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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.

Non-Profit Tax Preparation

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

Download Your FREE Tax Preparation Checklist.

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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.

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
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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

  • Audit Representation

  • Friendly & Reliable Staff

  • Get Your Maximum Refund

  • Experience With 30+ Industries

  • Secure File Transfer

  • Tax-Time Email Reminders

  • Se Habla Español

LEARN MORE ABOUT US

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.

Click here for more important tax dates.

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.

Click here to download the IRS mobile app.

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.

Click here to view our other services.

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

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