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Trusted Tax Preparation Services in Palm Beach A Personal Touch

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.


No Worry Consultations

Free, no obligation consultations. There’s no cost and no pressure. We’ll tell you what we think and you make the decision. Contact us to schedule a consultation today.

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Our Services

Full-service means we do it all. Not only do we help you with your taxes, but we also provide bookkeeping, and business start-up services.

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Added Value

We care about your overall financial outlook too. Our sister company, Legacy Financial Advisors, Inc., provides insurance and investment solutions to help you reach your financial goals.

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