Legacy First Financial Services
Simone was incredible, let's just start there. Taxes are a scary topic for most of us and it stems from limited purview over implications of financial decision-making. So my approach to working with Simone was to ensure I communicated my desire to learn. Thankfully it aligned with her working style. Simone thoroughly explained topics I previously viewed as complex and pretentious. She made these concepts easily digestible while demonstrating a breadth of patience. As Simone asked pertinent questions throughout our discussions, it expanded my overall perception of taxes—it empowered me. I quickly learned that tax filing season is not the only time you need to be having these discussions. It's imperative to have a tax planning session in order to set yourself up for success for the...
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Sentiment Analysis
Simone is always there to answer any questions I have and makes sure I understand the process.
We felt comfortable and confident that we would get the most out of our return and that something as sensitive as our financial details was safe and secure.
I have been using them since I began filing my taxes and I plan to continue working with them!
Legacy first Financial has been preparing my personal and business taxes for 3 years now and I think I’ve found a preparer I can finally remain with.
The story of how she even started this journey of preparing taxes was one that moved my heart, and for her passion to shine through in her timely responses, knowledge and desire to obtain the best results, makes me look forward to working with her again on this thing (argh, taxes) that can be so tedious and daunting.
This is my 5th year filing with Legacy First and I still cannot recommend them more!
Very flexible with your schedule and great communication skills throughout the whole experience!
She provides the best services and she takes the time to make sure that all of our questions are answered and our concerns are addressed.
I tried Legacy First Financial services after so much frustration with other preparers over the years (including CP As that I used for business tax preparation), and since then everything has been a breeze and I have no communication lags as was common before using this firm.
I was so nervous filing taxes for the first time, but Simone was non-judgemental, kind, and broke down what I needed to do in a very accessible way.
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