File with Legacy Advisory
From the comfort of your home — or in our office.
Fast, trusted, IRS-authorized filing backed by 15+ years of strategic mastery. Approved clients can receive up to $7,500 same-day cash advances with zero out-of-pocket cost.
$7,500
Same-Day Advance
OVER 400+
Satisfied Clients
15+
Years Experience
Roberta Roberts
Founder & CEO · Est. 2011
$8,785
$7,500
GET UP TO $7,500 SAME-DAY
Apply during your tax appointment. Zero out-of-pocket costs — deducted from refund.
Zero Out-of-Pocket
All advance fees come straight out of your IRS refund — nothing due upfront, ever.
Same-Day Funding
Approved advances are funded within hours of filing — not the usual multi-week IRS wait.
No Credit Check
Eligibility is based on your expected refund, not your credit score.
File & Apply Together
Request your advance right inside your tax appointment — online or in our Houston office.
MAXIMIZE EVERY DEDUCTION & CREDIT
DON'T LEAVE MONEY ON THE TABLE THIS TAX SEASON
File with a trusted tax professional from the comfort of your home or in our Houston office.
TAX HELP YOU NEED AND THE BIGGEST POSSIBLE REFUND — GUARANTEED!
Legacy Advisory's Firm offers unparalleled, personalized tax services to a broad range of clients. As your trusted tax professionals with over 15 years of industry leadership, we're here to ensure that all your tax preparation needs are met with accuracy, speed, and absolute confidentiality. We take pride in staying current with every IRS update and tax code revision to deliver the most reliable, up-to-date guidance and maximize your hard-earned financial return.
SIMPLE & ACCELERATED
TAX PREPARATION Process
From intake to IRS e-file confirmation — smooth, transparent, and completely guided.
CHOOSE ONLINE OR IN-OFFICE
Select whether you want to file virtually from anywhere nationwide or schedule an in-person appointment at our Houston office.
FILL OUT CLIENT INTAKE FORM
Complete our secure digital Client Intake Form. Once submitted, our ERO advisory desk will review your details and send your booking confirmation.
FILE WITH A LIVE TAX PRO
Meet directly with a senior tax strategist in our Houston office or virtually via encrypted video conference. Every return is reviewed before IRS submission.
WHAT WE PREPARE
Comprehensive tax preparation services.
Established in 2011, our firm specializes in individual and business tax preparation, strategic tax planning, tax reduction strategies, financial education, credit restoration guidance, and business advisory services.
Individual Tax Preparation
Personal 1040 returns prepared with precision — W-2 and 1099 income, self-employed and gig earnings, dependents, credits, and itemized deductions all handled with care.
- Personal 1040 federal & state returns
- Self-employed & gig income reporting
- Dependents, EIC & education credits
- Itemized vs. standard deduction analysis
Business Tax Preparation
Corporate, partnership, and nonprofit returns filed accurately and on time — from sole proprietorships to multi-member LLCs and full corporate filings.
- Corporate returns (1120, 1120S)
- Partnership returns (1065)
- Nonprofit returns (990)
- Sole proprietorships & multi-member LLCs
Strategic Tax Planning
Year-round planning that keeps you ahead of every deadline — quarterly estimates, retirement strategies, and entity structuring designed to minimize surprises.
- Year-round proactive planning
- Quarterly estimated payment guidance
- Retirement & investment strategies
- Entity structuring & optimization
Tax Reduction Strategies
Legitimate, compliant strategies to reduce your tax burden — deduction maximization, credit identification, and timing strategies tailored to your situation.
- Deduction maximization
- Credit identification & capture
- Loss harvesting & timing strategies
- Customized reduction roadmaps
Credit Restoration Guidance
Credit education and restoration roadmaps to strengthen your financial foundation — dispute guidance, rebuilding plans, and credit-business training.
- Credit education & literacy
- Dispute guidance & roadmaps
- Rebuilding & restoration plans
- Credit-business training
Business Advisory Services
Advisory support to help you start, grow, and scale — entity selection, bookkeeping setup, payroll, compliance, and long-term growth strategy.
- Entity selection guidance
- Bookkeeping & payroll setup
- Compliance & due diligence
- Growth & scaling strategy
THE LEGACY STANDARD
WHY CHOOSE Us?
Built on integrity, precision, and multi-generational financial mastery.
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our strategies to ensure the best possible outcomes for you.
Experience & Expertise
With over 15 years of leadership in the tax industry, our team is well-versed in the ever-changing tax codes and IRS regulations. We stay up-to-date with the latest developments to provide accurate, reliable advice.
Client Satisfaction
Our track record of over 400+ satisfied clients speaks for itself. We're proud to have helped individuals, families, and businesses not only meet their tax obligations but also achieve long-term financial success.
REAL EXPERIENCES
CLIENT Feedback
Hear directly from clients who trust Legacy Advisory's Firm season after season.
Deandrea Whitley
"Roberta and Legacy Advisory's Firm have to be one of the most AMAZING Tax Preparers I've ever encountered. She made it so easy to trust her with my personal information after being mishandled twice before. Her timing is impeccable, she goes ALL out to assure you are satisfied while teaching you useful financial information. 10/10 recommend!"
Mesha
"I've been coming to Legacy Advisory for tax preparation for a couple of years now and Roberta is deeply passionate about what she is doing. Answers any questions you have to the best of her ability with rapid results. I didn't have to wait long and she made me feel comfortable throughout. Thanks for all you do!"
C. Thibodeaux
"I have been filing my taxes here for almost 10 years now! I have filed many different ways throughout the years with many different needs and issues. Roberta has always worked diligently to process returns with patience, dignity, extensive knowledge, and compassion for her clients. I feel confident paying for professional expertise and peace of mind... the refund is just the added bonus!"
GOT QUESTIONS?
FREQUENTLY ASKED Questions
You will need government-issued photo ID (driver's license or passport), Social Security cards or ITIN letters for yourself, your spouse, and all dependents, all wage and income statements (W-2s, 1099-NEC, 1099-MISC, 1099-K, 1099-INT), last year's tax return, business expense logs (if self-employed), childcare receipts and provider tax ID, and your bank routing and account numbers for direct deposit.
READY TO FILE OR CLAIM YOUR $7,500 ADVANCE?
Book an appointment with an executive tax strategist online or visit our Houston office. Wealth Is Planned — Not Accidental.
OUR
BANKING PARTNERS
Legacy Advisory's Firm integrates directly with the industry's premier bank product-processing institutions — powering same-day refund cash advances up to $7,500, direct deposit payouts, and zero out-of-pocket filing.
Refund Advantage
Verified PartnerOur focus is, and has always been, on helping independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo
Verified PartnerRefundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It's packed with tools and features.
TPG
Verified PartnerFounded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
PARTNER WITH US TODAY!
Join our Service Bureau network or file your individual & business tax returns with Houston's premier advisory.