Services We Provide

Personal & Business Tax Preparation

Planning is the key to successfully and legally reducing your tax liability. At Legacy Accounting Services, we go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Such strategies help you:

  • Reduce taxes on your income so you keep more of what you make.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your estate so your family keeps more of what you’ve made.
  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Reduce taxes on your retirement distributions so you can retire in style.
  • Defer income so you can keep your money now and pay less taxes later.
  • Reduce taxes on your gifts so you can give more.
  • Tax Form
    Meeting

    Tax Planning & Advice

    At Legacy Accounting Services we make it a priority to keep up on and master the current tax laws and regulations as they are constantly changing.

    Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year. We offer professional advice on the best tax strategies for your business or individual financial situation.

    A few of the Tax Saving Strategies we use include:

  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
  • Using investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • We work for you, NOT the IRS.  Many of our clients benefit from these and other reduced tax liability strategies.  Let us help you make this possible by careful planning and using these legal  tax strategies.


    We help you set and achieve your financial goals by using tax strategies.  We want to make sure you make the most of your investments, and get you on the right track to saving your money.

    We also offer help with Estate Planning, including:

  • Family partnerships and other business relationships
  • Preparation for estate and trust tax problems
  • Leaving money to charities
  • Business Set Up (LLC, S-Corp, etc.)

    Thinking of owning your own business?  Opening your own business is exciting and thrilling.  It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.  A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.  Success lies in the approach your choose to take. As a small business owner, you have a lot of responsibilities.  We can help alleviate some of the stress and avoid the common pitfalls.

    We can make this a breeze!.  Business formation requires paperwork, legal documentation and more.  Navigating this process can be a little tricky.  Incomplete or incorrect forms can lead to delays in LLC formation.  

    We help you:

  • Reduce taxes on your income so you keep more of what you make.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your estate so your family keeps more of what you’ve made.
  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Reduce taxes on your retirement distributions so you can retire in style.
  • Defer income so you can keep your money now and pay less taxes later.
  • Reduce taxes on your gifts so you can give more.
  • Do Something Great
    Paperwork

    Business Bookkeeping & Accounting (P&Ls, Balance Sheets, etc.)

    Each month or quarter, we will do the following for your business:

  • Generate a balance sheet. This gives you a snapshot of your business’ financial condition at a specific moment to help make any changes you want/need to make.
  • Generate an income statement. This tracks revenues and expenses so that you can determine the operating performance as well as determine where you are over budget or under budget. It also tracks increases in product returns or cost of goods sold as a percentage of sales.  It determines your income tax liability.
  • Reconcile your bank account.  This allows us to keep your bank account, accounting, and taxes up-to-date.  This will help identify lost checks, lost deposits and unauthorized wire transactions as well as know  how  your business is financially doing and manage your cash more effectively.
  • Clean up your general ledger. The core of your business’ financial records.  Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books. By allowing us to review this each month for you we can hunt down any discrepancies such as double billings or any unrecorded payments.  Then we will fix the discrepancies so your books are always accurate.
  • Proved unlimited consultations
  • These are the foundation of your small business accounting.  You can customize the services you need and don’t need.  You can also add payroll, tax planning, tax preparation, or any of our other services.

    Automated Payroll Services

    When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for small business owners. We offer payroll solutions to meet your business’ needs and enable you to spend time doing what you do best– running your company.

    Services include:

  • We enter your employee’s hours and earnings securely online
  • You then can instantly print payroll checks on your own printer
  • Get free direct deposit
  • Worry free IRS and State tax reporting as well as EFTPS tax deposits
  • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms
  • Detailed reports on your employee’s vacation, sick days, and personal days accruals.
  • Creation and filing of the required new hire reports
  • Your payroll records maintained
  • Preparation/assistance with Federal and State registration forms
  • W-2, W-3 and 1099 processing
  • Check
    Pay Taxes Now

    Tax Resolution Services for Tax Issues & Unfiled Tax Returns

    It is understandable to feel overwhelmed when facing issues or disputes with the IRS.  However, taking a head-on approach to IRS problem resolution is critical to ensure all deadlines are met and the issue is resolved correctly.


    We are here to help you through this process.  The IRS administers and enforces tax laws. While most businesses and individuals strive to adhere to all tax laws and pay the appropriate amount of taxes on time, it’s easy to get confused.

    Common Problens with the IRS include:

  • Audits: Complying with an IRS audit can be time-consuming without help and some people end up with a hefty fine because of misinformation about their rights.  
  • Payroll Tax Problems:  Failing to pay payroll taxes, missing the deadline to file payroll tax returns, or encountering other issues with payroll tax can result in serious consequences from the IRS.
  • Non-filed Returns: Failing to file tax returns can result in jail time.  While you may be responsible for paying interest and penalties on late returns, working to comply is in your best interest.  We can help protect your freedom and assets.
  • Wage garnishments and payment plans: Wage garnishments can easily sneak up on people and take a huge financial toll that feels endless.  Fortunately, we can help negotiate a payment plan to alleviate the burden of wage garnishments.
  • Bankruptcy:  There are deep misunderstandings concerning bankruptcy and when it is the right solution for a business or individual.  We can hlp determine whether you qualify and if it’s the right choice for you.
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