Services Overview

Tax Preparation & Planning Services

New Client Rates

Personal income tax return, which includes

  • Federal & State, includes all schedules, and filing statuses

  • Annual bookkeeping session for your business if needed

  • 1099 Series Compliance

  • Cryptocurrency transaction reporting

  • Personalized and actionable tax plan with advanced strategies for the coming tax year to maximize after-tax income

  • Audit Protection covers the civil audit period, three years from the filing date. If your return is audited, Legion will provide you with a qualified person (but not an attorney) to represent you before the tax authority should such tax authority question the accuracy of your return. - 2,000

Partnerships, S Corp, C Corp, Multi-member LLC, Non-profits, Gift Tax, Trust & Estate Tax Returns - 3,500

Executive Session - 300

Prefer to skip our online portal in providing your tax documents? Mail or e-mail everything to the firm, and we handle the rest. Best for those who prefer not to use our online client portal.

Consultation, IRS Resolution Services, and Business Advisor Services

This service is included in a business advisor engagement or a one-time, flat fee. Let's schedule a call to see your exact needs.


This service is included in a business advisor engagement. Let's schedule a call to see your exact needs.

Full-Service Payroll

This service is included in a business advisor engagement.

All local, state, and federal quarterly reports, such as form 941, state withholding, and SUTA-related quarterly reports. Year-end reports such as 1099-Misc, 1096, W-3, 940, SUTA year-end, and W-2s. In addition, any applicable new hire reporting, benefits, and garnishment management. 1099-Misc reporting requires either client-provided payout totals or a subscription to Legion Controller Services.

Financial Advocate Service

You recently divorced or separated, and your spouse handled all the finances? Are you worried you won't get a clean break on the assets in the divorce and proper alimony to support your home and your children? The firm can act as your financial advocate in working with your divorce attorney and helping you make this difficult transition in your life. We fill in the gap and handle all the odds and ins between what your divorce attorney will do and having a robust financial partner at your side.

New Business Setup Services

This service is included in a business advisor engagement.

Many take us up on our new business package. It includes:

SBA Loan Compliant Business Plan

Legal LLC Setup or Incorporation includes S-corporation election.

IRS - EIN Setup

Business Email

Business Phone Line Setup

Business Checking Account Setup

Business Name Selection Help

Sales Tax Permit Setup (as applicable per state law)

Starter Website

Digital Business Cards Setup

Mobile Document Scanner Setup

Quickbooks Training

Payroll Setup for Legion Full Payroll Service

On-Demand Remote Technical Support

Is BarTender software malfunctioning? Does your MacBook keep asking for the keychain password on startup? "Search" toolbar infection? On-Demand Remote Technical Support is our solution. Guaranteed to resolve your software issues, or you pay nothing.

Referring Friends & Family - $200 Cash or Invoice Credit

Referring friends & family pays off! For every referral you provide that becomes a client, $200 dollars is deducted from your tax preparation fee at time of billing. You can have an unlimited amount of referrals. If you have extra referrals, you can use it for next year's tax preparation fee or simply request the cash. Word of mouth is the strongest form of advertisement. Why spend thousands of dollars on an ad campaign, when Legion would rather reinvest into its client base. Exceeding your expectations keeps you with us.