Save Money with Professional Tax Preparation.
Tax Preparation Services in Palm Beach Gardens, FL
Legacy Financial Services is an accounting firm in Palm Beach Gardens, Florida specializing in tax preparation services. Since 1975, we have been helping individuals, businesses, and non-profits to reduce their overall tax burden.
Individual Tax Preparation
Our tax professionals at Legacy Financial have your back, making sure you don’t miss any available deductions or credits.
Business Tax Preparation
With experience in over 30 industries, we have a passion for helping businesses of all sizes to reduce their overall tax burden.
Download Your FREE Tax Preparation Checklist.
What Our Customers are Saying
Some of our clients have been with us for decades as a result of our unparalleled customer service and quality of work. See for yourself why our customers are so happy – try out our tax preparation service this year.
Why Choose Our Tax Preparation Services
Tax-Time Anxiety is a thing of the past. Legacy Financial Services makes tax prep a breeze, bringing a broad range of benefits to the table for our clients.
Free Review of Past Returns
Financial Consulting Available
Friendly & Reliable Staff
Get Your Maximum Refund
Experience With 30+ Industries
Secure File Transfer
Tax-Time Email Reminders
Se Habla Español
Tax Preparation FAQs
Questions? We have provided some frequently asked questions and answers below. If you have any other questions about our tax preparation service, please don’t hesitate to call (561) 799-3810.
The cost of tax preparation services depends on a few different factors. Contact us to get a free quote that matches your situation and needs.
YES. We can still prepare your taxes if you’re not able to come into the office. We are able to proceed via e-mail or phone.
The deadlines for filing taxes are March 15th for pass-thru corporations and April 15th for personal and C-Corporations. Dates may vary depending on weekends and holidays.
YES. Appointments can be made over the phone or thru e-mail.
A copy of the last tax return prepared and any tax documents you received for the current filing year.
All of our tax professionals are experienced and are diligent in their continuing education and have the ability to talk to the IRS during an examination of your current year’s tax return. In addition, some of our tax professionals are Enrolled Agents. EA’s are equipped to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
YES. We offer audit representation if it becomes necessary.
Checking the status of your refund is available thru the IRS website or their mobile app.
Click here to check your refund status on IRS.gov.
We offer other financial services, which are listed on our services page. You may also give us a call or send an e-mail with your inquiry.
Preserve Your Legacy
Ensuring a secure financial future starts with having the right tax professionals by your side.
Only takes a few seconds!