Individual tax preparation
A clear, organized process for your personal return, with guidance on the information our team needs.
Get StartedFINANCIAL GUIDANCE, WITH YOU IN MIND
Clear guidance.
Organized filing.
Personal attention.
Tax preparation and debt resolution support for individuals, self-employed professionals, and small businesses—with a convenient remote process and a team that keeps you informed.
Convenient remote processA personal approach
A CLEARER WAY FORWARD
Less uncertainty.
More peace of mind.
One step at a time.Guidance that keeps you moving.
OUR SERVICES
Support for the details.
Clarity for what comes next.
Practical assistance for your filing needs, whether you are starting fresh or addressing an outstanding tax matter.
Self-employed and small-business tax preparation
Preparation support shaped around your self-employment or small-business tax filing needs.
Get StartedPrior-year tax returns
Get organized and take the next step toward addressing outstanding prior-year returns.
Get StartedAmended tax returns
Request a review of a previously filed return and discuss whether an amendment is appropriate.
Get StartedIRS notice and identity-verification support
Help organizing notices and identity-verification requests, with deadlines reviewed by our team.
Get StartedTax debt resolution inquiries
Discuss your tax debt concerns and the information needed to assess possible next steps.
Get StartedRemote tax filing
Work with our team remotely, from intake through review and authorization.
Get StartedHOW IT WORKS
A thoughtful process.
A clear next step.
You shouldn't have to guess what to do next. We make the process easier to follow, with personal guidance along the way.
Let's get started- 01
Complete your intake
Use our full Jotform questionnaire and its document-upload fields.
- 02
Provide requested documents
Follow the checklist prepared for your case.
- 03
Work with our team
We review the details and follow up on questions.
- 04
Review and authorize
Review the engagement and return before authorizing.
- 05
Receive updates
Contact our team for preparation progress and next steps.
ABOUT LEGENCE
Behind every return,
there’s a person.
Your questions deserve a thoughtful answer. Your next step deserves to be clear.
Legence Tax Advisers is a financial advisory firm focused on tax preparation and debt resolution support. We serve individuals, self-employed professionals, and small businesses through a convenient remote process. Our approach is personal and practical: understand your needs, organize the details, and keep you informed about the next step. Behind every case is a person who deserves clear communication and thoughtful attention.
Get to know LegenceA LITTLE CLARITY
Questions? Start here.
Can I work with Legence remotely?
Yes. Our remote process lets you complete the Jotform questionnaire and upload requested documents without an office visit. Contact our team by email or phone for next steps.
What do I need to get started?
Complete our full Jotform Tax Return Questionnaire, including the requested information and document uploads. If you already submitted it, do not start a second intake. Our team will review your submission and follow up.
Can you help with prior-year or amended returns?
Yes. Tell us the tax years involved and whether a return has already been filed. Our team will review your request and explain the next steps.
I received an IRS or state letter. What should I do?
Keep the complete letter and note its response deadline. Tell our team promptly. A staff member must verify the deadline and review the notice before advising on next steps.
Does my preparation status show my IRS refund status?
No. Preparation progress is separate from IRS or state processing. Agency acceptance and other agency updates appear only after staff confirmation or a verified source.
How do I book a call?
Use Book a 30-Minute Call, then choose a time on Calendly for your 30-minute call with our filing team. Complete the booking on Calendly and look for its confirmation.
How will I know what happens next?
Our team will contact you with next steps and any additional information needed. You can also email or call us for an update.
When do we discuss the engagement?
Our team will share a client-specific proposal or agreement privately for your review and acceptance before work begins.
A clearer path starts with a conversation.
Book a 30-minute call with our filing team.