Legacy Tax & Resolution Services ico

Legacy Tax & Resolution Services

Lawyers Near MeIllinoisCook CountyChicagoChicago LoopSouth Wabash Avenue

333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA

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Facing tax problems or seeking expert financial guidance in Chicago? Legacy Tax & Resolution Services offers comprehensive solutions for individuals and businesses, including tax preparation, resolution, planning, and business consulting. Learn how they can reduce your financial stress.

  • Overview

Hours

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

Legacy Tax & Resolution Services Introduce

For individuals and businesses across Illinois, navigating the complexities of tax regulations and financial management can be a source of significant stress. Whether you're an entrepreneur striving to maximize profits, a small business owner needing reliable accounting support, or an individual facing daunting IRS issues, having a trusted financial partner is essential. This is where Legacy Tax & Resolution Services steps in, offering a comprehensive suite of solutions designed to alleviate financial burdens and foster economic well-being for the Chicago community and beyond. They aim to be more than just a service provider; they position themselves as a vital resource in what they call the "stress-reduction business," providing peace of mind through expert financial and tax guidance.

Legacy Tax & Resolution Services understands that financial health is a cornerstone of personal and business success. Their approach is rooted in providing clear, actionable strategies tailored to each client's unique situation. They recognize that many people feel overwhelmed by tax codes and financial planning, and their goal is to simplify these processes, empowering clients with knowledge and practical tools. From proactive tax planning to aggressive tax problem resolution, and from comprehensive accounting services to strategic business coaching, Legacy Tax & Resolution Services is dedicated to helping locals keep more of their hard-earned money and achieve their financial objectives. Their commitment extends to ensuring compliance, minimizing liabilities, and maximizing opportunities, all while making the process as seamless and stress-free as possible for their Illinois clients.

Legacy Tax & Resolution Services is conveniently located at 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA. This prime address places the firm within the vibrant and accessible Loop district of downtown Chicago. For residents and businesses across Illinois, this central location offers exceptional ease of access, making it a practical choice for face-to-face consultations and ongoing financial management needs.

The accessibility of 333 S Wabash Ave is a significant advantage. The building is situated within a short walking distance of numerous CTA 'L' train lines, including the Brown, Orange, Pink, Purple, and Green lines at the nearby Quincy/Wells station, as well as the Red and Blue lines within a slightly longer walk. Multiple CTA bus routes also have stops directly on or very close to Wabash Avenue, ensuring seamless connectivity from virtually any part of Chicago. This robust public transportation infrastructure means that clients do not necessarily need to contend with the challenges of downtown parking, though various parking garages are available in the vicinity for those who prefer to drive.

The building itself is a recognizable landmark in the Chicago skyline, reflecting the professionalism and stability of the businesses housed within. Visiting Legacy Tax & Resolution Services in this central location provides clients with a sense of security and trust, knowing they are engaging with a well-established firm in a prominent financial district. This strategic and accessible address underscores the firm's dedication to serving the diverse needs of individuals and businesses throughout the Illinois region.

Legacy Tax & Resolution Services offers a comprehensive suite of financial and tax services designed to address a wide array of needs for individuals and businesses. Their offerings are geared towards minimizing stress, ensuring compliance, and optimizing financial outcomes.

Services Offered:

  • Tax Preparation: Comprehensive preparation of federal, state, and local tax returns for individuals, sole proprietorships, partnerships, C-Corporations, S-Corporations, non-profits, estates, expatriates, and multi-member LLCs. They aim to ensure accuracy and compliance while maximizing legal deductions.
  • Tax Planning: Proactive strategies to legally reduce tax exposure through deductions, credits, tax deferrals, and tax forgiveness plan tools. This service helps clients strategically manage their tax position for the future.
  • Tax Recovery: Reviewing past tax returns for amendment opportunities to legally reclaim overpaid taxes, helping clients recover funds they may have unknowingly overpaid.
  • Tax Resolution / Mitigation: Expert assistance in resolving complex tax problems such as unfiled returns, unpaid taxes, wage garnishments, tax levies, and tax liens. They represent clients during IRS audits and negotiate settlements and payment plans.
  • Business Profit Maximization / Coaching: Focused on optimizing business resources and efficiencies to promote growth. This includes guidance, strategies, and mentorship for entrepreneurs and businesses to improve performance and overcome challenges.
  • Outsourced Accounting: Delegating accounting tasks like bookkeeping and financial reporting to external experts, ensuring accuracy and efficiency for businesses. This can include managing accounts receivable and payable and preparing financial statements.
  • Payroll Services: Comprehensive payroll management to simplify the process for businesses, ensuring timely and accurate payments and compliance with payroll tax regulations.
  • Fractional CFO/Controller Services: Providing part-time, as-needed financial leadership for businesses, assisting with strategic planning, budgeting, and overall financial management without the overhead of a full-time hire.
  • Entity Structuring and Planning: Advice on choosing and structuring the most appropriate business entity for tax efficiency and operational goals.

