Professional tax preparation designed to help individuals, families, entrepreneurs, and business owners file with confidence while maximizing every legal credit and deduction available to them.
Join the Legacy & Associates early-access list and be first in line when tax season opens. Qualified clients may be eligible for a refund advance of up to $7,500 — secured your spot before the rush.
* Refund advances are subject to eligibility, underwriting, and approval by the participating financial institution. Approval is not guaranteed.
At Legacy & Associates Tax Group, we understand that filing taxes is about more than submitting paperwork. Your tax return affects your finances, your family, your business, and your future.
Our goal is to make the tax filing process simple while helping every client understand their return and make smarter financial decisions.
Rigorous attention to detail ensuring every credit, deduction, and reporting requirement is properly satisfied.
Tailored filing for W-2 earners, multi-state filers, LLCs, S-Corps, 1099 contractors, and family estates.
We don't just file your numbers; we walk you through your return so you gain financial clarity for future years.
Proactive identification of all lawful write-offs and tax credits you qualify for to protect your hard-earned income.
Enterprise-grade encrypted client portal to safely submit W-2s, 1099s, receipts, and sensitive documents.
Complete your entire filing from your smartphone, tablet, or laptop from anywhere in the country.
No disappearing acts or silence. Get status updates at each stage—from intake review to electronic filing confirmation.
Guidance on tracking deductible business expenses, write-offs, estimated quarterly payments, and clean record-keeping.
Every client’s financial journey is distinct. We combine rigorous tax code knowledge with personalized service so you stay compliant and confident.
Professional preparation of federal and state individual income tax returns. We review all eligible credits—such as child tax credits, earned income credits, education credits, and itemized deductions—to maximize your compliant refund.
Tax preparation for independent contractors, freelancers, gig workers, beauty professionals, content creators, consultants, and other self-employed individuals with specialized deduction reviews.
Tax preparation and guidance for business owners who want to properly report business income and expenses while understanding available deductions, depreciation, and asset amortization.
Help entrepreneurs better understand deductions, estimated quarterly taxes, record keeping, entity structuring implications, and ongoing tax preparation requirements so you never feel unprepared.
Assistance with filing qualifying previous-year tax returns that were missed or delayed. Bring your records up to date and regain peace of mind with the IRS and state authorities.
Help clients understand certain IRS correspondence, decipher formal tax notices, review discrepancies, and determine appropriate next steps when additional tax assistance or amendments are required.
Important Compliance Notice: Legacy & Associates Tax Group provides tax preparation, filing, and general tax education. We do not guarantee tax outcomes, specific refund amounts, or audit outcomes. Individual results vary depending on each taxpayer's individual circumstances and applicable state and federal laws.
Qualified clients may be eligible for a tax refund advance of up to $7,500 during tax season. Don't wait weeks for the IRS to process your refund when you have essential bills, family investments, or business expenses to cover today.
Subject to bank approval & tax return verification
* Disclaimer: Approval is not guaranteed. The refund advance is an optional loan product provided by participating financial institutions and is subject to eligibility, underwriting, and applicable program requirements. Loan proceeds are repaid from your tax refund.
Running a business means your taxes can look very different from a traditional W-2 return.
Legacy & Associates Tax Group helps entrepreneurs understand their income, business expenses, deductions, tax responsibilities, and the importance of maintaining organized financial records.
Whether you are a new entrepreneur, independent contractor, or established business owner, we want you to walk away understanding more about your taxes than you did before.
Say goodbye to confusing tax forms and frustrating waiting rooms. Our modern, virtual-friendly process is built for real life.
Complete our fast, secure tax intake form in under 3 minutes with your contact details and filing situation.
Submit your tax documents, W-2s, 1099s, and receipts through our encrypted client portal from your phone or PC.
Your dedicated tax professional reviews every line item, identifies eligible deductions, and prepares an accurate return.
Review your completed return, ask questions, sign electronically from any device, and we e-file directly with the IRS.
We work with hardworking individuals, thriving service professionals, and ambitious business owners who want personalized, compassionate, and precise tax service.
Standard & itemized returns
Child credits & dependents
1099 & Schedule C filers
Stylists, barbers, estheticians
Per diem & travel deductions
Agents, brokers, investors
Influencers, streamers, media
Professional services & advice
LLCs, stores, and boutiques
Startups & multi-venture founders
Rideshare & delivery drivers
Specialized independent trade
Legacy & Associates Tax Group was created to help clients become more informed and intentional about their finances.
We believe tax preparation should include education, communication, professionalism, and strategy.
Our mission is to help our clients understand how taxes connect to the bigger picture — including business ownership, financial preparation, homeownership, funding readiness, and generational wealth.
We don't want our clients to simply file a return. We want them to understand their finances and make informed decisions throughout the year.
Using strategic tax compliance to protect household assets and create enduring financial stability.
Walking clients through each schedule and deduction so they learn and grow with every filing.
Proper tax reporting prepares entrepreneurs for commercial bank loans, grants, and home mortgages.
Strict adherence to IRS circular standards and best practices with high ethical accountability.
Experienced professionals dedicated to accurate filing, clear communication, and the financial confidence of every client we serve.
Senior Tax Strategist & Entrepreneur Specialist
Specializing in self-employed, 1099 independent contractors, creative professionals, and small business tax optimization. Dasia ensures clients capture every allowable deduction while structuring their finances for sustainable wealth and long-term legacy.
Individual & Family Tax Specialist
Specializing in W-2 filing, child tax credits, dependent deductions, and prior-year return reconciliations. Schnya is passionate about helping working families and parents navigate the filing process with clarity, confidence, and maximum legal refund optimization.
Team photos and bios can be updated at any time — reach out to add or replace a team lead's profile.
With dedicated teams in New York and Georgia, Legacy & Associates Tax Group brings local expertise and personalized care to clients across the country.
NY Office
Tax Professional
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Tax Professional
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Tax Professional
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GA Office
Tax Professional
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Tax Professional
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Tax Professional
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Team member photos and bios can be updated at any time — reach out to add or replace a team member's profile.
Hear from individuals and business owners who trust Legacy & Associates Tax Group with their financial confidence and tax compliance.
"Filing taxes usually stresses me out, but working with Legacy & Associates was completely seamless. They took the time to explain deductions I had been missing as a consultant for three years. True professionals!"
Small Business Consultant
"The virtual filing experience is unmatched. I uploaded all my documents directly from my phone during my lunch break. Their communication was fast, respectful, and so educational. I will be back every single tax season."
Healthcare Professional & Mother
"As a 1099 independent contractor with multiple client streams, taxes were a total headache before. Legacy & Associates helped organize my expenses and provided clear guidance for estimated taxes going forward."
Independent Creative Director
Legacy & Associates Tax Group also provides training and opportunities for aspiring tax professionals who want to learn the tax preparation industry, develop professional skills, and build their own client base.
Clear, honest answers to help you navigate your tax filing experience with total peace of mind.
Let Legacy & Associates Tax Group make your tax filing experience professional, simple, secure, and educational.