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Personal Tax Preparation
Filing your personal taxes can feel overwhelming, but with New Legacy Financial Services, you don’t have to go through it alone. Our experienced team is here to guide you through every step of the process, ensuring your return is accurate, compliant, and optimized to get you the best possible outcome.
Why Choose Our Personal Tax Preparation?
We go beyond simply filing returns — our team carefully reviews your financial situation to ensure accuracy, maximize your eligible deductions, and provide personalized guidance. What sets us apart is the time we take to explain your options and give you confidence that your taxes are handled with care.
Maximize your tax refund
We make sure you don’t miss out on credits or deductions you’re entitled to.
Accurate & Stress-Free Filing
We handle the paperwork so you can have peace of mind.
IRS Compliance
We ensure your taxes are filed correctly and on time to help you avoid penalties or delays.
Who we help
Individuals filing for the first time
We’ll guide you step by step so your first tax season is simple, stress-free, and set up for future success.
Families looking to maximize deductions and credits
From childcare to education expenses, we make sure your family receives every tax benefit available.
Self-employed workers and freelancers
We help you track income, claim business expenses, and reduce your tax liability while keeping you compliant.
Retirees managing multiple income sources
Whether it’s Social Security, pensions, or investments, we ensure your retirement income is reported correctly and taxed efficiently.
Our Process
1. Consultation
We review your financial situation and tax documents.
2. Preparation & Review
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3. Filing & Support
We file electronically for faster results and remain available to answer any follow-up questions.