Legacy Tax & Resolution Services is distinguished by several key features and highlights that underscore their commitment to client success and satisfaction.

Features / Highlights:

  • "Stress-Reduction Business" Philosophy: The firm proudly proclaims itself to be in the "stress-reduction business," focusing on providing clients with peace of mind through their comprehensive tax and financial services. This client-centric approach emphasizes empathy and practical solutions.
  • Experienced and Qualified Team: The staff includes attorneys, CPAs, former IRS revenue agents, and certified tax resolution specialists. This diverse expertise allows them to tackle virtually any tax problem with a high level of sophistication and knowledge. Their founder, Stephan Brewer, is a Certified Public Accountant (CPA) and Certified Tax Resolution Specialist (CTRS).
  • Transparent Flat-Rate Pricing: Legacy Tax & Resolution Services offers fixed, competitive flat rates for their services, providing upfront pricing without hidden fees. This transparency helps clients make informed decisions and avoids financial surprises.
  • Comprehensive Resolution Process: They follow a clear, three-tiered process for tax resolution: Discovery (determining the problem and gathering materials), Solution (suggesting a plan of action with a flat rate), and Implementation (executing the solution). This structured approach ensures efficiency and clarity.
  • Proactive Tax Management Tools: Features like "Audit Alarm" and "DependentWatch" are offered, providing IRS tax account monitoring, real-time IRS account alerts, access to IRS transcripts, and advance notice of potential audits or collections. This proactive monitoring helps clients foresee and prepare for potential issues.
  • Free Initial Consultation for Tax Relief: For those already in tax trouble with wage garnishments, levies, or liens, Legacy Tax & Resolution Services offers a free initial consultation with their tax consultants to review the case, demonstrating their commitment to accessible help.
  • Client Retention and Ongoing Compliance: The firm emphasizes building long-term relationships, with many resolution clients becoming ongoing clients who benefit from continued maintenance programs to stay in compliance and out of future trouble.
  • Partnerships for Debt Resolution: They work with three different high-level firms within the debt resolution specialty, expanding their capacity to assist clients with broader financial challenges.

Legacy Tax & Resolution Services has a clear and impactful "promotion" embedded in their service model, particularly for individuals or businesses facing tax difficulties. While not a traditional discount, their commitment to a free initial consultation for tax relief services serves as a significant offering.

Promotions or Special Offers:

  • Free Initial Consultation for Tax Trouble: For clients who are "already in tax trouble" with concerns like wage garnishments, tax levies, or liens, Legacy Tax & Resolution Services offers a complimentary initial consultation. During this consultation, their tax consultants will review your specific case without charge. This provides a crucial first step for stressed individuals or businesses to understand their options and potential paths to resolution without immediate financial commitment. This "no-cost entry" into seeking professional help is a powerful incentive and a significant benefit for those in distress.
  • Fixed, Competitive Flat Rates: Although not a promotional "offer" in the sense of a temporary discount, the firm's policy of providing a fixed, competitive flat rate with no hidden fees is a transparent and valuable pricing model. This upfront clarity helps clients budget and avoids unexpected costs, effectively providing a form of financial certainty that can be considered a beneficial feature.

Prospective clients in Illinois are encouraged to take advantage of the free initial consultation if they are experiencing tax-related difficulties. This is the best way to understand how Legacy Tax & Resolution Services can provide tailored solutions for their specific financial needs.

Contact Information:

  • Address: 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
  • Phone: (312) 379-8802
  • Mobile Phone: +1 312-379-8802

For locals in Illinois, particularly those navigating the bustling financial landscape of Chicago, Legacy Tax & Resolution Services stands out as an exceptionally suitable partner for all their tax and financial needs. Its central location in the Loop provides unparalleled accessibility, making it convenient for both city dwellers and suburban commuters to access expert assistance. This ease of access is particularly beneficial when dealing with sensitive financial matters that often require in-person consultations.

What truly makes Legacy Tax & Resolution Services ideal for locals is their comprehensive approach, encapsulated in their "stress-reduction business" philosophy. They understand the anxieties associated with tax issues, financial planning, and business management. Their broad range of services, from detailed tax preparation and proactive planning to aggressive resolution of IRS problems and strategic business coaching, means that individuals and small businesses can find a single, reliable resource for multiple financial challenges. The transparency of their flat-rate pricing model eliminates the guesswork and hidden costs often associated with professional services, building trust with the local community.

The firm's team, comprised of seasoned professionals including CPAs and former IRS agents, brings a depth of knowledge and practical experience that is invaluable for tackling complex financial situations specific to Illinois regulations and federal tax codes. Furthermore, the offer of a free initial consultation for those facing tax troubles is a significant advantage, providing an accessible entry point to professional help when it's most needed. By offering clear advice, proactive tools like "Audit Alarm," and a commitment to long-term client relationships, Legacy Tax & Resolution Services empowers Illinois residents and businesses to achieve financial stability and growth, making them a highly recommended local partner.

Legacy Tax & Resolution Services Photos

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Legacy Tax & Resolution Services Location

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