Maximize your refundPersonal + businessBookkeeping + formationEIN Registration

Build a stronger financial future—starting this tax season.

Our goal is to provide accurate, affordable, and stress-free tax preparation for individuals and small businesses—ensuring compliance while maximizing your financial outcomes and peace of mind.

832-718-3887Call for questions or quick help

1,000+

Customers served

$3.4M

Dollars returned

States served

Refund outcomes: On average, clients see a 10% increase in refunds compared to competitors.

Start here, finish securely

Fill out a few basics here, then continue your full intake on our protected Jotform.

You’ll continue on our secure intake form to complete the full process.

Expertise you can trust

Years of experience with personal and business tax needs.

Personalized service

Tailored strategies—no cookie-cutter solutions.

Commitment to compliance

We stay current so your filings stay confident.

Quick response

Timely answers when you have crucial questions.

What we offer

Services designed to keep things easy.

Tax preparation, bookkeeping, and business setup—built to support individuals and small businesses nationwide.

Personal Tax Preparation

We simplify the tax process by preparing and filing your personal returns accurately while maximizing eligible deductions and credits.

Business Tax Preparation

We help businesses stay compliant while strategically managing tax liabilities to support long-term growth.

Bookkeeping

Reliable bookkeeping that keeps records organized, accurate, and ready for smarter decision-making.

LLC Formation

Guidance through the LLC formation process so your business is properly structured and set up for success.

EIN Registration

We handle the IRS process to secure your EIN—your business's federal tax ID and legal foundation to operate.

Professional support

Personal guidance that helps you catch deductions you might miss and stay compliant.

Outcome-focused

A process built around accurate filing, fewer headaches, and stronger financial outcomes.

Personal Tax Preparation

Service details

Ideal for individuals and families who want accurate filing, clearer guidance, and help making sure eligible deductions and credits are not overlooked.

Business Tax Preparation

Service details

Built for business owners who need organized tax preparation, dependable compliance support, and a filing process that supports long-term growth.

Bookkeeping

Service details

Designed to keep financial records current and accurate so reporting, tax prep, and everyday decisions are based on clean numbers.

LLC Formation

Service details

A practical option for new business owners who want help choosing the right structure, handling formation steps, and getting started correctly.

EIN Registration

Service details

Helpful for businesses that need a federal tax ID to open accounts, hire employees, and move forward with the essentials of operating legally.

Ready to get started?

Use one secure intake form for any of the services above.

How it works

Simple steps. Maximum clarity.

A streamlined flow that keeps paperwork organized and timelines clear.

Intake

Start with the client intake form and tell us what you need.

Prepare

We prepare your return and look for deductions and credits.

File

We file accurately and on time so you can move forward with confidence.

Tax services made easy

Clear steps, clear timelines, and quick responses.

FAQ

Answers—without the noise.

Short, direct guidance drawn from your current FAQ content.

What documents do I need for tax preparation?

Income documents (W-2s/1099s), identification, prior-year tax returns, and records of deductions or credits can be uploaded securely through the intake form.

How long will it take to receive my refund?

The IRS issues most refunds within about 21 days of acceptance when filing electronically with direct deposit. Paper returns can take longer.

How long does the tax preparation process take?

Most individual returns can be completed within a few hours once all documents are received. Business or complex filings may take longer, with a clear timeline upfront.

Can you help set up my new business legally?

Yes—New Legacy assists with LLC formation and EIN registration to help you start on the right track.

Ready to maximize your refund?

File virtually from anywhere. We'll guide you through every step with clarity, professionalism, and quick response.

Location

Houston, TX (Virtual nationwide)

Call

832-718-3887

oscarcortes@newlegacyfinancial.net

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