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Your Questions, Answered

Frequently Asked Questions

Get answers to the most common questions about our tax mitigation services and strategies.

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At Legacy Tax Consultants we provide high-level, concierge-style financial services… similar to a full-service family office… but on a part-time, cost-effective basis.  It’s ideal for high-net-worth individuals or business owners who want sophisticated planning without the overhead of building a full in-house team.
We offer a wide range of services including advanced tax strategy, estate and legacy planning, investment oversight, risk management, asset protection, entity structuring, philanthropy planning, and coordination with your existing advisors (CPA, attorneys, etc.).
Our clients are usually entrepreneurs, business owners, real estate investors, and high-income professionals with complex financial lives. They’ve outgrown traditional financial advisors and want strategic, proactive planning… not cookie-cutter solutions.

We operate on a retainer or project-based model depending on your needs. You gain access to a full team of specialists — tax experts, legal professionals, investment advisors — without the cost of building a full family office internally.

Absolutely. We don’t replace your trusted advisors… we collaborate with them to create integrated strategies and make sure all the moving parts of your financial life are aligned and optimized.

Our goal is to simplify complexity, reduce your tax burden, protect your assets, grow your wealth strategically, and give you peace of mind. Whether it’s saving six to seven figures in taxes, restructuring your entities, or building a legacy plan … our team of highly credentialed professionals, including PhDs, CPAs, CFPs, JDs, LLMs, CHFC, CLU, CEPA, and Masters-level specialists will deliver measurable outcomes that matter.

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