When the IRS Creates Pressure, Start With a Clear Plan.
Legacy combines advanced tax-resolution expertise with disciplined account analysis to help individuals and businesses understand the problem, evaluate their options, and take informed action.
Tell us what you're facing. We'll show you the next step.
Every situation begins the same way — with a disciplined review of your account. Choose what best describes yours.
Analysis Before Negotiation.
A responsible resolution strategy is not a phone call to the IRS. It begins with a complete, evidence-based understanding of your tax account.
- Account transcripts
- Filing compliance
- Assessment history
- Collection status
- Notices and deadlines
- Financial information
- Prior agreements
- Available resolution options
- Ongoing compliance requirements
Written Plan of Action
A defensible strategy, in writing, before we contact the agency.
- 01 Confirmed facts and compliance status
- 02 Realistic resolution options with tradeoffs
- 03 Recommended strategy and rationale
- 04 Timeline, responsibilities, and deadlines
- 05 Post-resolution compliance requirements
Twenty years in uniform. Two decades resolving tax problems.
Stephan built Legacy on the same operating principles that governed his Air Force career: calm under pressure, attention to detail, and a clear chain of action. Clients feel that discipline in every deliverable.
From crisis to control — six disciplined steps.
Urgent Situation Review
Identify enforcement activity, notices, deadlines, and immediate risks.
Secure Discovery
Obtain authorization, transcripts, filings, notices, and financial information.
Tax Account Analysis
Build a clear view of balances, compliance, assessments, and collection status.
Written Plan of Action
Explain available options, recommended strategy, responsibilities, and next steps.
Representation & Resolution
Communicate with the appropriate agencies and implement the selected strategy.
Compliance & Prevention
Establish filing, payment, bookkeeping, payroll, or planning support designed to prevent recurrence.
Payroll-Tax Problems Require Immediate, Specialized Attention.
Trust-fund liabilities move faster than most tax problems, expose owners and officers personally, and continue to accrue while a business is still operating. The response has to be structured — not reactive.
Request a Payroll-Tax Case Review- Trust-fund taxes and Trust Fund Recovery Penalty exposure
- Repeated missed deposits and escalating notices
- Personal assessment risk for owners and responsible parties
- Continuing to accrue new liabilities during the case
- Deposit cadence, payroll provider, and record-keeping issues
Common pathways — evaluated, not promised.
Eligibility depends on the taxpayer's facts, compliance, finances, and applicable law. We identify the options that realistically apply to your case and explain the tradeoffs.
No firm can guarantee an IRS settlement, penalty removal, or specific savings before analyzing the full account.
What clients say — and what the credentials mean.
“I had been avoiding getting current with Uncle Sam for a long time. I knew I needed professional help. Legacy laid out a clear plan and stayed with me through every step.”
“They didn't rush to negotiate. They explained the account first, so I actually understood what I owed and why — then we picked the right path.”
“Stephan's team handled the payroll-tax exposure calmly and professionally. Their discipline is what got us through it.”
Testimonials describe individual experiences. Past outcomes do not guarantee future results.
Resolving the Past Is Only Part of Protecting the Future.
Once your case is resolved, we build the systems that keep it that way — compliance, planning, and financial operations.
You Need More Than a Promise. You Need a Plan of Action.
Start with a disciplined review of your tax account. We will explain what you're facing, what options realistically apply, and what a defensible strategy looks like.