Tax Preparation

Legacy Financial Planning can take care of all your 1040 forms and schedules for federal and state taxes.

If you want Legacy to prepare your taxes, the fees for tax preparation during 2009 for 2008 or earlier returns is as follows:

Please group all documents together. Example: all W-2s are together, all interest statements are together.
There may be additional fees if documents are disordered and extra time is needed to organize prior to beginning preparation of tax forms.
Example: someone brings in a shoebox filled to the top with mixed receipts. This will require extra time, and therefore, extra charges.

New Clients: Please bring in a copy of last year's tax return.

Small businesses using Schedule C: Please bring in a copy of last year's tax forms so items such as depreciation can be properly documented.

Drop-off Service: You can drop off your information at our office and we will call you when your return has been completed.
Our hours are flexible, so please call and let us know when you will be stopping by.

Year Round Assistance: Legacy Financial Planning is open all year to assist you with your tax questions and financial planning.

Legacy Financial Planning, LLC
5901 Airport Blvd. Suite 208
Mobile, AL 36608
(251) 219-4574
(877) 597-2356 toll free