Filing compliance is a fact of life for all organizations. Whether assisting through a quality control review of client-prepared filings or by supplying direct preparation services, our clients can count on timely and knowledgeable support from the tax professionals at Legacy.
We provide wide-ranging planning services to clients. Our focus in these and other matters is always to encourage our clients towards active planning based on a clear understanding of the client's overall goals.
All members of our staff have participated in a diverse variety of federal, state, and local legislative and regulatory matters. This participation has involved addressing proposed ruling and filing changes or representing specific organizations, client communities, and individual clients before federal, state, or local agencies relative to tax issues.
As a valuable part of our client service team, the tax professionals at Legacy integrate actively with other Legacy staff and the client's personnel in order to meet the client's goals and deadlines.
Armed with the depth of knowledge offered through our ongoing tax research and the regular distribution of industry "alerts" (aka Legacy News Flash) to our clients, Legacy's resources are targeted in the way that best suit the specific needs and objectives of each client.
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