North Palm Beach Tax Preparation

Legacy Financial Services is here to help you with your North Palm Beach tax preparation needs.  Since 1975, our professional tax preparers have been helping individuals, businesses, and non-profits to reduce their overall tax burden. Call today or fill out our online form to make your appointment today!

North Palm Beach Individual Tax Preparation 

Our tax preparers serve North Palm Beach with quality tax prep services. Let us help you save money on your taxes this year.

North Palm Beach Business Tax Preparation 

Put your business on the path to success with our tax preparers on your side. Call today to make your appointment!

North Palm Beach Non-Profit Tax Preparation

Our team of non-profit tax preparers can help you to benefit from any tax exemptions your organization is eligible for.

North Palm Beach Tax Preparation Services

Legacy Financial Services is North Palm Beach’s favorite tax preparation service for individuals and small businesses. Since 1975 we have been helping our customers to reduce their overall tax burden while complying with IRS requirements. We are staffed with Enrolled Agents, meaning we have the privilege and proper qualification to represent our customers before the IRS. At Legacy Financial Services, we make tax preparation a breeze. Contact us today to set up a free consultation in our office to go over your tax preparation requirements.

Why Choose Legacy

  • Hundreds of Positive Customer Reviews

  • 40+ Years of Experience

  • Over 10k Happy Customers

  • Over 60k Tax Returns Filed

  • Zero At-Fault Audits
  • Enrolled Agent Status

  • Bilingual Staff (English & Spanish)

Get a Free Quote

Please fill out the form below with a few basic details about yourself and we will contact you shortly by your preferred contact method.

Download Your FREE Tax Preparation Checklist.


North Palm Beach Tax Preparation – Getting Started

Ready to get started on your taxes? The first step would be to give Legacy Financial Services a call or fill out our online form to set up an appointment. When you come into our office in Palm Beach Gardens you will be greeted by our friendly staff who will answer all of your questions and help get you on board as a new client. After reviewing your tax preparation needs, such as how many forms need to be filed, we will provide you with a personalized quote to prepare your taxes. We know that you will be satisfied with our service here at Legacy Financial. Contact us today to get started with your North Palm Beach tax preparation.

Jay and his staff have been handling our personal taxes since 2008 and we have been very happy with the service we receive. Jay and his team now take care of our life insurance, retirement investments and all of our business accounting. They are always available for us and always return calls in a very timely manner. Highly recommended!
MotorHaus BMW Specialist
MotorHaus BMW Specialist
22:38 22 Oct 17
I have been using Legacy Financial for three years now for my husband's and my taxes. We habe been pleased with the outcome. Legacy Financial upholds excellent professional standards. They are timely with their phone calls and appointments. We work with Jay and he is excellent at what he does. We plan on using them in the future for financial advising regarding investments and retirement. I highly recommend Legacy Financial.
Emma Roberts
Emma Roberts
16:06 28 Sep 17
Jay always provides us with personalized service and great recommendations. Whenever we meet with him, we have his full attention and receive his hionest and expert advise. We consider Jay to be like a family member that oversee our finances. We trust him implicitly and he provides the highest level of customer service we have experienced in 30 years of financial dealings.
Sherry Gibson
Sherry Gibson
14:49 25 Sep 17
Very knowledgeable and helpful staff. Welcoming office atmosphere. I can't say enough good things about Legacy Financial. My family and I have used them for nearly 20 years.
Anthony Hamilton
Anthony Hamilton
15:15 10 Nov 17
I found Legacy Financial Services easy to deal with, always responding quickly to my questions. Herman was pleasant and answered questions in a timely way even if it was something he had already addressed. Over all it was an easy process to have my taxes done because they did all the work!
Michele Weiss
Michele Weiss
14:36 09 Sep 17
I started using Legacy Financial Services several years back when I discovered that H&R Block was not looking out for my best interest it seems to me that it was about self and quotas a friend referred me to financial services have from day one it has been a great partnership I recommend that you give them a try sincerely yours Tracy Henderson
Tracy Henderson
Tracy Henderson
13:07 11 Nov 17
As a young entrepreneur, having a trustworthy CPA is key. Jay and his team are that and so much more. Professional, personable, and accessible, they bring ease and confidence to running my business.
Jennifer Behnke
Jennifer Behnke
13:37 28 Nov 17
I have been a client for 10 yrs and I have always received professional and accurate service. I recommend Legacy Financial Services to anyone. They are professional and friendly.
Jennifer Wright
Jennifer Wright
18:13 27 Nov 17
I have been working with Jay Fischer for years. He is thoroughly professional and very knowledgeable. Work is always top notch and he is never to busy to answer my questions.
Wendy Griswold
Wendy Griswold
21:39 17 Dec 17
Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.
thunderbolt_gaming stuner
thunderbolt_gaming stuner
00:08 30 Jan 18
Legacy Financial Services first handled all of the accounting and tax management needs for my business. They made the process simple and painless, and provided a much broader analysis to assist with business planning components. Based on the results, they now also do my personal taxes. Highly recommend to businesses and individuals seeking competent and fairly priced accounting and tax services.
Joe Maltese
Joe Maltese
17:47 28 Jun 18
My wife and I had been doing our own taxes for several years but as things got more complex this year I enlisted the help of Legacy Financial Services, and am very glad I did. Carl was highly professional and easy to work with, as were the rest of the staff. I will be returning, and highly recommend their services to others.
Richard White
Richard White
13:47 20 Apr 19
  • Legacy Financial Services
    3300 PGA Blvd #990
    Palm Beach Gardens, FL 33410

  • 561.799.1818

  • Monday – Friday: 9:00 AM – 4:00 PM

  • Saturday – Sunday: Closed

  • Se Habla Español

Preserve Your Legacy

Ensuring a secure financial future starts with having the right tax professionals by your side.


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