The financial landscape is constantly changing with new laws and regulations, and this isn’t truer for any facet of planning than for taxes. Planning for taxes is perhaps the most convoluted and arduous portion of the entire process. However, it is also of utmost importance.

Legacy’s advisors have years of tax preparation and management experience to lean on. More importantly, we work closely with our preferred CPA firms to plan proactively rather than react to past events when it comes time to file taxes. We review past returns and aid in the planning and preparation of upcoming years to uncover the maximum possible tax savings for our clients.