Legacy Tax and Resolution Services, headquartered in Scottsdale AZ and operating in all 50 states has grown to one of the largest firms by becoming the experts in our Core Disciplines’.
We do four things extremely well; provide superior tax preparation/planning, consumer debt settlement/credit restoration, aggressive tax resolution representation/controvercy and business profit maximization coaching.
For over 17 years we have continued to refine our skills while others are trying to be everything to everyone.
We learned a long time ago, the one stop shop philosophy does not work. The unfortunate outcome from this philosophy, most offices are generalist in a vast number of areas and an expert at none.
How Do I Know Your Accountant's One Stop Shop Is Not Working?
Because taxpayers give the IRS too much money every year? It’s true! According to a study conducted by the General Accounting Office (GAO), 2.2 million Americans overpay their income taxes to the tune of nearly $1 billion. So why do taxpayers give Uncle Sam such a hefty handout? The answer’s simple: Most folks don’t know they’re doing it and unfortunately neither do their so called tax professions
Why Did We Choose These Specific Core Disciplines?
Answer: Each provides a symbiotic relationship along the business live cycle
As a result of our continuous refinement of our core disciplines we are able provide our customers, through the world, the lowest tax rates while protection them from audit red flags, with 100% Ironclad Guarantee. How do we accomplish this;
As a tax preparation and resolution firm we are preparing taxes all year long. We are honing our tax skills 365 days of the year. In every publication we read, to each seminar or workshop we attend, our primary focus is always tax reduction for our clients.
As Tax Resolution Firm we represent clients at audit, so we are very current on the audit red flags and help our clients properly prepare their supporting documentation.
Systemized Approach to Tax Preparation/Planning As a national tax resolution firm we have a system of worksheets, questionnaires, and tools to extract every deduction possible. You will enjoy the opportunity for tax reduction typically only enjoyed by the wealth. See Tax Preparation Process, Individual Tax Planning andBusiness Tax Planning.
Informed Client Tend to be Better Clients. If you review our site, you will find that we take great pain to bring you insightful and educational content. This site is now and will continue to change to provide consumers the latest information.
As a Business Profit Maximization Coach, we are very familiar with business tax structuring and how to squeeze more profit out an existing business. Remember, except for our clients, taxes are typically the biggest expense for a business.
Business Profit Maximization Coach
Keeping your taxes as low as allowable by law, protecting your assets, and maximizing tax deductions, within IRS tax compliance is our focus. Tax professionals at Legacy Tax and Resolution Services will relieve your tax and IRS anxieties, make your case before the authorities and resolve your Tax Issues and tax debt.
We guided, support and when needed nudge our client through the tools that will show them where their systems are week and how to squeeze the most profit of their existing business. We have helped a number of companies grow from 1 and 2 owner businesses to companies with hundreds of employees making tens of millions and on occasion hundreds of millions. Sadly though, at some point you will outgrow us and we will have to hand you off to one of the big 4 or whatever it is down to now or we will need to help you through your exit strategy. The point is we enjoy helping you grow just like we have. We understand the pains because we have had them too.
Below you will find just some of the tools we will use to squeeze every dime out of your business.
Tax Resolution Representation
As an individual or business owner there is a good chance you are going to have a tax problem sometime in your life and you will want experienced, aggressive tax resolution representation to go to battle on your behalf.
In my mind it is ludicrous for other tax resolution firms to quote fees based upon a percentage of the debt owed. This in no way this reflects the actions that need to be taken to resolve the client’s problems. We structure our services in tiers. Tier one is communicating with the government agencies and an analysis of the best solution(s). Tier 2 and beyond are the recommended solutions.
We do not use Fear Techniques to Trick People
We believe in informing clients of the their options and helping them make the best decision that will solve their problem and meet their needs. Creating a false sense of urgency is just wrong!
We believe that only fair way to operate tax resolution firm is to quote a flat fee for the work that needs to be done. This allows the client to know what to expect and there are no surprises! Each client receives flat fee for the initial work and a schedule of potential future fees based other potential services needed.
