OUR FIRM & LEADERSHIP
Professional service. Personal attention.
Founded by Katherine Cox, Legacy Financial Tax Association is built on a simple yet powerful commitment: delivering dependable, high-touch tax preparation and business services designed to serve our clients far beyond a single filing season.
OUR CORE PHILOSOPHY
People. Plans. Prosperity. Legacy.
THE LEGACY TEAM
Committed to Excellence
Behind every Legacy client experience is a team committed to professionalism, organization, due diligence, and dependable year-round service.
WHAT DEFINES US
Built on principles of trust and accuracy.
Tax-First Precision
Rigorous due diligence, exhaustive deduction exploration, and meticulous adherence to federal and state tax codes.
Personalized Client Care
Every tax situation is unique. We listen closely to your financial story and craft tailored strategies for you or your business.
Year-Round Advocacy
Our commitment never ends on April 15th. We support your quarterly filings, IRS inquiries, and ongoing tax planning 365 days a year.
Generational Foundation
We don't simply file returns—we help individuals and founders establish business foundations that endure for generations.
FOUNDER & CEO
Katherine Cox
Legacy Financial Tax Association
Katherine Cox founded Legacy Financial Tax Association with a vision of bridging the gap between traditional neighborhood tax offices and private client wealth advisory experiences. Her standard of excellence centers on professional rigor, client education, and year-round accessibility.
Under her leadership, Legacy has expanded beyond individual tax filing to include comprehensive business tax preparation and administrative business formation assistance through the firm's signature Start Your Legacy program.
LEGACY FINANCIAL TAX ASSOCIATION
Meet Your Preparers
Professional service. Personal attention.
Get to know the team dedicated to helping you file with confidence.
The Team Behind Your Return
Three dedicated tax preparers. One shared commitment to your success.
Lashonda Cox
TAX PREPARER
Patient guidance, thoughtful preparation, and personal attention throughout your filing experience.
Zara Thomas
TAX PREPARER
Bringing several years of experience and clear communication to every client relationship.
Jasmine Thomas
TAX PREPARER
Dedicated to helping you stay informed, organized, and confident from start to finish.
Support at Every Step
More than tax preparation — a team that's here for you.
Personal Attention
We take time to understand your unique situation.
Clear Communication
We explain the process in simple, straightforward terms.
Year-Round Support
We're here when you have questions, not just at tax time.