Legacy First Financial Services

We strive to create a healthy financial legacy
....one client at a time

Specialties

Consulting

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.

Yearly Tax Preparation

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.

Business Management

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.

Mission

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.

Client Reviews

  • 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

    Aunyiea Watson Avatar Aunyiea Watson
    September 13, 2023
  • 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

    Jazz Bell Avatar Jazz Bell
    August 14, 2023
  • Simone is amazing!

    Kiah J Avatar Kiah J
    August 14, 2023
  • Simone went over and beyond to assist me with my tax needs! JOB WELL DONE!😉

    Rodnitra Littles Avatar Rodnitra Littles
    April 23, 2023
  • 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

    Ismael Brown Avatar Ismael Brown
    March 23, 2023
  • 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

    Taylor Green Avatar Taylor Green
    March 23, 2023
  • 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

    Jessica Brown Avatar Jessica Brown
    March 23, 2023
  • 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.

    Kristen Molinaro Avatar Kristen Molinaro
    March 23, 2023
  • Great service..fast turnaround time, very knowledgeable and professional. I definitely recommend!!

    Tee Money Avatar Tee Money
    December 23, 2022
  • 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

    Miriam Brown Avatar Miriam Brown
    April 20, 2022

Join the Legacy First Client Portal Today!

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!