At Legacy Tax, our focus is on you, our client. Our goal is to provide you with affordable tax preparation that meets your unique needs.

We understand that filing your taxes can be stressful and confusing, which is why we strive to make tax time painless, relaxing and stress free. Here at Legacy Tax you’re more than a tax form and social security number. We love getting to know our clients and their families as people and building long lasting relationships. With flexible scheduling we work with you and those you count on, your financial advisor, family members, attorney or POA, to make filing your taxes comfortable and easy.  Meet with us in comfortable, private offices to go over your individual situation, answer all of your questions, and when we are finished, review your tax return and plan for next year.  If you cannot come to us, we can make arrangements to come to you.

We provide full services for individuals, businesses, trusts, partnerships, fiduciaries, exempt organizations, and estates. We can prepare taxes for any state in the union, non-residents and can help you get caught up on back taxes for past years.  Our knowledge of the tax code is based on years of experience, not just computer software, which allows us to focus on your individual situation and needs.  We have over 50 years of combined experience to draw upon to handle your issues.

At Legacy Tax & Accounting we are open year round for your tax and accounting needs.  We have five partners working at the office to receive your calls, prepare tax returns and to deal with any issues or concerns.  Most calls to the office can be answered immediately and without charge to you, unlike most of those larger firms.  As Enrolled Agents, Linda, Ken and Kevin can represent you before the IRS and respond to your IRS correspondence.

We can help you set up your business to best serve your needs from a profitability and tax perspective. As a small business ourselves, we are well experienced in all aspects of running and managing a business and can advise you on the best ways to structure your current situation or that new venture you have been mulling over for some time now . We also provide payroll services for small companies, including paychecks, federal and state tax payment and reporting, 1099 notifications to subcontractors and, of course, income tax preparation.

All of the partners here at Legacy had previously been working at a large, well respected local firm that had been a member of the community for four decades.  When a large national chain bought out the old office we knew it was time to start our own office.  We opened our doors here in late 2015.

So, whether you’ve got a standard 1040 or a more complicated tax situation, schedule an appointment to meet with one of us today.

Consultations are always free, so make an appointment to meet with us and see what we can do for you.

Contact Us

If you have any questions about Enrolled Agents or any of our services, contact us anytime.

Contact Information
Phone: 941-883-4453
Fax: 941-883-4531
Email: legacy@legacytax.biz

Accuracy.

We are diligent and take your trust in us seriously. Our clients don’t worry about having another firm check our work because finding the mistakes of other firms is often how we win new clients. We are proficient and thorough and we get it right the first time.

Expertise.

We’re specialists. We stay current with tax laws not just because we have to, but because we want to. We will spend hours doing research to find the right answer to your questions if we don’t already know the answer.  Our broad knowledge means individuals, families, and companies get the most relevant resources and guidance for their respective needs.

Accessibility.

We don’t lock our doors on April 16th.  We are open all year round, Monday through Friday, not just Tuesdays from 1 to 3.  If one of our clients cannot come to us, we will come to you.  We will make appointments to fit your schedule, not ours.  We answer the phones on the weekends.  We work with clients in person, by mail, via fax and email.  Just because you are traveling or moving doesn’t mean you cannot continue working with someone that has earned your trust and confidence.  It’s not above and beyond, it’s just how we do business.