Taxes are
what we do.
Legacy is what we
build.
Professional tax preparation for individuals and businesses, backed by year-round support and business services designed to help you move forward with confidence.
More than tax preparation.
A team built around your financial journey.
Legacy Financial
Tax Association • Est. MS
Tax preparation is at the heart of Legacy Financial Tax Association, but your financial needs do not begin and end with tax season.
Legacy provides professional tax preparation, business tax services, year-round support and business formation assistance for individuals, entrepreneurs and growing businesses. We bring clarity, precision, and dependable counsel to every engagement.
Core Practice Areas
Individual Taxes
Comprehensive personal filings, schedules, and due diligence.
Business Taxes
Corporate, LLC, and partnership tax advisory and preparation.
Year-Round Support
Advisory, correspondence assistance, and ongoing support.
Business Formation
EIN acquisition, state filings, and structured launch guidance.
File with confidence.
Professional tax services built around accuracy, organization, due diligence and a streamlined client experience.
FILE TODAY.
BUILD TOMORROW.
LEAVE A LEGACY.
Start Your Legacy
From Vision to Formal Enterprise
Start Your Legacy.
You have the vision. Let's make it official.
Legacy Financial Tax Association assists aspiring and existing business owners with the process of establishing their businesses and completing applicable federal and state registration requirements.
Business Formation Assistance
Entity classification support (LLC, S-Corp, Partnership) tailored to your operational goals.
Federal EIN Registration Assistance
Obtaining your Employer Identification Number through federal administrative filings.
State Formation Filing Assistance
Articles of Organization / Incorporation filing support with relevant Secretary of State offices.
Business Consultations
Strategic onboarding consultations to structure your financial records for tax readiness from Day 1.
Business formation services are administrative and filing assistance services and are not a substitute for legal advice. Government processing and approval timelines may vary.
Executive Profile
Katherine Cox
Founder & CEO • Legacy Financial Tax Association
“A tax firm designed to serve beyond a single season—building lasting financial foundations for families and entrepreneurs.”
Katherine Cox founded Legacy Financial Tax Association with a commitment to providing clients with professional, dependable service while building a company designed to serve beyond a single tax season.
Her vision for Legacy centers on professional service, client education, consistency and helping individuals and business owners build stronger financial foundations.
Professional service.
Personal attention.
Behind every Legacy client experience is a team committed to professionalism, organization and dependable service.
Filing with Legacy made simple.
A transparent, structured workflow designed for clarity, security, and peace of mind.
Get Started
Choose the service you need and begin your Legacy client experience.
Submit Your Information
Securely provide the information and documentation required for your service.
Your Return Is Prepared
The Legacy team reviews and prepares your return based on the information provided.
Review & File
Complete the review process and move forward with filing.
Virtual and in-person consultations available nationwide.
Why clients choose Legacy.
Built on precision, trust, and continuous professional guidance.
Professional Service
A commitment to accuracy, organization and dependable client care on every filing.
Year-Round Availability
Support that extends well beyond the traditional tax season for ongoing advisory and compliance.
Individual & Business Tax Services
Preparation and filing tailored to both personal and enterprise needs under one roof.
Entrepreneur Support
Business formation assistance and federal filings to help you formally establish your venture.
Virtual & In-Person Options
Flexible service delivery designed around how you prefer to work, serving clients nationwide.
Streamlined Client Experience
A clear, organized process from secure onboarding through preparation and final filing.
Frequently asked questions.
Answers to common questions about working with Legacy. For guidance specific to your situation, please contact us directly.
Your next chapter
starts with Legacy.
Whether you're preparing your taxes, building a business or planning your next move, Legacy Financial Tax Association is ready to help you get started.