Tax Services
National Tax Preparation
Preparing your own return can leave you with more questions than answers. Legacy CPAs prepares accurate returns for individuals, families, business owners, and independent professionals, with practical guidance and fewer tax-season surprises.
Professional support
There's no substitute for an experienced tax professional.
Today’s tax laws are complicated. Filing even a relatively simple return can be confusing, and it’s easy to overlook deductions and credits you’re entitled to. Even if you use software, Legacy CPAs prepares your return carefully, reviews it thoroughly, and connects it to your broader financial picture.
What's included
What you get with our tax preparation service
Checked and rechecked
Your return is reviewed by our software to catch issues the IRS may flag and limit math errors that trigger IRS contact.
Electronic filing
Your return can be filed electronically, so you may receive your refund faster.
Smarter withholding
We’ll show you how to adjust your payroll withholding — why give the IRS an interest-free loan?
Deductions for next year
We identify potential deductions to help lower next year’s tax liability.
Overlooked-deductions guide
You get a sheet of commonly overlooked deductions to help going forward.
Year-round support
Tax questions don’t stop in April. We’re here after filing to answer questions and help you plan for next year.
Who we help
Individual and business tax preparation
For individuals & families
We prepare accurate returns, review your deductions and credits, consider withholding adjustments, and answer questions about your personal tax situation.
For business owners
We connect tax preparation with your bookkeeping, payroll, accounting, deductions, and Schedule C reporting — plus year-round planning, so you see how business decisions affect your return.
Behind on bookkeeping?
Books a mess? No problem.
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We’ll prepare your books for the year, complete a full Schedule C, and file your personal return, then set you up with an easy system to stay organized next year. Ideal for small-business owners, independent contractors, and self-employed professionals.
The bigger picture
Tax preparation from an expert CPA firm
Your return is connected to your income, withholding, business activity, retirement contributions, deductions, bookkeeping, payroll, and long-term planning. As an expert CPA firm, we prepare accurate returns while looking for ways to make future tax seasons easier, with tax planning, small business accounting, payroll, QuickBooks services, and IRS problem resolution all under one roof.
Serving the East Valley
Tax preparation based in Arizona, serving the nation.
Legacy CPAs provides tax preparation from our home in sunny Arizona, serving clients throughout the U.S. for individual and business returns, Schedule C, small-business bookkeeping cleanup, deductions, credits, electronic filing, and year-round tax planning.
File with more confidence.
Tax preparation shouldn’t feel like a guessing game. Let’s get your return prepared right — and make next year easier.
Questions
Tax preparation FAQs
Most clients need prior-year returns, income documents like W-2s and 1099s, and records of deductible expenses. We’ll give you a specific checklist based on your situation.
It depends on the complexity of your return, but we give you a clear, flat quote upfront so there are no surprises.
Yes. We handle individual, business, and combined returns for owners who need both filed together.
We can file an extension on your behalf, which gives you more time to file but doesn’t extend the deadline to pay any tax owed.
Yes. We can review your prior returns and take over from there, so nothing about your history gets lost in the transition.
Yes. We e-file for faster processing and confirmation that your return was received.
We can prepare an amended return to correct it, whether we prepared the original return or not.
Yes. We handle multi-state returns for clients who live, work, or own property in more than one state.
The earlier the better, especially close to the deadline, but we work with clients throughout the year, not just during tax season.
Yes. If a notice comes in after we’ve prepared your return, we help you understand it and respond appropriately.