Income Tax Assessments
If the Georgia Department of Revenue (DOR) has adjusted your Form 500 or denied state tax credits, we conduct a line-by-line audit to verify the state’s claims against your actual records.
Identity Verification & Refund Holds
We guide clients through Georgia's identity verification process and documentation requirements to clear fraud alerts and release stalled state tax refunds.
Prior-Year Compliance
For individuals who have fallen behind, we reconstruct financial records to file missing Georgia state returns, halting the accumulation of Failure-to-File and Failure-to-Pay penalties.
Sales & Withholding Tax (ST-3 & G-7)
We resolve discrepancies in Georgia DOR business accounts, focusing on Sales and Use Tax (Form ST-3) and Employer Withholding (Form G-7) assessment notices.
Pass-Through Entity Support
Specialized review for S-Corporation and Partnership owners affected by Georgia Pass-Through Entity (PTE) tax elections and state-level business adjustments.
Nexus & Multi-State Allocation
For business owners operating across state lines (such as Georgia/Florida or Georgia/Alabama commuters), we ensure proper income allocation to avoid double taxation and state nexus disputes.
Proposed & Official Assessment Notices
If you have received a Georgia DOR Notice of Proposed Assessment or Official Notice of Assessment, we assemble the necessary documentation to protest the findings or establish an official payment plan.
State Wage Garnishments & Bank Levies
For cases in active collections, we assist clients in establishing Georgia DOR Installment Agreements or evaluating eligibility for a Georgia Offer in Compromise to protect your bank accounts and income.
Notice Audit & Analysis
We conduct a comprehensive review of your Georgia DOR correspondence, including Notices of Proposed Assessment, Official Assessments, and State Tax Executions (Liens), to verify the state's calculations against your financial records.
Back-Tax Compliance
We specialize in reconstructing financial records to prepare and file unfiled Georgia state returns, replacing state-estimated assessments with accurate, audit-ready filings.
Installment Agreement Support
For taxpayers with confirmed state balances, we prepare the required Georgia DOR Collection Information Statements (Form Collection Financial Analysis) to negotiate manageable monthly payment arrangements.
Penalty Abatement Review
We evaluate your case for "Reasonable Cause" (such as severe illness, natural disaster, or reliance on incorrect tax advice) to request a waiver or reduction of Georgia state tax penalties.
Sales, Use & Withholding Compliance
Specialized support for Georgia Sales and Use (ST-3) and Employer Withholding tax audits, helping business owners resolve filing mismatches and trust fund tax assessments.
Municipal & County Resolution
Direct assistance with local county and municipal tax issues across major Georgia hubs, including Atlanta, Conyers, Decatur, Savannah, and Augusta, ensuring local occupational tax and property tax compliance alongside state resolution.
To ensure a thorough review of your case, please have the following documentation ready for upload. Providing complete records allows us to identify the fastest path to resolution:
The Primary Notice: All pages of your Georgia Department of Revenue correspondence (e.g., Notice of Proposed Assessment, Official Notice of Assessment, or Notice of Intent to Levy).
Federal Tax Returns: Copies of your Federal Form 1040 (or 1120/1065 for businesses) for the tax years in question. Georgia State Returns: Any previously filed Georgia state returns (Form 500, Form 600, or related schedules).
Income Documentation: All W-2s, 1099s, K-1s, or business Profit & Loss statements for the disputed period.
Payment Records: Proof of any payments or state tax withholdings already submitted to the State of Georgia for the balance in question.
Agency Correspondence: Any prior letters, appeals, or power of attorney forms sent to the Georgia DOR.
Secure Document Intake
Comprehensive Compliance Audit
We audit your federal records against Georgia state data to identify the root cause of the assessment mismatch or filing failure.
Resolution Strategy Development
Professional Submission
We compile the official response package, including required financial statements, power of attorney filings, and corrected tax schedules, and submit it directly to the assigned Georgia tax auditor or collector.
Case Verification
Legacy Tax Specialists delivers a sophisticated, compliance-first approach to Georgia state tax matters that goes beyond standard return preparation to provide high-level advocacy and asset protection. While many firms provide general filing services, Legacy Tax Specialists operates with a specialized "Institutional" framework tailored to the Georgia tax landscape. We don't just respond to notices; we conduct a forensic audit of the state’s claims to verify their accuracy before developing a resolution strategy. By integrating our deep knowledge of the Georgia Department of Revenue with the strategic legal oversight of The Legacy Counsel Group, we ensure that every client receives a defense that is as robust as it is efficient. Our commitment is to protect your financial legacy through proactive penalty abatement, precise multi-state allocation, and a relentless focus on tax integrity.

Our team of experts is dedicated to helping individuals and businesses achieve financial success.
Bank of America Bldg (inside)
1540 Hwy 138 SE
Ste. 3A
Conyers, GA 30013
770.648.6503
© 2019. 1540 Hwy 138 SE Ste 3A Conyers, GA 30013. All rights reserved.