Legacy Tax & Financial Services Inc

Michael James 

on Google

7 months ago

We've been working with Legacy Tax & Financial Services for many years now both personally and for our business taxes. We've thoroughly enjoyed each and every interaction with them. Brandon, Natalie, Nicole, and Rachel are all people we've gotten to know over the years and we truly feel that they care about us. Everyone is incredibly kind, professional, responsive, and attentive in every interaction we've had with them. We've visited their modern, clean, and relaxing large office and enjoyed the time we spent reviewing our t... read more

Katelyn Wilkes 

on Google

8 months ago

I reached out hoping to start working with Brandon for my business needs. We spoke and he said he would follow up with me on next steps via email. He did not follow up with me like he said, nor has he returned any of my calls. Totally unprofessional in my opinion! 

Alisha Schlipp 

on Google

a year ago

Brandon is amazing, makes taxes so easy. He knows his stuff and works miracles! His office is super comfortable with refreshments. A private office space to discuss taxes which is amazing! Very peaceful and stress free. Gets the job done quickly and with no mistakes. 

Steve Witte 

on Google

2 years ago

I am a new client - referred by a customer. I was impressed with the income tax preparation done for me. It was done in a timely manner and at an attractive cost. 

Meghan Heimlich 

on Google

2 years ago

I’ve been working with Brandon and his team for years now. I would never trust anyone else with my business or personal taxes. They are truly the best and make my life so easy (shout out to Rachel for always organizing and balancing my books). They are always attentive to detail, respond in a timely manner, and super helpful with any questions I have. If I could give them 6 stars I would.