Professional service.
Personal attention.
Founded by Katherine Cox, Legacy Financial Tax Association is built on a simple yet powerful commitment: delivering dependable, high-touch tax preparation and business services designed to serve our clients far beyond a single filing season.
People. Plans. Prosperity. Legacy.
Committed to Excellence
Behind every Legacy client experience is a team committed to professionalism, organization, due diligence, and dependable year-round service.
Built on principles of trust and accuracy.
Tax-First Precision
Rigorous due diligence, exhaustive deduction exploration, and meticulous adherence to federal and state tax codes.
Personalized Client Care
Every tax situation is unique. We listen closely to your financial story and craft tailored strategies for you or your business.
Year-Round Advocacy
Our commitment never ends on April 15th. We support your quarterly filings, IRS inquiries, and ongoing tax planning 365 days a year.
Generational Foundation
We don't simply file returns—we help individuals and founders establish business foundations that endure for generations.
Katherine Cox
Legacy Financial Tax Association
Katherine Cox founded Legacy Financial Tax Association with a vision of bridging the gap between traditional neighborhood tax offices and private client wealth advisory experiences. Her standard of excellence centers on professional rigor, client education, and year-round accessibility.
Under her leadership, Legacy has expanded beyond individual tax filing to include comprehensive business tax preparation and administrative business formation assistance through the firm's signature Start Your Legacy program.
7165 Getwell Road
Building H, Suite 2
Southaven, MS 38672