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    A Plus Legacy

    5.0 (4 reviews)
    Open 9:00 am - 6:00 pm

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    Services - A Plus Legacy

    Individual filing for current tax year

    Current year tax preparation and filing

    Estate planning

    7 More Services

    Inheritance planning

    Insurance planning

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

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    Prime Tax & Bookkeeping

    Prime Tax & Bookkeeping

    (4 reviews)

    I have been working with Prime Tax for about 3 years now for my personal and business taxes, and…read moreI'm really glad I found them. When I started working with them I had a few notices as well and they made the whole process a lot easier than I expected. Lena took her time to explain things clearly and answered all my questions without making me feel rushed. I especially appreciated how organized and communicative they were -- I always knew what documents were needed and what step we were on. The turnaround was reasonable, and I feel confident everything was handled correctly. Pricing felt fair for the level of service and professionalism. If you're looking for someone knowledgeable, patient, and reliable for tax help, I'd definitely recommend checking out Prime Tax and Bookkeeping

    I want to start by saying that Prime Tax Service provides an incredibly professional experience…read more Lena truly knows her stuff! From the moment I walked in, I could tell this wasn't your typical tax office. Most places I've been to feel cluttered and chaotic, and I always worry that my information might get lost. But at Prime Tax Service, the office is clean, organized, and welcoming. I felt confident and comfortable every step of the way. Not only did Lena handle my taxes with complete professionalism, but she also took the time to share valuable information about finances and business. I left not only satisfied, but also more informed and confident about my financial future.

    Taxes by KD - Entertainment industry tax professionals.

    Taxes by KD

    (46 reviews)

    I've worked with Kristina for the past 6 years, which is why this experience was so surprising…read more This year, my tax situation was straightforward (W-2 only), so I filed on my own and did not require services. I communicated that clearly when her team reached out and also shared that I intended to return next year. At that point, I was explicitly told I would be **deleted from the system** and treated as a new client because I did not file with them this year, despite a 6 year client relationship. That included being placed on a waitlist, paying significantly higher fees, and no longer working with Kristina directly, but instead being reassigned to someone else on her team. I spoke with Kristina directly to better understand the decision, and she confirmed this is now standard policy. What made this particularly frustrating is that this is not a large corporate structure where policies are fixed or inflexible. This is her business, and these are policies that have been recently introduced and are fully within her control. Applying them this rigidly, without any consideration for a long-standing client relationship, felt unnecessary and reduced a long-term client relationship to a transaction. After 6 years of consistent business, being effectively reset after one year of not needing services is difficult to justify from a client perspective. This ultimately reflects poor relationship management. I would strongly recommend clarifying continuity expectations in advance, as prior client history ultimately carries no weight under this model.

    Kristina has been doing my taxes for years now and I can't recommend her enough. Kristina on her…read moreteam are so patient and professional and always answer any question I have. The process is just way more easier ever since I've been doing my taxes with Kristina. The stress of taxes has been lifted and I've been recommending her to all my family and friends because I trust her so much.

    A Plus Legacy - financialadvising - Updated July 2026

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