• Welcome to Legacy Financial Services

    At Legacy Financial Services, you can rely on help from real professionals who will take the time to get to know your unique goals.

    Legacy Financial Services is a full-service tax preparation and financial services firm located in Palm Beach Gardens, Florida. Since 1975, we have helped individuals, families, and businesses to reduce their overall tax burden and provide high quality tax and financial consulting services tailored to each of our clients’ particular needs.

    Through our sister company, Legacy Financial Advisors, Inc., we offer financial services including investments, insurance, and retirement preparation strategies. Learn more.