ABOUT LEGACYTAX PRO

ACCURATE.
COMPLIANT.
PROFITABLE.

OUR STORY

WHY THIS BUSINESS EXISTS

I started LegacyTax Pro because I saw how many people were being misinformed, overcharged, or put in bad positions without even realizing it. Too many clients were trusting tax preparers who were not taking the time to do things correctly.

Before building this business, I was already working in sales and the financial space. That experience taught me how money moves and how important structure really is. But once I got into taxes, I saw the gaps: lack of education, lack of compliance, and no real guidance for clients.

I built LegacyTax Pro to change that. I wanted to create a space where people could get their taxes done the right way and actually understand what is going on with their finances.

OUR FOUNDER

MEET KAYLA RICHARDS

Kayla Richards is an IRS Authorized EFIN Holder and experienced tax professional with over 10 years of experience in the financial and tax industry.

She has worked with individuals, self-employed professionals, and small business owners, with specialties in individual tax preparation, small business tax strategy, and helping entrepreneurs stay compliant and organized.

Kayla is also a business owner and a mother. Everything she does is built around creating stability and growth, not just for herself, but for her family and the people she works with.

OUR STORY

How We

Operate

Too many tax professionals are rushing through returns, not asking enough questions, and putting clients at risk just to get them in and out. That is not how we operate.

At LegacyTax Pro, everything is done with intention. Every return goes through a thorough review process. We ask the right questions, verify documentation, and make sure everything aligns before anything is filed.

Behind the scenes, everything is system based, from intake to document collection to final delivery, so your return is handled efficiently and correctly every single time.

WHO WE SERVE

Who We Work With

We work best with individuals and business owners who are serious about handling their finances the right way. Our ideal clients are organized, responsive, and understand the importance of doing things correctly.

We do not work with anyone looking to file false information, take shortcuts, or avoid providing proper documentation. If compliance is not a priority for you, we are not the right fit. If it is, you are in the right place.

BEYOND TAX SEASON

WE GO BEYOND FILING

At LegacyTax Pro, we do not just file your taxes. We help you understand what is happening behind the numbers.

We provide guidance on how to stay organized, what to track throughout the year, and how to avoid the common mistakes that cost people money.

For business owners, we help create structure so you are never scrambling when tax season arrives. The goal is to keep everything clean, organized, and ready at all times.