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“It’s not what you make it’s what you keep” 

Tailored Tax Planning & Tax Preparation 

Tailored Tax Planning & Tax Preparation 

At Legacy Tax Advisory, we understand that your taxes affect not only what you make but what you keep. One of our central concerns throughout the financial analysis process is the reduction of our client’s tax burden. 

The Legacy Tax Advisory team provides both Tax Preparation as well as Tax Planning services to our clients. Our dedicated team will help you prepare the proper forms to file with the government, work with your existing tax advisor, and offer our own tax planning services. Tax planning is proactive process during which we will project your future tax liability and develop strategies to help you reduce your tax bill – one of your largest recurring expenses. 

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