STRATEGIC TAX PLANNING

Win-Win Guarantee!

Our Strategic Tax Planning works, and we'll prove it to you! We're so sure you're going to love your Strategic Tax Savings Plan that we'll refund up to 100% of the plan's cost if we don't find savings at least equal to the purchase price of the plan.

✝ Conditions apply

Here's how our in-depth tax planning process works.

Initial Consultation

We start with a one-on-one consultation to understand your financial goals and tax situation. This helps me get a clear picture of where you stand and sets the stage for building a tailored plan that aligns with your needs.

In-Depth Financial Review

I then conduct a thorough review of your finances, analyzing income, expenses, investments, and existing tax strategies. This step reveals opportunities for savings and improvement, forming the foundation for a successful tax plan

Tailored Tax Strategy

Next, I design a personalized tax strategy that maximizes deductions, minimizes tax liabilities, and ensures compliance with the latest tax laws. My goal is to help you save as much as possible while reducing stress around tax planning.

Full Implementation

Once the strategy is crafted, I will take care of the entire implementation process. You can trust me to handle the complexities, allowing you to focus on what matters most while I execute your tax plan seamlessly.

Quarterly Reviews

I provide quarterly reviews to track progress, make adjustments, and ensure that your strategy remains effective. This proactive approach keeps you ahead of any changes and ensures that your financial plan stays on track.

Ongoing Year-Round Support

My support doesn’t stop there! I offer year-round guidance, alerting you to any tax law changes and refining your strategy as needed. With my ongoing support, you’ll always be informed and ready for any tax challenges ahead.

AND GET YOUR MONEY BACK!

WE REVIEW FOR APPROXIMATELY 1,500 TAX PLANNING OPPORTUNITIES

Below are Just a Few of the Broader Tax Recovery Opportunities That We Review

Cost
Segregation

Our Cost Segregation Specialists would identify and reclassify assets. Our results are unmatched; we typically reclassify up to 40% of our client’s assets, providing significant tax savings

Entity Structuring Review

Entity structuring analysis is the process of evaluating how an organization or business is structured. The structure a business chooses at the beginning of its existence will determine its legal obligations, tax burdens, financial operations, strategic planning, and operational processes.

Overlooked or Underutilized Deductions

Our income tax professionals review past returns, looking for missed opportunities. We have a vast database of the typical deductions broken down by industry to determine if the client utilizing ALL available deductions.

Review Accounting Methods

Federal Tax Accounting methods determine the timing of revenue, expenses, and treatment of inventory and fixed assets for tax purposes. Our income tax professionals conduct reviews of current accounting methods that can aid in planning to meet a taxpayer’s needs, whether to accelerate expenses to reduce taxable income and potentially create a net operating loss (NOL) or allow deferral of expenses in some cases where a taxpayer may wish to increase taxable income for credit utilization.

Fixed Asset vs. Repairs Review

Proper management and classification of fixed assets are critical to an organization’s tax management and compliance objectives. Improper capitalization of fixed assets can substantially negatively impact an organization’s balance sheet, resulting in missed tax savings and added compliance risks.
Our Fixed Asset Review Service provides a comprehensive analysis of fixed assets to determine current asset classifications, ascertain depreciation reported in prior tax returns, and identify potential asset reclassification to ensure every appropriate tax deduction available is claimed.

Tax Credits and Incentives Review

Our tax credit specialists will look for credits and incentives such as the Federal and State Research and Development Tax Credit (R&D), Work Opportunity Tax Credit (WOTC), Section 45L, Section 179D, Energy Investment Tax Credit, Disaster Zone Employment Retention Tax Credit, Federal and State Employment Zones Tax Credit, Differential Wages Tax Credit, FICA Tip Tax Credit, Small Employer Retirement Plans Startup Costs Tax Credit, and Small Employer Health Insurance Premiums Tax Credit. As opposed to deductions, tax credits are actual dollar-for-dollar federal and State credits available to businesses of any size. Many companies are unaware of the broad scope of activities that qualify for these credits. Evolving statutes, IRS regulations, and court cases continue to credit credit and incentive programs for an ever-widening range of qualified businesses.

Frequently Asked Questions

Why hasn't my current accountant/tax preparer created a Strategic Tax Plan for me?

Excellent question and one often asked. We can’t speak for your accountant or tax preparer, but we have found that many accountants and tax preparers are not qualified to create a Comprehensive Strategic Tax Plan; they lack the time or staff to accomplish all that is necessary to develop a Comprehensive Strategic Tax Plan, or they are simply unaware that they are not optimizing their clients’ businesses for tax savings. You may want to ask them directly why they do not offer this service..

