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At Legacy Associates, LLC we understand that your taxes affect not only what you make but what you keep. One of our central concerns throughout the financial analysis process is the reduction of our clients’ tax burden.

One of our greatest differentiators is that Legacy Tax Advisory provides both Tax Preparation as well asTax Planning services to its clients. Not only will we help you prepare the proper forms to file with the government, or work with your existing tax adviser, we will also offer our clients tax planning services. Tax planning is a proactive process during which we project your future tax liability and develop strategies to help you reduce your tax bill - one of your largest recurring expenses.
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