Tax Assist, Inc. & Legacy Planning Services Inc. is a small, family owned accounting and financial services firm. Our organization has been in business for 31 years. With over 60 years of combined experience, the principal partners and support staff here at Tax Assist & Legacy Planning Services are able to provide a variety of services to our clients. Our company’s mission is to provide our clients with stellar customer service, reliable advice, individualized plans that minimize tax liabilities, ease transfer of wealth, and enhance retirement options for clients. We strive to treat all clients with the utmost respect. Everyone’s situation is unique to them and “one size fits all” plans do not work. Our mission statement is “Financial Security for Tomorrow…..Today.” People do business with our firm due to our highly knowledgeable staff and diverse personalities. By meeting the needs of our clients, our firm maintains a 95% client retention rate.
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