Legacy Tax Specialists

An Introduction to Our Beginnings, An Understanding of Our Passion, and a Snapshot of Our Vision

The Legacy Tax Specialists was started with the customer in mind. When the every day client files their tax with a tax preparer, they often are not included in the process. As a result, they are not fully aware of how the system works or do not leave with tools or information that can help them in their finances for following tax seasons.

The founders of this company aim to change that negative trend by making each client knowledgeable of how to take advantage of allotments set by the IRS. We accomplish this by ensuring that each individual gets an in-depth analysis and review when they come to us for their tax needs. After each session, a client will be aware of their financial history and we will always provide recommendations that will allow for further growth or to ensure that they remain in compliance with the IRS.

The LTS is made up of a team of experienced professionals.

Our team has a mix of over 25 years of certified tax preparation, management , Sales and Marketing, Branding, Recruiting, and Direct Client Outreach experience.

Hence, whatever scenario a client presents, we are more than able to address and resolve it effectively.

Frequently Asked Questions and Common Concerns

W4 and G4 Withholding Forms

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.

G4: Complete Form G-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form G-4 each year and when your personal or financial situation changes.

ITIN / W7 Forms

Use Form W-7 to apply for an IRS individual taxpayer identification number (ITIN). You can also use this form to renew an existing ITIN that is expiring or that has already expired.

An ITIN is a 9-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. federal tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN).

Secure Act and Retirement

What is the Secure Act?

The Secure Act was passed in part to motivate employers who haven’t previously offered retirement plans to employers to begin offering them. In addition, it will promote retirement savings for employees.

Military Personnel

Military personnel who are residents of Georgia are subject to Georgia income tax upon all income regardless of source or where it is earned, unless specifically exempt by Georgia law.


Does a tax credit increase my refund?

A tax credit reduces your actual taxes; it decreases tax payments or increases a tax refund. In comparison, tax deductions reduce your taxable income.