Legacy Financial Information

Welcome to Legacy Financial We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations. We have developed this website to keep you up-to-date with the latest tax law changes and tax planning strategies. Let us simplify your life! Need a copy of your tax return? Get it fast by accessing your documents anytime with our password secure lockbox. Want the latest tax deadlines delivered to your e-mail box? Sign up for our e-mail client newsletter full of valuable tax planning strategies. We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with a tax accountant remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. Services offered include: •Tax Return Preparation •Tax Audit Representation •Strategic Tax Planning & Consulting •Transaction Structuring •Business Consulting •Accounting & Bookkeeping Services •Payroll Service Bureau If you have questions or would like to make an appointment, please contact me by phone at (714) 595-4010. I look forward to helping you achieve your financial goals.