Katherine in a gold and emerald office beside a desk and laptop

TAX PREPARATION • BUSINESS SERVICES • YEAR-ROUND SUPPORT

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.

FILE WITH LEGACY EXPLORE SERVICES

WELCOME TO LEGACY

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

01

Individual Taxes

Comprehensive personal filings, schedules, and due diligence.

02

Business Taxes

Corporate, LLC, and partnership tax advisory and preparation.

03

Year-Round Support

Advisory, correspondence assistance, and ongoing support.

04

Business Formation

EIN acquisition, state filings, and structured launch guidance.

TAX SERVICES

File with
confidence.

Professional tax services built around accuracy, organization, due diligence and a streamlined client experience.

EXPLORE TAX SERVICES

VIRTUAL & IN-PERSON APPOINTMENTS

THE LEGACY MANIFESTO

FILE TODAY. BUILD TOMORROW. LEAVE A LEGACY.

Emerald and gold office with a desk, laptop, and business documents

SIGNATURE PROGRAM

Start Your Legacy

From Vision to Formal Enterprise

FOR ENTREPRENEURS

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.

START YOUR BUSINESS BOOK A CONSULTATION

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

MEET THE FOUNDER

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.

MEET KATHERINE

Katherine Cox

SIGNATURE OF AUTHENTICITY

THE LEGACY TEAM

Professional service. Personal attention.

The Legacy Financial Tax Association team

FIRM CULTURE

Behind every Legacy client experience is a team committed to professionalism, organization and dependable service.

CLIENT JOURNEY

Filing with Legacy
made simple.

A transparent, structured workflow designed for clarity, security, and peace of mind.

01

Get Started

Choose the service you need and begin your Legacy client experience.

02

Submit Your Information

Securely provide the information and documentation required for your service.

03

Your Return Is Prepared

The Legacy team reviews and prepares your return based on the information provided.

04

Review & File

Complete the review process and move forward with filing.

GET STARTED

Virtual and in-person consultations available nationwide.

WHY LEGACY

Why clients
choose Legacy.

Built on precision, trust, and continuous professional guidance.

01

Professional Service

A commitment to accuracy, organization and dependable client care on every filing.

02

Year-Round Availability

Support that extends well beyond the traditional tax season for ongoing advisory and compliance.

03

Individual & Business Tax Services

Preparation and filing tailored to both personal and enterprise needs under one roof.

04

Entrepreneur Support

Business formation assistance and federal filings to help you formally establish your venture.

05

Virtual & In-Person Options

Flexible service delivery designed around how you prefer to work, serving clients nationwide.

06

Streamlined Client Experience

A clear, organized process from secure onboarding through preparation and final filing.

QUESTIONS

Frequently
asked questions.

Answers to common questions about working with Legacy. For guidance specific to your situation, please contact us directly.

Do you offer virtual tax preparation?

Yes. Legacy offers both virtual and in-person tax preparation, so you can work with us in the way that best fits your schedule and location.

Do you prepare both individual and business tax returns?

Yes. Legacy provides professional tax preparation for individual taxpayers as well as business tax preparation tailored to the needs of business owners and entrepreneurs.

How do I get started with Legacy?

Simply reach out through our contact options. We'll help you choose the service you need and guide you through the onboarding process step by step.

What documents will I need?

The documents required depend on your specific situation and the service selected. Once you begin, the Legacy team will provide a clear list of the information and documentation needed for your return.

Do you provide services outside of tax season?

Yes. Legacy offers year-round tax support for clients who need ongoing assistance beyond the traditional filing season.

What is Start Your Legacy?

Start Your Legacy is Legacy's business formation service, helping entrepreneurs navigate the process of formally establishing a business, including federal EIN registration and applicable state formation filings.

Can Legacy help me establish a new business?

Yes. Legacy provides business formation assistance as an administrative and filing support service. These services are not a substitute for legal advice, and government processing and approval timelines may vary.

BEGIN TODAY

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.

FILE WITH LEGACY BOOK A CONSULTATION

901-745-2334 info@legacyfta.org