You’ll typically need income documents (such as W-2s or 1099s), identification, prior-year tax returns, and any records of deductions or credits. We’ll provide a detailed checklist to make sure you’re fully prepared.

The timing of your refund depends on how you file and how you choose to receive it. On average, the IRS issues most refunds within 21 days of accepting your return when filed electronically with direct deposit. Paper returns or checks by mail can take longer, sometimes 6–8 weeks. Keep in mind, certain factors such as errors, incomplete information, or additional IRS review may cause delays. At New Legacy Financial Services, we make sure your return is filed accurately and on time to help you get your refund as quickly as possible.

Most individual returns can be completed within a few hours once all documents are received. Business returns or complex filings may take longer, but we’ll give you a clear timeline upfront.

Yes! We assist with LLC formation and EIN registration to ensure your business starts on the right track.

Unlike generic software, we offer personalized guidance, catch deductions you might miss, and provide the peace of mind that comes with professional expertise and compliance.