We are Real People with a Desire to Make a Difference
When we interview candidates for a position, once of our principle requirements is a desire to make a true lasting difference in the lives that they touch. We celebrate with every client that has a significant tax reduction through planning or reaching a positive resolution to their tax problems.
What to expect when Resolving your IRS Tax Debt
Many of our clients who retain our tax relief services are interested in knowing two things: 1. Can you settle your tax debt for less than I owe 2. How long will this take?
Upon retaining our firm to resolve your tax issue, some of the relief will be immediate and some will be over time. It is important to keep in mind that your tax problem did not come about overnight and it will take time to resolve. The good news is that generally you won’t meet or speak with the government agency while we are representing you. An average Offer in Compromise can take anywhere from 6-12 months (and longer) depending on the amount of tax liability owed, the complexity, and your financial facts and circumstances.
Free Tax Resolution Consultation
If you have never been a client of ours, the first step is to call or come in for your confidential, no obligation, free evaluation. An experienced certified tax resolution specialist will evaluate your situation and discuss all available options for resolving your tax debt. This generally takes about 30 – 45 minutes; however, there are times where the information provided at this meeting is not sufficient to determine a course of action. It is advised to have/bring all recent Notices and correspondence from the government agencies to the meeting.
Retaining Legacy Tax and Resolution Services
At the end of your tax consultation, and if determined that you have a good case, you will be given an opportunity to retain our firm as your tax representative. You will be required to sign an Engagement Letter and make financial arrangements to order to pay for our tax help services. We will file a Power of Attorney (POA) with the IRS. This will immediately relieve of the burden of having to communicate with the government agency, from this point on, the IRS or state agency will be required to contact Legacy Tax and Resolution instead of you. If the IRS or state agency should happen to contact you, all you need to do is request that they contact our firm directly, providing them with a contact number and address. A separate Power of Attorney will be required for any state tax issue that you have retained us.
Beginning the Tax Resolution Process
At Legacy Tax and Resolution we employ a team approach of experienced tax specialists to resolve your tax problem. You will be assigned a tax case manager who is your point of contact and is in charge of your case. All of our case managers are qualified licensed tax professionals. Together we will develop a phased strategy for resolving your IRS case and will advise you on what steps to take for the most effective tax resolution. Your case manager is available directly to you by direct dial phone, e-mail, or in many cases in person.
Generally, before any negotiation or settlement is accepted by the IRS you must become a “compliant taxpayer.” Compliance means that all past due income tax returns must be prepared and filed. Compliance also requires that you be current on all your estimated income tax payments and you must be withholding at the correct rate if you are a wage earner. Your case manager is experienced in what must be done to achieve this and will advise you accordingly. If you are not able to furnish the records necessary to prepare your taxes Legacy Tax and Resolution has developed methods in accordance with IRS Regulations for completing and filing your tax return.
Lowest Hanging Fruit
We believe that one of the best ways to reduce your tax liability is to determine if the return was prepared correctly in the first place. That is why we review each year that has an outstanding balance to determine if the tax liability is the lowest legally possible. As a tax preparation/planning and tax recovery firm, this is no problem for us and is the simplest way to potentially reduce your liability.
Tax Settlement and Negotiation
We will propose a plan of tax resolution to the IRS that you can live with and see it through to acceptance. We have an excellent Tax Settlement record and pride ourselves in obtaining the lowest settlement allowed by law. Many times a proposal is not immediately accepted, through diligence, persistence and knowledge our team will provide additional information as needed and negotiate a final resolution.
Upon final resolution we will review your IRS Settlement to ensure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed to. If the IRS is unwilling to do this we will advise you as to your next options. Finally, you will be advised on what you must do in order to succeed with your resolution and avoid future tax problems.
Successful Tax resolution is a collaborative effort requiring timely communication, information, and documentation. We have achieved successful resolution in over 90% of the cases we accept. To see if you qualify take our short survey, there is no obligation and it is free. All information provided is strictly confidential.
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