Fact:  80% of All Tax Returns are Prepared Incorrectly

Legacy Advisors Wealth Management in conjunction with Gradient Tax offers an array of advanced tax planning services encompassing:

  • Tax Preparation & Filing

  • Prior Year Tax Reviews

  • Roth IRA Conversion Analysis

  • Advanced Tax Planning

 

OUR SERVICES INCLUDE:

TAX PREPARATION & FILING SERVICES

  • Income Tax Return

  • Personal Tax Reduction Report

PRIOR YEAR INCOME TAX REVIEW (2nd Opinion)

  • Comprehensive review of your prior year tax

  • Unbiased second opinion from expert CPA’s, identifying errors, missed deductions, and tax credits that may have caused you to overpay.

  • Personal Tax Reduction Report

ROTH IRA CONVERSION ANALYSIS

  • We help you determine whether you should convert your Traditional IRA or qualified plan to a Roth IRA.

  • We provide the essential Tax Expertise to guide you step by step through the process

ADDITIONAL SERVICES & TOOLS

  • Personalized Tax Reduction Report

  • Top 50 Overlooked Tax Deductions

  • Top Overlooked Tax Credits

  • 2011 Tax Planning Guide

Call us today at (781) 556-1038 for more information