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"What we want is to create is financial literacy for all"

At New Legacy Tax Services, we believe that building a strong financial future starts with trust, expertise, and personalized care. Our team is dedicated to simplifying the complex world of taxes, bookkeeping, and business services so you can focus on what matters most—growing your wealth and securing your future. With a commitment to accuracy, compliance, and client success, we take pride in being more than just a service provider—we’re your financial partner every step of the way.

Oscar Cortes New Legacy Tax Services Owner

Meet Our CEO

Oscar Cortes

With over six years of experience in the tax industry, Oscar has helped more than 2,500 clients successfully manage their taxes — from individuals and families to entrepreneurs and small business owners. As the CEO and founder of New Legacy Tax Services, he leads with a mission to make tax services more accessible, accurate, and stress free. His journey was built through years of intensive education, specialized training, and hands-on experience. From completing advanced tax law certifications, he has continually invested in learning to provide the most up-to-date and reliable guidance in a constantly changing tax landscape.
Under his leadership, New Legacy Tax Services has become known for:

    •    A client-first approach
    •    Accurate and strategic tax filing
    •    Personalized planning for long-term financial success
    •    Transparent, year-round support
Whether you're filing your taxes for the first time or running a growing business, Oscar brings unmatched expertise and dedication to every client relationship. He understands that behind every tax return is a real person or a growing dream — and that’s why every case is handled with the highest level of care and professionalism.

OUR MISSION

Teach financial fundamentals you as a person or a small business might be missing. Our goal is to better prepare you for the complicated world of taxes in this country. 

Ready to join hundreds of people who maximized their tax refund with us?

On average, our clients see a 10% increase on their tax refunds than when they use our competitors.

Refer & Receive $50

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