Broker Check

2023/2024 Tax Season

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Legacy Tax Advisory LLC

Welcome!

2023/2024 Tax Preparation-Welcome!

 Here we go again- This is Legacy Tax Advisory’s 20th Tax Season!!!

Thank You for being a part of it.

Please review the welcome packet carefully and keep in for your records.

Our Fee Schedule has changed, please review carefully the new 2024 Fee Schedule.

$25 Early Bird discount for "Drop-offs" before March 1st.

$50 Gift card for new client referrals- Amazon/Visa Gift Card

We are continuing to use our drop off/ pick up curbside protocol this year- If you require or desire a "face to face" scheduled appoinmetn with one of the prepares, you can request for an additional fee. *

*please see the Fee Schedule and indicate on your intake form.

Payment accepted: Cash, Check, Venmo (@LegacyTax), or Credit Card (5% fee for using credit card)

Use the enclosed envelope to get everything to us.

Please, do not forget to include the checklist! Additionally, if you are new to us this year we will also need a copy of your driver’s license and your last 2 years of tax returns.

You may drop your envelope off at any time 24/7.

Just place it in one of the secure drop boxes we have installed outside of each of the office doors.  Alternatively, you can send them via FedEx or UPS.

We do not recommend mailing your originals through the US Postal Service as it has been very unreliable

  Once we receive your envelope, we will start processing it through the following steps:

  1. Prepped for the Tax Preparer
  2. Tax Preparer does Input
  3. Need More/Question Outreach
  4. Preparer calls Client with results
  5. Processed for Delivery
  6. Client Notification ready for Pick Up
  7. Delivered to Client
  8. Signatures and Payment Received
  9. E-filed
  10. Confirmed with Fed/State in Good Order
  11. Closed

Time is of the essence. We process your returns in the order received.

DO NOT DROP OFF IF YOU ARE MISSING DOCUMENTS.

 As soon as you get all of the documentation gathered, please get it to us as soon as possible. As of now we do not know if there will be any federal or state due date changes, so we will proceed as though there are none.    

 If you have a referral for us or if you do not plan to have us prepare your taxes this year, please send an email to:  Taxsupport@legacytaxadvisory.com 

*Forms*