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Preparing Today,

For Tomorrow's Legacy

OUR SERVICES

Personal Success Bundle

Everything you need to reach your goals faster.

  • Cash flow success planning

  • Preparation and Filing of your return.

  • AND MORE!

New Business 
Incubator

Everything you need-from concept to reality.

  • Discovery Session

  • Business Planning

  • Structure

  • AND MORE!

Business
Success Bundle

The financial support you need, all in one place.​

  • Business & Personal Financial Strategy

  • Custom Step-By-Step Action Planning

  • AND MORE!

Payroll
Success Bundle

Everything you need for easier employee management &
better results.

  • Intelligent Analysis

  • Payroll & Employee Management

  • Modern Payroll & HR Portal

TESTIMONIALS

"Legacy Tax Services took care of my personal return.  Terri was efficient, personable, and fun to work with."

—  Deborah  —
 

Mon-Fri: 9am-5pm  Sat.: By Appointment Only

STAY INFORMED

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