Legend Tax

Legend Tax is a tax consultancy that reviews a client's tax problems and explains the options in plain language. Its website now redirects to CFOmate, which says Legend Tax has become part of its group.

Services

• Tax consultation: a confidential one-to-one meeting to review a client's current tax structure and history and to shape a solution for the situation.
• Tax risk guidance: strategy advice to help clients decide on complex tax questions and reduce exposure.
• Appointment preparation: a checklist of documents to bring to a tax appointment.
• Refund tracking: a page for checking the status of federal and state refunds.
• Reference material: frequently asked questions and links to government authorities.

Customers and markets

Individuals and businesses dealing with tax questions, mainly on United States federal and state matters.

Key facts

• Now part of: CFOmate, a provider of financial and business support
• Consultation format: Confidential and one-to-one