Taxes impact every aspect of your financial life.
Our team can review your tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas aiming to reduce your tax burden.
Potential benefits of our tax planning service include:
- Evaluating business structure to maximize tax savings using the Internal Revenue Code
- Evaluating strategies unique to your business or industry
- Understanding the tax consequences related to your investments
- Maximizing your retirement savings under current tax law
Legacy Financial Services and LPL Financial do not provide tax or legal advice/services. Please consult your tax or legal advisor regarding your specific situation.
Address
1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991
Securities & Financial Planning services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.