Life-Legacy Financial Counsel, Inc (LLFC) is a registered investment advisor whose Investment Specialists and qualified team members are able to provide tax planning advice to individuals and small/medium size companies.
Annually, we are available to review paycheck stubs and past tax forms to project potential tax liability and provide strategies to reduce income tax expenses. We are one of only a few Investment Advisory Firms in Southwestern Ohio that actually gives tax advice and files tax documents.
The goal of our income tax planning services is to help you avoid extraordinary refunds or liabilities through the failure to properly plan for deductions and withholding. We provide recommendations using advanced planning strategies that seek to achieve reasonable target investment returns, income tax savings, estate planning goals, and the asset protection goals.
Do not wait to discover in January that you have a big tax liability due in April. Do not wait to learn in January that you have provided to the federal and state government a 0% interest loan of funds that could have been better used to reduce your debt, saved for your retirement, benefited a charity in need, or enjoyed with your family.
Through Life-Legacy Financial Counsel, we provide income tax planning, advice, preparation and filing services. We give tax advice. We are an approved IRS e-file provider and our associates complete their IRS required continuing education courses each year. We provide our income tax preparation and e-file services to individuals and small businesses in Southwestern Ohio and throughout the United States.
We encourage the general public to research and use experienced tax advisors with at least 30 hours of continuing education credit and either an Enrolled Agent Status, CPA, or an Accredited Tax Advisor credential. We use the Intuit ProConnect (tm) tax software to complete your tax preparation.
Life-Legacy Financial Counsel Team can uses Secure Email, Intuit Link™ or our Google Secure Link™ to collect tax info and allow you to preview tax forms.
When you receive the Intuit link, you have the ability to send data and also receive documents associated with your filing in a secure system. You will receive email updates from Life-LegacyFC.us.
Copies of documents are stored in our Life-Legacy Archive, which you will have access to. We can also meet with you personally to collect your tax preparation documents. Below is our Tax Questionnaire and an electronic Document Checklist/ Organizer.
You can also upload documents using Secure Link™ at our Contact us webpage.
Individuals and business owners use this organizer to have their tax data organized all year through. To plan how much in deductible spending they will do to maximize their tax benefits. The Tax Organizer can be used during our Mid-Year Tax Review in July/ August to make sure tax benefits and tax thresholds are properly considered. We plan for changes in tax law and tax situations.
You are responsible for the accuracy of the data you present to us and we will always have you check over the tax return to make sure the presentation of data is accurate to the IRS.
But we warranty our work. If you receive a notice from the IRS, we will work with you and the IRS to get the penalty reduced or abated. We will pay the penalty, if needed. You are responsible for the payment of any taxes due.
Please tell family, friends, colleagues, business partners, and even total strangers about the excellent work that we have done for you. Encourage them to use our services. We are a small growing firm and advertising is expensive. If your not pleased, we want to know, because we want you to be 100% satisfied with our services.
Through referrals, we keep our operational expenses lower and share the cost reductions with you.