Simone is incredible, knowledgeable, and patient. I was so nervous filing taxes for the first time, but Simone was non-judgemental, kind, and broke down what I needed to do in... read more a very accessible way. I felt like I knew what was going on at all points of the process, and so appreciated her transparency. Anyone would be lucky to hire her and I can't recommend her services enough!

Simone is amazing!

Simone went over and beyond to assist me with my tax needs! JOB WELL DONE!

Simone was incredible, let's just start there. Taxes are a scary topic for most of us and it stems from limited purview over implications of financial decision-making. So my approach... read more to working with Simone was to ensure I communicated my desire to learn. Thankfully it aligned with her working style. Simone thoroughly explained topics I previously viewed as complex and pretentious. She made these concepts easily digestible while demonstrating a breadth of patience. As Simone asked pertinent questions throughout our discussions, it expanded my overall perception of taxes—it empowered me. I quickly learned that tax filing season is not the only time you need to be having these discussions. It's imperative to have a tax planning session in order to set yourself up for success for the ensuing filing season. Thanks to Simone, I feel completely competent on my unique tax framework and ready to work with her again next year!

This is the first time I have used professional support to file my taxes, and it was worth it. I had several factors that made my taxes complicated and dense... read more (new jobs, independent contracting, etc.). Simone, the lead at Legacy First Financial, was amazing and and so helpful. The online system made scheduling and communicating easy and approachable. Having a conversation about my options also quelled my anxieties about making the best choices. I'm so glad I find Legacy First. Highly recommend.

This was the first time we used professionals for our taxes and will continue to do so. Simone with Legacy First took care of everything for us! She also gave... read more us tips for making sure we get the maximum amount in the future. We appreciate her time and service!

Simone is great! She is friendly, professional and knowledgeable for first time business owners like me. She made the entire tax paying process easy and understandable.

Great service..fast turnaround time, very knowledgeable and professional. I definitely recommend!!

Simone is truly a pleasure to work with. Her knowledge & customer service made me feel at ease this tax season. I will continue to work with Simone as she... read more is truly efficient ! I’m so glad I chose Legacy First Financial Services to assist me with filing this year !