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MANAGING HEADQUARTERS
Legacy Advisory's Firm
A Houston-based tax preparation and financial services firm, established in 2011. We support tax professionals, EROs, and service bureau founders with nationwide digital reach.
Email Inquiries
inquiries@legacyadvisoryfirm.com
Advisory & ERO Desk
(800) 492-9182
Mon – Fri · 9:00 AM – 6:00 PM EST
Existing Partners
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All communications and firm transition discussions are held in strict professional confidence under customary non-disclosure standards.