Tax Planning

Other Services:

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 - tax services and planning. Tax Preparation and Planning

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.


1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991

Securities & Financial Planning offered through LPL Financial Member FINRA/SIPC
The LPL Financial representatives associated with this site are licensed to discuss and/or transact securities business with residents of the following sites; AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, NC, NM, OK, SC, TX, VT