Here at Legacy First Financial Services, protecting client information is a top priority. We use an encrypted and secure client portal where you can send a personal chat, upload documents, e-sign, and even pay an invoice. Please only sign-up if you are serious of joining the Legacy First Family. Check it out and download the associated app so that you never miss a beat!
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Highlights
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Transparent Fees & Pricing
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In Business Since 2020
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Sentiment Analysis
Fast turnaround time, very knowledgeable and professional.
Simone is super professional and knowledgeable.
I’m so glad I chose Legacy First Financial Services to assist me with filing this year !
Simone was super proactive and kept me up to date along the process.
She completed my taxes in no time and kept me updated through every step of the process.
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