Legacy First Financial Services
Need help with taxes? Want to learn how to better management your business financials? Do you want your small business to grow with the help of a business manager? We can assist! Set up a virtual consultation today by booking at the button below.
We are ready to inform, file, and help you with your Federal and State taxes. Without a doubt you will be getting a service where you are treated like family with a corporate level of profession. Click below to see the new 2021 Pricing by form.
Overall, running a business can be a daunting task. Legacy First Financial Services offers professional business insight and overall business management. Whether you are looking to start a new business or grow your current business, let us provide you with the services and tools to succeed.
To provide each client with premier advice, in -depth knowledge, and unparalleled service. We want each client to feel comfortable as if they are family as we try to inspire all generations while helping them get what they’ve earned.
Simone was outstanding! She helped from the beginning to end and helped me understand the process. She kept me updated and informed throughout the process and most importantly she helped... read more me maximize my deductions for my small business. I will defintely be using her for the rest of time to do both my personal and business taxes. Hight recommend. She made it easy.
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 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 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 !
Here at Legacy First Financial Services, protecting client information is a top priority. We use an encrypted and secure client portal where you can send a personal chat, upload documents, e-sign, and even pay an invoice. Please only sign-up if you are serious of joining the Legacy First Family. Check it out and download the associated app so that you never miss a beat!
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