friendly, personal service backed by expertise developed through years of experience

Thank you for visiting our website.   Legacy Tax & Accounting is an association of Enrolled Agents, tax and accounting professionals.   We offer tax return preparation, tax planning, accounting, bookkeeping, payroll reports, sales tax, small business advisory services, and tax problem resolution to individuals, businesses, estates and trusts.

The annual requirement of filing your taxes can be extremely stressful; our goal is to make the process stress-free.  We are not a big, national corporation whose only focus is providing shareholder value.  As a small, local firm, our focus is on you, our client, and providing you with friendly, personal service backed by expertise developed through years of experience and continuing education to keep informed of the constantly changing tax laws.

Legacy Tax & Accounting Service is open year-round for your tax preparation and accounting  needs. We have five partners working at the office to receive your calls, prepare returns, represent you before the IRS or state agencies, and to deal with any issues or concerns. Most calls to the office can be answered immediately and without a charge to you, unlike most of those larger firms, and consultations are always free.

*Proud to be selected Best Tax Service for 2016 & 2017 in Charlotte Sun’s Readers Choice voting.