Legacy Tax, LLC Tax Preparation and Consulting 314-641-1010
Sign up we will call you for an appointment to have your taxes prepared by our in house CPA
Call 314-641-1010 directly any time Monday - Thursday 8AM - 5PM or Friday 8AM-3PM.
In retirement, you can really control your tax situation. Many accountants and CPAs are reactive and just prepare your taxes for last year.
Do you ever wonder why you paid tax and is there a way to eliminate or reduce it in the future? We can help.
Our minimum fee to prepare your taxes is $200.
For all tax preparation clients after your tax return is completed that want a no cost no obligation forward looking proactive tax plan, we will schedule an additional appointment to help you reduce or eliminate your future taxes.
We ask that all potential clients have at least $250,000 in investable assets and be within 5 years of retirement or already retired.
For your tax appointment, please bring with you all of the following list of documents that pertain to you:
- All W-2
- All 1099s
- 1098 Mortgage Statement
- All Charitable contributions
- All Health related expenses
- Copy of Drive License
- The most recent investment statements (all pages)
- Most recent SS statements (all pages)
- Annuities statements (all pages)
- Life Insurance statements (all pages)
- Last years tax return (all pages)
- Pension estimates or statements
We look forward in helping you now and in the future.
If you're traveling east bound on highway 40, we are located on the right side (South) of the outer road before highway 141. Call the office to setup an appointment directly 314-641-1010 or for directions.
14500 S Outer 40 Town and Country, MO 63017