✦ FILE WITH LUXE ✦
Tax Preparation,
The Luxe Way.
Professional tax preparation with accuracy, communication,
and an elevated client experience from start to finish.
START YOUR RETURN →
THE LUXE EXPERIENCE
More Than Filing a Return.
At Luxe Legacy Financial, tax preparation is about more than entering
numbers into software. Your return is prepared using the information
and documentation you provide, with attention to accuracy,
communication, and the tax rules applicable to your individual situation.
✦ TAX SERVICES ✦
How We Can Help
Tax situations aren't one-size-fits-all. Our preparation services
support individuals, families, entrepreneurs, and small business owners.
✦
Individual Tax Returns
Professional federal and applicable state income tax preparation
based on your filing situation and documentation.
◆
Family Tax Returns
Preparation for qualifying taxpayers with dependents and family-related
tax considerations based on their individual circumstances.
✦
Self-Employed & 1099
Tax preparation for independent contractors, freelancers,
gig workers, and other self-employed taxpayers.
◆
Small Business Returns
Tax preparation support for qualifying small business owners,
with service availability based on the entity type and complexity of the return.
THE PROCESS
Your Luxe Filing Experience
01
Get Started
Begin your filing process and provide the requested information.
02
Submit Documents
Provide the tax documents and information needed for your return.
03
Preparation
Your return is prepared using the information and documentation provided.
04
Review & File
Review your completed return before authorization and electronic filing.
COME PREPARED
What You May Need
Required documents vary by taxpayer, but your filing documents may include:
◆ Valid photo identification
◆ Social Security information
◆ W-2 income documents
◆ 1099 income documents
◆ Self-employment records
◆ Applicable expense records
◆ Prior-year tax return
◆ Other applicable tax forms
THINK BEYOND TAX SEASON
Filed Your Taxes. What's Next?
Tax preparation handles what already happened. If you want to take
a more proactive approach throughout the year, explore our
Tax Planning services.
EXPLORE TAX PLANNING →
✦ ◆ ✦
YOUR MONEY. YOUR BUSINESS. YOUR LEGACY.
Ready to
File With Luxe?
Start your tax preparation experience with Luxe Legacy Financial.
START YOUR RETURN →
Tax preparation services and filing requirements vary based on each
client's individual circumstances. Clients are responsible for providing
complete and accurate information and documentation. No specific refund,
tax outcome, or filing result is guaranteed.
