Maximize your refundPersonal + businessBookkeeping + formation

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.

1,000+

Customers served

$3.4M

Dollars returned

States served

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

Client Intake

Fast + organized

Full name

Service

Preferred

What to bring

Income docs (W‑2/1099), ID, prior‑year returns, and records for deductions/credits.

W‑2/1099

Prior‑year

Deductions

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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.

Clear checklist

We provide a detailed checklist so you know exactly what to bring and what to upload.

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.

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.

Documents

Bring or upload income documents, ID, and prior‑year returns.

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. We provide a detailed checklist.

How long will it take to receive my refund?

The IRS issues most refunds within ~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/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 or in person. 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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