How much can I expect to save in taxes when I get a plan?

Because everyone’s situation is unique, we can’t promise you specific savings until we review your situation. However, the following graph can give you an idea of potential savings based on your annual business revenue.

Do I need to update my plan each year?

Because you, your business, and the tax code are constantly evolving and changing, we recommend you update your plan every year. Ask your account executive about discounted rates on revised plans.

Can I get a plan to see if my accountant, preparer, CPA, friend, or family member is doing everything correctly?

Of course you can, we highly encourage it! Some of our prospective clients simply want a “second opinion” to confirm their accountant, preparer, CPA, friend, or family member isn’t missing anything. We will give you an honest opinion; you take it from there. Note: Taking the information back to the person/firm that caused you to overpay in the first place is usually counterproductive, since they likely don’t understand why they missed it in the first place.

What if I have questions about getting my Comprehensive Strategic Tax Plan?

We have a dedicated Account Executive Team that is ready to help answer your questions. You can reach us by phone, email, or text, and we’ll be happy to answer all your questions.

What happens if I do not provide Legacy Tax & Resolution Services with all of the information requested to complete my Comprehensive Strategic Tax Plan?

If we do not receive everything requested to complete your plan, our team will still build the plan based on the information you have provided (plus use our past experience with similar-sized businesses). You will then have six months to get us your complete information, at which point our team will be happy to update your plan.

Tax Planning is about reducing or avoiding taxes in the future. Can you recover taxes for overpaid past returns?

Yes, Legacy Tax & Resolution Services can also recover past taxes. Tax Recover is under a completely different yet collaborative department, and the landing page is https://www.moneybacktaxrecovery.com/

What other services do you offer?

Legacy Tax & Resolution offers the following services through separate yet collaborative departments;

Accounting/Bookkeeping
Tax Preparation (All types- business and personal
Tax Problem Resolution/Mitigation
Payroll
Entity Structuring/Planning
Virtual CFO

Will you save me money on my business taxes?

We sure hope so. Based on our internal survey, we’ve helped prospective and current business owner clients identify, on average, over $43,687/annually in missing or potential tax deductions. Your situation is unique, so we encourage you to work with a tax pro using Strategic Taxation Planning to find key areas to optimize and take every eligible deduction.

Can I get support when I need it?

Yes. You’ll get unlimited access to your accountant/preparer. We believe it’s essential for you to have year-round access to your remote accountant/preparer conveniently and easily. We have no hourly fees.

What makes Legacy Tax & Resolution different for tax preparation?

Stephan H. Brewer, our founder and Legacy, believes in a year-round, forward-preparing approach to taxation. Meeting with your tax accountant/preparer once per year is not enough to maximize your deductions.

How much does Legacy Tax cost for services?

We have an upfront pricing structure that you’ll love. We don’t “nickel and dime” you like the other guys. Just one flat yearly cost, with no hourly fees. Your price is based on your unique revenues and number of filings. Get your personalized price on your upcoming call.

Do you service my industry?

Yes. We have experience in every industry and will service your needs for the long term.

What happens if I am audited?

An audit can be a significant disruption for any business, but rest assured, you will get access to tax compliance and audit specialists who have your back. Your tax advisor can handle communicating with the IRS regarding the returns they prepared.

Do you have a guarantee?

Yes. We guarantee† we can help you find $10,000 in potential or missing deductions, or we’ll pay you $100 just for your time*. Your upcoming call will be time well spent.

*Guarantees

[1] $10,000 Guarantee Terms & Conditions: We guarantee to identify at least $10,000 in missing or potential business tax deductions you are not currently taking, or we will pay you $100. Calculation will utilize information you provide regarding your current or former tax practices. Conditions: You must (1) complete a strategy session with a Legacy Tax & Resolution Services representative, (2) complete a questionnaire, and (3) have annual business revenues of at least $25,000. If, after meeting the conditions above, we are unable to identify at least $10,000 in missing or potential tax deductions, we will deliver one Amazon® e-Gift Card valued $100. Offer valid for U.S. citizens; void where prohibited by law. If you qualify and meet the conditions above, please send a request to legal@ltaxrs.com. Offer expires Dec 31, 2025.

[2] Products and services are sold by Legacy Tax & Resolution Services LLC (“Legacy Tax & Resolution Services”), and appropriately licensed service providers fulfil professional services. Account executives, customer relationship management, and other personnel are not licensed service providers. Such personnel may assist in providing a description of products and services offered and may arrange for specific advice to be provided through consultation with appropriately licensed individuals. The information contained in this landing page is educational and not intended to provide specific or individualized legal, tax, investment, or financial advice. Legacy Tax & Resolution Services is not a financial planner, broker, investment advisor, or law firm. Legacy Tax & Resolution Services may refer you to partners who may provide professional services. Each personal financial situation is unique, and any information obtained using this landing page or its related services may not be appropriate for all individuals in all conditions. Before making any final decisions or implementing any financial strategy, consider obtaining additional information and advice from an attorney, accountant, or other financial advisors who are fully aware of individual circumstances.

