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EXPLORE NEW LEGACY FINANCIAL SERVICES

At New Legacy Financial Services, we are dedicated to helping individuals and businesses build stronger financial futures. Our comprehensive range of services is designed to simplify the complexities of taxes and financial planning, while providing clarity, confidence, and results you can trust. Whether you need expert tax preparation, personalized consulting, or strategies to maximize your refund, our team is here to guide you every step of the way.

CHOOSE YOUR TRACK

Customized plans for every industry sector

01

Personal Tax Preparation

We simplify the tax process by preparing and filing your personal tax returns accurately while maximizing your eligible deductions and credits.

02

Business Tax Preparation

Our team helps businesses stay compliant with tax laws while strategically managing tax liabilities to support long-term growth.

03

Bookkeeping

We provide reliable bookkeeping services that keep your financial records organized, accurate, and ready for informed decision-making.

04

LLC Formation

We guide you through the entire LLC formation process, ensuring your business is properly structured and set up for success.

05

EIN Registration

We handle the IRS process to secure your Employer Identification Number (EIN), giving your business the legal foundation it needs to operate.

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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