Legacy Tax & Resolution Services

4.8 (2)
From Portland, OR
SinceDecember, 2021

About
Legacy Tax and Resolution Services, LLC specializes in tax preparation and planning, resolving tax problems and debt, and providing additional services such as accounting, payroll, and entity structuring/planning. Our company is committed to reducing stress for our clients, and we take great satisfaction in bringing peace of mind to these areas. Continue reading to discover more about us.
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Reviews

Service as described 4.8
Communication 4.8
Punctuality 4.8
NB
When I received a collection notice from the IRS, I was stunned since my employer was paying my taxes. Despite my attempts to reach out to them, I never received a response. Dealing with the IRS can be time-consuming and frustrating, requiring a lot of patience, which unfortunately, I lack. I spoke to my company's payroll department about the situation, but they were unaware of why I had received the notice. One of my colleagues recommended Legacy Tax & Resolution Services, whom she had used to file her taxes in the past. Working with Legacy was a positive experience. They contacted the IRS and discovered that our payroll department had miscalculated the tax bracket for my income. Three other managers in the company were also affected, even though they had not received any notices from the IRS. Fortunately, our company employed Legacy to help us resolve the issue with the IRS. We agreed that the unpaid taxes would be deducted from our salaries over the next year. Overall, I am satisfied with the outcome.
December 2, 2022
JM
Stephan Brewer and his team displayed exceptional responsiveness and patience in handling all my queries and apprehensions. I had been using TurboTax for close to a decade and had been content with the outcome. However, this year, I noticed something wasn't right, despite purchasing the top product and receiving assistance from their support personnel, who claimed to be a "pro" and reviewed my tax returns. I lacked confidence in the accuracy of my taxes and thus, sought assistance from Legacy Tax. I am extremely grateful that I went with this professional group as they managed to save me almost $3,000! Moving forward, I would wholeheartedly engage the services of Legacy Tax as they guarantee their work and were able to explain difficult concepts in a comprehensible manner.
March 27, 2022
KS
Excellent
January 7, 2022