Individual taxes,
prepared with precision.
Professional individual tax preparation built around accuracy, organization, and a streamlined client experience — in person in Southaven or virtually, nationwide.
Tax season is on the horizon.
January 1, 2027 — 12:00 AM Central Time. File early with Legacy and avoid the last-minute rush.
We begin scheduling individual filings at the start of tax season
File With LegacyUp to — Refund Advance Loan
Access a Refund Advance while you wait.
Eligible clients may qualify for a Refund Advance loan of up to $7,000. A Refund Advance is a loan — not your refund itself — and is repaid from your tax refund once it is issued by the taxing authority.
Please note — Refund Advance is an optional loan product subject to approval and eligibility. Availability, loan amounts, and funding timelines are not guaranteed and may vary. The advance is repaid from your tax refund. Legacy Financial Tax Association does not guarantee any refund amount, approval, or funding timeframe.
Filing with Legacy made simple.
A transparent, structured workflow designed for clarity, security, and peace of mind.
Get Started
Choose individual tax preparation and begin your Legacy client experience.
Submit Your Information
Securely upload the documents and information required for your return.
Your Return Is Prepared
The Legacy team reviews, organizes, and prepares your return based on your information.
Review & File
Confirm the details, approve your return, and move forward with filing.
Virtual and in-person consultations available nationwide.
Tax-season preparation tips.
Gather your documents early
Organizing your W-2s, 1099s, and receipts ahead of time helps your preparer file accurately and on schedule.
Review last year's return
Comparing against the prior year surfaces carryovers, recurring deductions, and anything that has changed.
Note life changes
Marriage, a new dependent, a home purchase, or a job change can significantly affect your return.
Track deductions year-round
Keeping clean records of medical, education, and self-employment expenses reduces missed opportunities.
Don't wait for the deadline
Filing early means smoother processing, fewer errors, and more time to handle any questions.
Keep digital and paper copies
Secure, organized records make future filings and any correspondence from tax authorities easier to manage.
Your document checklist.
The documents you'll need depend on your situation. Use this checklist as a starting point, and the Legacy team will confirm everything once you begin.
Ready to file with Legacy?
Whether it is your first return or your fiftieth, Legacy Financial Tax Association is ready to help you file with confidence.