Smart Tax Strategy for Individuals & Business Owners

Compliance-focused tax preparation, CFO-minded planning, and loan-ready financial support for entrepreneurs.

Supporting entrepreneurs and professionals who need reliable tax strategy, compliance guidance, and financial clarity to grow with confidence.

Who We Serve

Legacy Tax Specialists works with business owners, self-employed professionals, and growing companies who need reliable tax guidance and financial clarity. The firm also supports clients who are preparing for financing, funding, or business expansion, helping ensure their financial records and tax strategies are properly structured to support long-term growth and compliance.

Why Legacy

A trusted tax partner focused on compliance, strategy, and long-term financial stability for business owners and entrepreneurs.

• Business-only tax expertise

• Virtual service in all 50 states

• Loan-readiness mindset

• Compliance-first approach

• Year-round support

Our Services

OUR EXPERTISE

We offer a comprehensive range of individual and business tax and advisory services.

Tax Preparation

• Individual & Family Tax Services

• Federal & State Tax Preparation

• All 50 States Serviced with Virtual Tax Preparation

• Amended Tax Returns

• Military & Clergy Tax Filing

• ITIN Filing Assistance

• Household Employee (Nanny) Filing

IRS Notice Resolution

To ensure timely, accurate, and compliant handling of IRS notices while protecting clients from penalties, missed deadlines, and unnecessary escalation. LTS can assist with addressing your tax issues. This can include any IRS taxpayer correspondence or an IRS or State audit.

Business & Non-Profit Financial Management Services (Bookkeeping) Services

Legacy Tax Specialists offers a full range of financial management services for small businesses and nonprofits, including recordkeeping, account reconciliations, and compliance-ready reporting to ensure accuracy and regulatory alignment.

Business & Advisory Services

Business Setup & Entity Formation

Business Tax Returns:

1120-S (S Corporations)

1065 (Partnerships)

Loan Readiness Consultations

CFO Advisory services

Notary Services (Notary on Duty)

Compliance Protection Plan

The CPP by Legacy Tax Specialists is designed for individuals and businesses who want proactive compliance, faster IRS issue resolution, and reduced risk—without the stress of surprise notices. We offer subscription-based peace of mind with priority IRS or State notice services.

Why Businesses Choose Legacy?

Legacy Tax Specialists provides the specialized tax infrastructure that growing businesses require to thrive in a 50-state economy. We bridge the gap between traditional accounting and executive-level financial strategy. By prioritizing audit-proof compliance and long-term fiscal health, we empower business owners to stop worrying about the IRS and start focusing on their next big move.

Contact Us

Ready to file smarter and plan stronger?

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.

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Our team of experts is dedicated to helping individuals and businesses achieve financial success.

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Address:

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.