dean for a college. I enjoyed learning and processing so much I began training others and eventually went into business for myself.
What types of customers have you worked with?
I deal with all type of cutomers. We have a variety of Small Business Owners, Governmental Agencies, Single Parents, Married Couples etc.
Describe a recent event you are fond of.
We are extremly proud to have been selected to assist the City to work hand in hand with their small business owners to improve and enhance their business.
What advice would you give a customer looking to hire a pro in your area of expertise?
Legacy Financial Management Firm is the ONLY choice. We have the passion and knowledge to assist our clients in their areas of need. We pride ourselves on delivering a great experience for our customers.
What questions should customers think through before talking to pros about their needs?
Consider and be prepared to not only talk about your needs but your expectations.