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Got Taxes? We’ve Got You Covered.

Legacy Financial Services is a tax preparation and financial services firm located in Palm Beach Gardens, Florida. Since 1975, we have been helping individuals, businesses, and non-profits to reduce their overall tax burden.

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AT FAULT AUDITS

Minimum Hassle. Maximum Refund.

Tax-Time Anxiety is a thing of the past. Legacy Financial Services makes tax preparation a breeze, bringing a broad range of benefits to the table for our clients.

  • Free Review of Past Returns

  • Financial Consulting Available

  • Audit Representation

  • Friendly & Reliable Staff

  • Get Your Maximum Refund

  • Experience With 30+ Industries

  • Secure File Transfer

  • Tax-Time Email Reminders

  • Se Habla Español

What Others are Saying

Tax Preparation

By Christopher B.

It’s always a pleasurable experience to visit or call. Everybody in the office is fantastic, polite and professional. The entire team at Legacy Financial services is the best! Thank you.

Tax Preparation

By Maria A.
Always a pleasure to work with Jay Fischer at Legacy Financial. They are knowledgeable and accurately efficient at getting our taxes done yearly.

Tax Preparation

By Martha A.
I always have the best experience. Great service, very professional. I have been with Legal Financial Services for years and always received the best and friendly services.

Tax Preparation

By Renata A.
I’m pleased with the taxes services, especially with Herman Viglione how is always available to answer my questions and help solve my tax problems.

Tax Preparation

By Jennifer W.
I’ve been coming to Legacy for a number of years and I have always been pleased with the service. Information is clearly presented and explained to me and I don’t leave with any uncertainties regarding my financial plans.

Tax Preparation

By David V.
I have used Jay’s services for over 10 years and he has always taken the time to assist me in all of my financial endeavors. I have already recommended his services to all my colleagues.

Tax Preparation

By Shirley Z.
The best I’ve ever had, been with Jay for over 20+ years, would never go anywhere else!! Very proficient and experienced! Up to date on all aspects and knowledge of taxes. See you all again for next year taxes!

Tax Preparation

By Jeremy W.
Very happy working with your company and will continue to do so thank you very much!!

Tax Preparation

By Renee W.
I really enjoy working with Jay Fischer and Legacy Financial. Jay has been doing my taxes for several years, and I wouldn’t go anywhere else. The company is very fast and professional.

Tax Preparation

By Ethel W.
I have always felt that I’ve been treated fairly and in a professional manner. Staff have been friendly and pleasant. I look forward to seeing you soon.

Tax Preparation

By Jeffrey W.
Jay does a great job. He cares about you as a person and works with you to understand your situation and obtain the best results possible. Working together he offers you solutions to help in your financial future. I would recommend him to any of my friends and family.

Tax Preparation

By Ann V.
Jay’s and his colleges are extremely professional and always go above and beyond to help with all my questions and financial needs. I recommend Legacy Financial very highly. You won’t be disappointed.

Tax Preparation

By Vanessa T.
Everything was great and very clear as to the processes in getting my taxes completed. The staff was great and very welcoming.

Tax Preparation

By Rutherford T.
My experience has been great. Herman has been working with me and I am very happy that I met him and George.

Tax Preparation

By Jeffrey T.
Fantastic, very timely and accurate service. Professional. Thank you

Tax Preparation

By Angela T.
Great experience! We’ll be back this year to do our taxes again. Thanks!

Tax Preparation

By James S.
Very good. Answered all my questions & concerns. Gave great advice for my financial plans. Most importantly listened and truly cared about my concerns.

Tax Preparation

By Timothy R.
Jay Fischer and Legacy Financial Services have been my accountant and provided tax services for more than 15 years. They have an excellent knowledge of accounting and tax and provide a great service at affordable price. I have recommended them in the past and will continue to do so.

Tax Preparation

By Kevin M.
Legacy Financial Services did an excellent job with my personal and business tax preparation in 2016. I will be a repeat customer for 2017 and beyond. Thank You again!

Tax Preparation

By Brian S.
Turnaround time is excellent and overall performance was better than expected. I highly recommend your services.
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