Company Market Research Report: Legacy Tax & Resolution Services, LLC
Company Overview
Name and Mission
Name: Legacy Tax & Resolution Services, LLC
Mission: To provide superior tax preparation, aggressive tax resolution representation, and business profit maximization coaching. The focus is on minimizing tax exposure, protecting assets, and optimizing deductions while ensuring compliance with IRS standards.
Founding and Founder
Founded: In 2000
Founder: Stephan H. Brewer, CPA, CTRS, JSM Tax
Key People
- Stephan H. Brewer: Founder and Certified Tax Resolution Specialist
Company Headquarters
Location: Scottsdale, AZ
Number of Employees
The data provided does not include specific information on the number of employees.
Revenue
No information is available regarding the company's revenue details.
Recognition and Awards
Awards:
- Global 100- Leading Bookkeeping Service- 2023
- The American Registry- Top Accounting Companies in the United States
- Corporate America Today- Leading Bookkeeping Service- 2023
- Tax Planning Expert of the Year- Arizona (2021)
- Various Phoenix Awards for Tax Preparation & Filing from 2014 to 2019
Known For
Legacy Tax & Resolution Services, LLC is renowned for its expertise in tax problem resolution, offering tailored strategies for managing IRS complexities such as audits, levies, and garnishments. The firm is also credited with developing comprehensive tax reduction strategies.
Products and Services
Tax Services
- Tax Preparation and Planning: Year-round tax preparation services focusing on tax reduction and audit preparation.
- Tax Problem Resolution: Includes dealing with IRS audits, levies, or garnishments, and providing strategic resolution pathways.
Business Services
- Business Profit Maximization: Coaching for improving profitability in existing business operations.
- Entity Structuring and Planning: Simplifies business filings and offers strategic guidance for new and growing businesses.
Additional Services
- Accounting and Payroll: Comprehensive accounting services to maintain compliance and accuracy.
- Virtual CFO Services: Offers strategic advice and financial oversight without needing a full-time CFO.
Recent Developments
Recent Developments in the Company
- Expansion across four states with offices in major cities such as Los Angeles, New York City, Philadelphia, and more.
- Regular enhancements and updates to service delivery protocols and digital tax tools.
New Product Launches
No specific new product launches were reported recently.
New Features Added
No information is available about newly added features to existing products or services.
Partnerships
Extensive partnerships have been developed with other CPA firms and legal advisors to offer extended services to clients facing complex issues.
Additional Highlights
Core Values
Legacy Tax adheres to a set of core values emphasizing:
- Compassion and Integrity
- Open and Honest Communication
- Professional Excellence
- Trust and Transparency
Strategic Approach
The firm emphasizes a meticulous and knowledge-oriented approach to resolving tax issues, safeguarding client interests against IRS disputes, and ensuring long-term tax compliance and financial health.
Customer Feedback
Legacy Tax & Resolution Services, LLC has received positive testimonials regarding their expertise, customer service, and effective resolution of tax issues.
Please contact Legacy Tax & Resolution Services, LLC for more detailed and personalized solutions to tax and financial management issues.
