Secure your spot with The Legacy Counsel Group to discuss your tax strategy and compliance needs

Schedule Your Professional Tax Consultation

New to the Legacy Family?

Select your specialized tax path below to get started with our team.

Tax Options Form

Complete this form to begin your tax prep with Legacy Tax Specialists. Upon completion one of our professionals will be in contact with you shortly.

Office Notice: Our team is currently in a seasonal recess until May 1, 2026. You may still complete this intake form to secure your place in our queue. We will begin processing all new requests and scheduling consultation calls in the order received starting Friday, May 1st. Thank you for your patience.

Fields marked with an asterisk (*) are required.

First Name *

Last Name *

Phone *

Email *

Marital Status

Number of Dependent

Tax Prep Option *

In Person

Virtually

What is your primary filing status for this year?

Individual (W-2 Employee)

Business Owner / Self-Employed (1099, LLC, S-Corp)

Field of Occupation *

Select one

Legal Business Name

Corporation / Filing Type

Individual / Sole Proprietor (Schedule C)

LLC

S-Corp

C-Corp

Partnership (1065)

Do you currently use a bookkeeping system?

Are you interested in Bookkeeping Services from Legacy?

Which tax year(s) do you need help with?

2025

2024

2023

Older/Prior Years

Referral Code (Optional)

Preferred Communication *

Phone Call

Phone Call and Email

Message

By checking this box, I agree to be contacted regarding my tax consultation and understand that my information will be used in accordance with the privacy policy.