Signed in as:
filler@godaddy.com
Plan for tomorrow today!
Plan for tomorrow today!
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
We use tax solutions designed for you and proven finance strategies designed to meet your risk tolerance.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation by providing expert tax preparation service, comprehensive bookkeeping, and tailored solutions that maximize outcomes and simplify processes ensuring confidence and peace of mind. Call u
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation by providing expert tax preparation service, comprehensive bookkeeping, and tailored solutions that maximize outcomes and simplify processes ensuring confidence and peace of mind. Call us today to find out how we can suggest long and short-term strategies that will help you realize your financial dreams.
I began my finance career in March 2006 as a Financial Services Liaison at Trinity Health Network. In February of 2017, I became an insurance agent with Primerica, leading to extensive study of Stock Options and Foreign Exchange. Presently, I have extended that knowledge to tax preparation services. I have always had a passion to help others feel hopeful with their money and find purpose in using my gifts to serve others.
Sign up to hear more from us about tax solutions and other financial news.
Monday - Friday: 10am - 8pm
Saturday: By appointment
Sunday: Close
Legacy Tax & Financial Services, LLC
Copyright © 2024 Legacy Tax & Financial Services LLC - All Rights Reserved.
Powered by GoDaddy Website Builder