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Legendary Tax Pro
Legendary Tax Pro
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TAX PREPARATION, IRS SUPPORT & BUSINESS READINESS SERVICES

Tax and Business Services Built Around You

Taxes, IRS letters, business records, and financial paperwork can feel overwhelming, but you do not have to figure everything out alone.

Legendary Tax Pro helps individuals, families, entrepreneurs, and small business owners get organized, understand their options, and move forward with greater confidence.

We are based in Atlanta, in Milwaukee, and serve clients virtually.

BOOK YOUR CONSULTATION

Tax Preparation Services

Legendary Tax Pro Individual Tax Preparation in Milwaukee, in person or virtual

Individual Tax Preparation

Personal returns prepared by an experienced tax professional who walks you through it. You'll understand what's on your return and why, before it's filed. Milwaukee tax help starting at $175.

Book My Tax Prep
Legendary Tax Pro Business Tax Preparation for LLCs, self-employed and 1099 filers

Business Tax Preparation

For self-employed filers, including LLCs, daycares and anyone with 1099 income. We start with a short consultation to scope the work and confirm your quote, so there are no surprises. Starting at $450.

Start My Business Return
Legendary Tax Pro Prior Year and Amended Returns to help you catch up on unfiled taxes

Prior-Year & Amended Returns

Behind on filing, or filed something incorrectly? Unfiled years only get more costly. We start where you are, with no lectures, and help you get caught up. Milwaukee tax help starting at $195.

Catch me up
Legendary Tax Pro Tax Planning Consultation for withholding, contributions and estimated payments

Tax Planning Consultation

Filing season reports what already happened. Tax planning is where you still have room to adjust contributions, withholding and estimated payments before the year ends. Starting at $97.

Plan my tax year
Legendary Tax Pro Social Security and Pension Review of taxable retirement income

Social Security & Pension Review

Retirement income isn't automatically tax-free, and mistakes often show up later as an IRS notice. Get a focused review of what's taxable and what isn't, before you file. Starting at $79.

Review My Retirement Income

IRS Reviews & Tax Issue Support

Legendary Tax Pro Tax Debt Help Review: review your tax balance and explore IRS relief options.

Free Tax Debt Help Review

Free Tax Debt Help Review

Free Tax Debt Help Review

Personal returns prepared by an experienced tax professional who walks you through it. You'll understand what's on your return and why, before it's filed. Milwaukee tax help starting at $175.

Get Free Help With Tax Debt
Legendary Tax Pro IRS Letter Review: understand what your IRS letter means and what to do next

IRS Letter Review

Free Tax Debt Help Review

Free Tax Debt Help Review

For self-employed filers, including LLCs, daycares and anyone with 1099 income. We start with a short consultation to scope the work and confirm your quote, so there are no surprises. Starting at $450.

Review My IRS Letter
Legendary Tax Pro IRS Balance Due Review: compare payment plans and penalty relief options

IRS Balance Due Review

Free Tax Debt Help Review

Complex IRS Notice Review

Behind on filing, or filed something incorrectly? Unfiled years only get more costly. We start where you are, with no lectures, and help you get caught up. Milwaukee tax help starting at $195.

Review My Balance
Legendary Tax Pro Complex IRS Notice Review for CP2000 and multi-year IRS issues

Complex IRS Notice Review

Understanding Your IRS Transcript — WORKSHOP

Complex IRS Notice Review

Filing season reports what already happened. Tax planning is where you still have room to adjust contributions, withholding and estimated payments before the year ends. Starting at $97.

Book a Complex Review
Legendary Tax Pro IRS Transcript Education: learn what transcript and refund codes mean

Understanding Your IRS Transcript — WORKSHOP

Understanding Your IRS Transcript — WORKSHOP

Understanding Your IRS Transcript — WORKSHOP

Retirement income isn't automatically tax-free, and mistakes often show up later as an IRS notice. Get a focused review of what's taxable and what isn't, before you file. Starting at $79.

Join the Transcript Workshop

Small Business Support

Legendary Tax Pro Business Incubation Consultation to turn a business idea into a clear plan

Business Incubation Consultation — START HERE

$47

Got a business idea but not sure where to start? Leave with a clear plan instead of a search history, covering structure, first steps and what really matters right now.

Legendary Tax Pro Business Launch Package: entity setup, EIN, operating agreement and bookkeeping setup

Business Launch Package

$497

Business formation handled end to end: entity choice, state filing, EIN, operating agreement and bookkeeping setup. You'll receive a bank-ready packet, not just a pile of PDFs.

Legendary Tax Pro Start-Up and EIN Readiness Workshop for new business owners

Start-Up & EIN Readiness Workshop

Free

The group version — formation, EIN, compliance, and business banking in one sitting, combined with essential financial education. This is the best value if you'd rather learn it yourself rather than rely on IRS support services or seek Milwaukee tax help.

Legendary Tax Pro Business Credit and Funding Mentorship for growing businesses

Business Credit & Funding Mentorship — ONGOING

$47

The group version — formation, EIN, compliance, and business banking in one sitting, combined with essential financial education. This is the best value if you'd rather learn it yourself rather than rely on IRS support services or seek Milwaukee tax help.

Legendary Tax Pro Marketing Strategy Call to map how you will get clients this quarter

Marketing Strategy Call

$99

One hour mapping how you'll actually get clients this quarter through financial education, with a focus on IRS support services and tailored Milwaukee tax help, all organic, specific to your market, and built around what you can sustain.

Start-Up and EIN Readiness Workshop group session with Legendary Tax Pro in Milwaukee

Start-Up & EIN Readiness Workshop

Free

The group version — formation, EIN, compliance, and business banking in one sitting, combined with essential financial education. This is the best value if you'd rather learn it yourself rather than rely on IRS support services or seek Milwaukee tax help.

Legendary Tax Pro Custom Business Commercial: a personalized video ad for your business

Custom Business Commercial

$125

Your logo and business information are seamlessly integrated into a personalized video ad, ready for posting. This is the fastest upgrade from simply having a business to truly looking like one, especially for those seeking financial education, IRS support services, or Milwaukee tax help.

Legendary Tax Pro Digital Marketing and Canva Academy for flyers, posts and branding

Digital Marketing & Canva Academy

Create your own flyers, posts, and branding instead of depending on a designer every time, especially if you’re looking for financial education or need IRS support services. It’s perfect for anyone in Milwaukee seeking tax help and tired of the wait.

Legendary Tax Pro Women in Business Digital Empowerment Program. Women in Business Program promoting confidence, skills, and community growth.

Women in Business Program — 90 MIN

Practical digital skills for women growing a business — focusing on visibility, operations, and the essential tools that save you hours every week, including financial education and IRS support services for those seeking Milwaukee tax help.

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Legendary Tax Pro

790 N Milwaukee St suite 345, Milwaukee, WI 53202, USA

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Milwaukee County: Your IRS Deadline Moved

  If the April storms affected you, you may have until Nov. 2 to file and pay. Sit down with me and I’ll confirm whether it applies to you. 

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