You might need tax consulting for your business if you’re facing any of these common red flags. These signs often indicate it’s time to bring in Legacy Involved Tax Services for expert guidance.

Income or Operations Growth
Your revenue has jumped significantly, or you’re scaling up (e.g., hiring employees, adding inventory), but tax planning feels overwhelming—consultants help optimize for new liabilities and deductions.

Compliance or Notice Issues
You’ve received IRS/state notices, audits, penalties, or missed deadlines; pros can represent you, fix errors, and review past returns for refunds.

Complexity in Taxes or Structure
You’re unsure about business structure changes (e.g., LLC to S-Corp), multi-state sales tax, payroll, or deductions like home office/mileage.

Time and Cash Flow Strains
Tax tasks eat up too much time, cash flow is unpredictable, or you’re DIY-ing without confidence in savings—experts free you to focus on growth.

What specific challenge is your business facing right now?

Yes, at Legacy Involved Tax Services, we provide upfront cost estimates after a quick scope review. Pricing depends on your business type, complexity, and location, but here’s a typical range based on 2026 market standards.

Basic Services
Personal or simple sole proprietor returns (e.g., Schedule C): $400–$800.
Business Returns

• Single‑member LLC/Sole Prop: $500–$1,500.
• S‑Corp (1120S): $1,200–$2,500.

• Partnerships/Multi‑member: $1,000–$3,500.

Consulting Add‑Ons
Hourly tax planning or reviews: $200–$400/hour (NYC metro premium).

Quarterly estimates or audits: $500–$1,500 per session.

To get your personalized quote, share your business entity, revenue range, and key needs (e.g., audit help).

What’s the main service you’re eyeing?

Legacy Involved Tax Services structures consulting fees transparently and flexibly to fit your needs. We use three main models, customized after our initial scope discussion.

Hourly Billing
$225–$350 per hour for ad‑hoc advice, audits, or complex reviews. Tracked in 15‑minute increments; ideal for one‑off issues like IRS notices.

Fixed‑Fee Packages
Flat rates per service (e.g., $1,200–$3,500 for business returns, $500–$1,500 quarterly planning). Predictable and based on your entity complexity—no surprises.

Subscription/Retainer Plans

Monthly ($300–$1,000+) for ongoing support like year‑round planning, quarterly filings, and priority access. Best for growing businesses seeking proactive strategy.

All include upfront estimates and no hidden fees. Which model interests you most, or do you have a specific service in mind?

Legacy Involved Tax Services follows a clear, five‑step consulting process to ensure efficiency and results. We tailor it to your needs, typically wrapping in 1–4 weeks depending on complexity.

Initial Discovery Call
Free 20–30 minute chat to assess your goals, challenges (e.g., audits, growth), and gather basics like EIN, prior returns, and revenue overview. Ends with a custom proposal and fee quote.

Data Collection & Review
You securely upload financials (income docs, receipts, P&L, payroll). We audit records for gaps, red flags, or missed deductions, then schedule a kickoff review.

Strategy Session & Planning
1–2 hour deep‑dive meeting (virtual/in‑person) to analyze your situation, identify optimizations (e.g., credits, entity changes), and build a personalized tax roadmap with projected savings.

Implementation & Filing
We handle filings, representations, or adjustments (e.g., quarterly estimates). You get real‑time updates via client portal, plus tools for ongoing compliance.

Follow‑Up & Year‑Round Support

Post‑engagement debrief with action items, plus optional retainer for monitoring changes or next steps. Year‑round access keeps you proactive.

Ready to schedule your discovery call? What’s one key issue you’d like addressed first?

Legacy Involved Tax Services specializes in industries common to  entrepreneurs and small businesses like yours. Our expertise draws from hands‑on work with diverse clients, including procurement, construction, creative services, and faith‑based ventures.

Procurement & E‑Commerce

Tailored tax strategies for sourcing, dropshipping, and online sales—optimizing sales tax, inventory deductions, and multi‑state compliance.

Construction & Home Services

Guidance on heavy equipment depreciation, subcontractor 1099s, job‑costing deductions, and Texas/NY cross‑state filings for tools/flooring suppliers.

Creative & Web Design Agencies

Maximizing home‑office, software, and freelance deductions for digital strategists, plus entity setup for solopreneurs scaling to teams.

Ministry & Non‑Profit Adjacent Businesses
Special handling for faith‑based coaching, podcasts, events—navigating 501(c)(3) ties, donation tracking, and personal/business separation.

We adapt to your unique setup. Which industry matches your business closest?