INDIVIDUAL TAX PREPARATION • YEAR-ROUND SUPPORT
Individual taxes, prepared with precision.
Professional individual tax preparation built around accuracy, organization, and a streamlined client experience — in person in Southaven or virtually, nationwide.
TAX SEASON 2027
Tax season is on the horizon.
January 1, 2027 — 12:00 AM Central Time. Get ready early with Legacy and avoid the last-minute rush.
WE BEGIN SCHEDULING INDIVIDUAL FILINGS AT THE START OF TAX SEASON
REFUND ADVANCE
$7,000
UP TO — REFUND ADVANCE LOAN
Access a Refund Advance while you wait.
Eligible clients may qualify for a Refund Advance loan of up to $7,000. A Refund Advance is a loan — not your refund itself — and is repaid from your tax refund once it is issued by the taxing authority.
CLIENT JOURNEY
Filing with Legacy
made simple.
A transparent, structured workflow designed for clarity, security, and peace of mind.
Get Started
Choose individual tax preparation and begin your Legacy client experience.
Submit Your Information
Securely upload the documents and information required for your return.
Your Return Is Prepared
The Legacy team reviews, organizes, and prepares your return based on your information.
Review & File
Confirm the details, approve your return, and move forward with filing.
BEFORE YOU FILE
Tax-season preparation tips.
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Gather your documents early
Organizing your W-2s, 1099s, and receipts ahead of time helps your preparer file accurately and on schedule.
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Review last year's return
Comparing against the prior year surfaces carryovers, recurring deductions, and anything that has changed.
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Note life changes
Marriage, a new dependent, a home purchase, or a job change can significantly affect your return.
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Track deductions year-round
Keeping clean records of medical, education, and self-employment expenses reduces missed opportunities.
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Don't wait for the deadline
Filing early means smoother processing, fewer errors, and more time to handle any questions.
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Keep digital and paper copies
Secure, organized records make future filings and any correspondence from tax authorities easier to manage.
WHAT TO BRING
Your document
checklist.
The documents you'll need depend on your situation. Use this checklist as a starting point, and the Legacy team will confirm everything once you begin.
Personal Identification
- Valid government-issued photo ID (driver's license or state ID)
- Social Security cards or ITIN letters for you and each dependent
- Filing status and the names of all persons on the return
Income Documents
- W-2 wages from every employer
- 1099-NEC, 1099-MISC, and 1099-K (self-employment & gig income)
- 1099-INT, 1099-DIV, and 1099-B (investment income)
- 1099-R and SSA-1099 (retirement & Social Security)
- 1098-T (education) and 1098 (mortgage interest)
- K-1 statements (partnership, S-corp, or trust income)
- Records of any other income (rental, crypto, cash)
Deductions & Credits
- Receipts for itemized deductions (medical, charitable)
- Childcare provider name, address, and tax ID
- Education expenses and student loan interest paid
- HSA, traditional, and Roth IRA contribution records
- Records of estimated tax payments made during the year
Life Changes
- Marital status changes (marriage or divorce)
- New dependents (birth, adoption, or custody)
- Home purchase or sale
- Job change, relocation, or retirement
- A move to a new state (may require multi-state filing)
Banking & Filing
- Voided check or bank routing and account numbers for direct deposit
- Prior-year Adjusted Gross Income (AGI) for e-file signature verification
- A copy of last year's federal and state returns, if available
Business / Self-Employment (if applicable)
- Profit & loss or income & expense summary
- Vehicle mileage logs
- Home office square footage and related expenses
- 1099s received and records of payments to contractors