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About Tax Assist, Inc. & Legacy Planning Services, Inc.:

Tax Assist, Inc. & Legacy Planning Services Inc. is a small, family owned accounting and financial services firm. Our organization has been in business for 31 years. With over 60 years of combined experience, the principal partners and support staff here at Tax Assist & Legacy Planning Services are able to provide various services to our clients that include:

  • Income Tax Preparation
  • Bookkeeping & Payroll
  • Representation before the IRS
  • Tax Planning (Individual & Business)
  • Retirement planning
  • Wealth Advisory Services
  • Estate planning

We strive to treat all clients with the utmost respect. Everyone’s situation is unique to them and “one size fits all” plans do not work. Our mission statement is “Financial Security for Tomorrow-Today.” People do business with our firm due to our highly knowledgeable staff and diverse personalities. By meeting the needs of our clients, our firm has maintained a 95% retention rate of 31 years. contact us.