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Legacy Tax and Resolution Services, headquartered in Scottsdale AZ and operating in all 50 states has grown to one of the largest firms by becoming the experts in our Core Disciplines’.
We do four things extremely well; provide superior tax preparation/planning, consumer debt settlement/credit restoration, aggressive tax resolution representation/controvercy and business profit maximization coaching.
For over 17 years we have continued to refine our skills while others are trying to be everything to everyone.
We learned a long time ago, the one stop shop philosophy does not work. The unfortunate outcome from this philosophy, most offices are generalist in a vast number of areas and an expert at none.
How Do I Know Your Accountant’s One Stop Shop Is Not Working?
Because taxpayers give the IRS too much money every year? It’s true! According to a study conducted by the General Accounting Office (GAO), 2.2 million Americans overpay their income taxes to the tune of nearly $1 billion. So why do taxpayers give Uncle Sam such a hefty handout? The answer’s simple: Most folks don’t know they’re doing it and unfortunately neither do their so called tax professions
Why Did We Choose These Specific Core Disciplines?
Answer: Each provides a symbiotic relationship along the business live cycle
As a result of our continuous refinement of our core disciplines we are able provide our customers, through the world, the lowest tax rates while protection them from audit red flags, with 100% Ironclad Guarantee. How do we accomplish this;
As a tax preparation and resolution firm we are preparing taxes all year long. We are honing our tax skills 365 days of the year. In every publication we read, to each seminar or workshop we attend, our primary focus is always tax reduction for our clients.
As Tax Resolution Firm we represent clients at audit, so we are very current on the audit red flags and help our clients properly prepare their supporting documentation.
Systemized Approach to Tax Preparation/Planning As a national tax resolution firm we have a system of worksheets, questionnaires, and tools to extract every deduction possible. You will enjoy the opportunity for tax reduction typically only enjoyed by the wealth. See Tax Preparation Process, Individual Tax Planning andBusiness Tax Planning.
Informed Client Tend to be Better Clients. If you review our site, you will find that we take great pain to bring you insightful and educational content. This site is now and will continue to change to provide consumers the latest information.
As a Business Profit Maximization Coach, we are very familiar with business tax structuring and how to squeeze more profit out an existing business. Remember, except for our clients, taxes are typically the biggest expense for a business.
Business Profit Maximization Coach
Keeping your taxes as low as allowable by law, protecting your assets, and maximizing tax deductions, within IRS tax compliance is our focus. Tax professionals at Legacy Tax and Resolution Services will relieve your tax and IRS anxieties, make your case before the authorities and resolve your Tax Issues and tax debt.
We guided, support and when needed nudge our client through the tools that will show them where their systems are week and how to squeeze the most profit of their existing business. We have helped a number of companies grow from 1 and 2 owner businesses to companies with hundreds of employees making tens of millions and on occasion hundreds of millions. Sadly though, at some point you will outgrow us and we will have to hand you off to one of the big 4 or whatever it is down to now or we will need to help you through your exit strategy. The point is we enjoy helping you grow just like we have. We understand the pains because we have had them too.
17470 N Pacesetter Way
Scottsdale, AZ 85255
ph. (480) 907-6644
Sally Lattimer , CPA, opened her practice in the valley in 1987. Prior to that, she worked for a local CPA firm in Ohio. Sally’s practice is focused mainly on small to medium sized family owned businesses and individual taxpayers. Sally and her firm are members of the Better Business Bureau, Scottsdale Chamber of Commerce, Arizona Society of CPA’s, and National Association of Tax Professionals.
Paulomi Patel, CPA, has been with the firm since 2013. In five short years Sally made Paulomi a partner showing the confidence that she holds in Paulomi as she works towards her retirement. Paulomi has earned her accounting degree from University of New Mexico in 1996 and passed the CPA exam in 1999. Her work experience includes revenue agent with IRS and senior accountant to controller for small to mid-size businesses. She provides consulting and accounting services for our business clients, as well as prepares both business and individual tax returns. Paulomi and her firm are members of the Better Business Bureau, Scottsdale Chamber of Commerce, National Association of Tax Professionals and Arizona Society of Certified Public Accountants.
Charla Archambault , Enrolled Agent, has been with the firm since 1989. Charla passed the enrolled agent exam in 2015. Charla handles accounting services for many of our small businesses. She also reviews and adjusts QuickBooks for those who prefer to do their own accounting. Charla also prepares both business and individual tax returns.
Vanae Morrissey, Office Manager, joined the firm in 2011. Vanae is the person you will most likely talk with when calling or visiting our office. She can help you with obtaining a copy of your tax return, scheduling an appointment and picking up or dropping off documents.
14500 N Northsight Blvd St 225
Scottsdale, AZ, 85260