Tax Preperation
   
Taxes can be intimidating, but you don’t have to go it alone. Legacy Tax Advisory LLC and its affiliates have been serving the community since 1998 with retirement income, wealth transfer and tax strategies. 

Legacy Tax Advisory is a hometown tax-preparation firm. We strive to make tax preparation and planning as simple and efficient as we can for our clients - and at a great value.

With ever-changing rules and regulations, it is important to work closely with professionals that understand them inside and out.

With our premier tax planning service, we walk our clients through a proactive process where we are able to project future tax liability and develop sound strategies to help reduce one of your largest recurring expenses, your tax bill.
 
    
 
We help our clients understand their options and make sound decisions. As a client of Legacy Tax Advisory LLC, you have a team of advocates on your side and you don’t go it alone.  We feel that one of our greatest differentiators is that Legacy Tax Advisory provides both tax preparation as well as tax planning services to our clients. Become a client of Legacy Tax Advisory LLC and let us exceed your expectations.
20 Years of experience in this industry has prepared us to anticipate the needs that may arise and to help you plan for the unexpected. Using that knowledge of  the industry and the resources awarded from the relationships we have cultivated , we are well suited and look forward to serving  you.


Specific Tax Services Provided:

★Tax reduction Reviews
★ Individual Tax Preparation
★ Investment Tax Analysis
★ Cost Basis Research
★ Estate Administration Accounting
★ Asset Inventory
★ Small Business Accounting
★ Bookkeeping
★ K-1’s
★ IRS Correspondence
★ Amended Returns
★ Tax Pickup and Delivery Service
    
“It's not what you make it's what you keep.”
Paul Christian
 
CONTACT
  
Tel.: 410-818-9505
Fax: 410-828-5329
Email: Support@yourlegacyplan.com
  
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1623 York Road
Lutherville, MD 21093
  
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