Legacy can help you get your money back!

It is what we do.

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Providing everything you need to secure your financial freedom!

    Tax Prep Services

    Ever changing tax laws have proven that unless your finances are exceptionally straightforward and uncomplicated, it’s very likely that you’ll require the assistance of a professional tax consultant. Legacy Tax Services provides year-round tax preparation and services – this is especially important to our clients who are self-employed or operating home-based businesses. We prepare hundreds of tax returns each year and know on which items to focus.

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    Financial Coaching

    An in-person or virtual face-to-face coaching session focused on creating a personalized plan for your money. Sessions are effective and affordable, and you only pay for the time you need. Let us show you how being in control of your money provides the freedom you need to make sound decisions. Let us help you get started on the path to creating a legacy!

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    Credit Coaching Services

    Done-with-you credit coaching session that provides strategies, tools, and resources to aid you in building an ideal credit profile...one that you can leverage whenever you need to.

    Sessions are virtual via Zoom and available to Legacy clients enrolled in our 90 day consumer credit coaching service. If you are considering Legacy for credit coaching please schedule a 30 minute complimentary credit coaching consultation.

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    Services Offered

    Affordable and reasonable pricing.
    Tax Preparation
    $250+
    average per return
    In-person or virtual appointments
    Prior year returns
    Most direct deposit refunds in 10 - 16 days
    Most IRS checks in 21 - 28 days
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    Financial Coaching
    $125
    / per hour
    Create the life you want
    Creative budgeting strategies
    Sessions to fit your schedule
    Easy to use budget templates
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    90-Day Credit Coaching
    $995
    / per program
    Private virtual coaching sessions
    Personal or business sessions offered
    90-day program with six sessions
    6-month program with 10 sessions
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    “It is our mission to assist families in realizing their financial objectives by providing insightful tax, coaching, and accounting information and guidance through personal one-on-one service.”

    It's our job to get your money back!

    We provide the exceptional service we'd want to experience ourselves!

    Customer Feedback

    Read the reviews from our happy customers.

    Anonymous

    Feb 11, 2021

    I will definitely come back next year and will recommend Tim to others. Great Job.

    Jacqueline B.

    Feb 20, 2021

    Customer Service. Offerings. Quality. Timeliness. All of the above !! Mr. McFadden is the absolute BEST. He’s very professional and extremely knowledgeable about his business. 💯

    Mark W.

    I have remained loyal to Legacy Tax Services since our introduction a few years back. Excellent service and a professionally inviting experience all the way around.

    A. Singleton

    May 20, 2021

    He offered to meet with us when our appointment did not go through!! Well pleased with the service! Thank you!

    Bonita J.

    Mar 13, 2020

    Absolutely Amazing, excellent customer service. Loyal customer.

    Want to work together?

    Get answers and advice from people who don't guess. Legacy associates will ensure your questions are answered.

    Schedule an Appointment

    Reach out today

    We will be happy to answer your questions.

      We're here for you! Just ask and get answers.

      Need help figuring out your finances? Most people are afraid to address their tax or financial situation directly. Let us help you gain the courage.

      Have any questions? Reach us by phone.

      In most instances we can provide a free phone consultation.

      Owe for prior years?

      That's one of our specialties! Whether you need to file for personal, business (i.e., S Corp, C Corp, LLC or Partnership) we can help you out of a tight situation.