Stop Overpaying at
Tax Time Every Year
A LegacyWise Tax membership gives you a dedicated strategist, year-round planning, audit defense, and secure online payment — so you keep more of what you earn without the April panic.
A Tax Partner, Not a Seasonal Preparer
Quarterly strategy check-ins, encrypted document vault, and a dedicated strategist who answers the phone in November — not just April.
More Than Filing — A Year-Round Tax Partner
We're not a seasonal pop-up. Members get proactive planning, audit defense, and a secure portal — all included, all year long.
Proactive, Not Seasonal
Quarterly check-ins catch deductions, credits, and write-offs all year — not just in April.
Full IRS Audit Defense
IRS letter or notice? We handle responses, communications, and representation for you.
Transparent, Predictable Pricing
Flat monthly or annual plans. No surprise hourly fees. No hidden add-ons. Ever.
Bank-Grade Secure Portal
Upload documents through a 256-bit encrypted vault — never email attachments.
Year-Round Access
Your dedicated strategist is one message away whenever the IRS, a lender, or life comes knocking.
Pay Securely Online
Subscribe with your card through our encrypted checkout. Cancel anytime through our office.
Pick the Plan That Fits Your Tax Life
Transparent monthly pricing. Subscribe online with your card and cancel anytime through our office.
- Personal Federal & State Tax Prep (W-2)
- Deductions & Credit Optimization Review
- IRS Electronic E-File with Direct Deposit
- One Free Return Amendment per year
- Priority Email Support within 24 hours
- Encrypted Portal Vault Document Access
- Everything in Essential, plus:
- Schedule C / 1099 Expense Deduction Discovery
- Quarterly Tax Savings Strategy Check-ins
- Personalized Tax Savings Blueprint Report
- Basic Audit Notice Defense & Review
- Priority Phone & Email Direct Support
- Everything in Pro Plan, plus:
- Corporate Business Tax Return (1120-S / 1065)
- Form 2553 S-Election Salary Structuring
- Monthly Bookkeeping Overview & Reconciliation
- Full IRS Audit Letter Representation
- 1-on-1 Annual Business Tax Strategy Session
Three Steps to Year-Round Peace of Mind
Pick Your Tier
Choose the membership that matches your filing situation — W-2, freelancer, LLC, or investor.
Pay Securely Online
Subscribe with your card through our encrypted checkout. Your membership starts immediately.
Meet Your Strategist
We onboard you, set up your secure portal, and schedule your first quarterly strategy check-in.