Our services include basic tax planning, safe money opportunities and estate planning. Our advisors specialize in only one market, the Senior Market.

As you approach retirement it is important that you have less of your money at risk to the market and more in safe and secure investments.

Our clients have accounts that:
• Insure the safety of their principal of their investments
• Link returns to a key market index such as the S&P 500, NASDAQ, or DJIA
• Provide a guaranteed rate of return
• Accumulation Interest on a tax-deferred basis
• Avoid probate
• Offer creditor protection

Our professionals understand the challenges that seniors face during their retirement years.

• When was the last time your financial advisor called your tax preparer and asked what the tax consequences would be if they invested your money in a particular type of investment?
• When was the last time your tax preparer communicated with your investment advisor to discuss the possible tax consequences of any given investment you might have?

By having all of these professionals working together, we can bridge the communication gap many clients experience between the professionals that handle their money and taxes.

We also offer our clients complete personal tax preparation and filing for $49.95 including Federal and Georgia returns. We maintain the same low price every year.

Our professionals have been assisting retirees and their families for over 22 years. Thank you for taking the time to visit our website. We look forward to serving your retirement needs.

Robert W. Smith, President/CEO
Legacy Tax Advisors Inc.