[3] Maximum Refund Guarantee: If you are a Legacy Tax & Resolution Services Personal Tax customer and you receive a larger refund amount or pay a smaller tax due amount using a tax preparation method other than Legacy Tax & Resolution Services or its authorized service providers, then we will refund to you fifty percent (50%) of the applicable purchase price paid by you for the Personal Tax services you purchased. This guarantee cannot be combined with the Satisfaction Guarantee. To qualify, the larger refund or smaller tax due cannot be attributed to variations in data you provided for tax preparation or for positions taken by you or your preparer that are contrary to the law. If you received a larger refund amount or pay a smaller tax due using a tax preparation method other than Legacy Tax & Resolution Services, you must notify us within sixty (60) days of the date you filed your tax return with the following documents: (1) copy of your Legacy Tax & Resolution Services sales receipt, (2) copy of your proof of payment for another tax preparation method (if applicable), (3) copy of the printed return from the other tax preparation method, and (4) letter stating your refund or tax due amount using Legacy Tax & Resolution Services and your refund or tax due amount using another tax preparation method. Send by mail to Legacy Tax & Resolution Services, Maximum Refund Guarantee, 3961 E. Chandler Blvd #111-301, Phoenix, AZ 85048. Please use a traceable mailing method and maintain copies of submitted items for your records. Claims of non-payment will require photocopy substantiation of all the necessary items. Please allow up to six (6) weeks for processing and delivery. If, after eight (8) weeks, you have not received your refund, please get in touch with us at (855) 829-5877.

[4] Audit Response: If you receive an IRS tax notice related to the return you filed with Legacy Tax & Resolution Services’ Personal Tax preparation service, we’ll help you understand it and give you steps to take to respond, including assistance in responding on your behalf, at no additional charge. Audit Response does not include in-person audit representation. Legacy Tax & Resolution Services does not provide legal advice.

[5] 30-Day Money Back Guarantee: If within the first thirty (30) days of purchasing Personal Tax services from Legacy Tax & Resolution Services, you are not satisfied, we will refund to you the applicable purchase price paid for the services. To qualify, you must notify us within thirty (30) days of the date you purchased Personal Tax services from Legacy Tax & Resolution Services and before your tax return is prepared by Legacy Tax & Resolution Services or its authorized service providers. Send written notice to Legacy Tax & Resolution Services, 30-Day Money Back Guarantee, 3961 E. Chandler Blvd, #111-301, Phoenix, AZ. Please use a traceable mailing method and maintain copies of submitted items for your records. Claims of non-payment will require photocopy substantiation of all the necessary items. Please allow up to two (2) weeks for processing and delivery. If, after four (4) weeks, you have not received your refund, please get in touch with us at (855)-829-5877.

The information contained in this landing page is educational and intended only to assist in financial organization and decision-making – it is not intended to provide specific or individualized legal, tax, investment, or financial advice. Legacy Tax & Resolution Services is not a financial planner, broker, investment advisor, or law firm. Legacy Tax & Resolution Services may refer you to partners who may provide professional services.

Each personal financial situation is unique, and any information obtained using this website or its related services may not be appropriate for all individuals in all conditions. Before making any final decisions or implementing any financial strategy, consider obtaining additional information and advice from an attorney, accountant, or other financial advisors who are fully aware of individual circumstances.

† Guarantee conditions: (i) 100% refund if your plan doesn’t identify at least double the price of the plan for businesses 100k+ in revenues; (ii) 100% refund if your plan doesn’t identify at least the price of the plan for businesses $50-100k in revenues; (iii) businesses with less than $50k in revenues are not eligible; (iv) must complete questionnaire and provide documents within 14 days of request; and (v) schedule and keep tax plan review and strategy sessions.

Allow Us to Determine If You Have Substantial Overpaid On Taxes

AND STOP OVERPAYING

What Our Clients Say

Michael Brown

“We have been using their payroll services for years. They are reliable and efficient.”

Jane Locus

“Their tax preparation services saved us a lot of money. Highly professional and awesome people.”

Martin Frenandez

“The bookkeeping services provided by this company have been exceptional. Highly recommend!”

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IS YOUR CURRENT ACCOUNTANT/PREPARER COSTING YOU MONEY?