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Tax Assist, & Legacy Planning Services

Tax Assist, & Legacy Planning Services Revenue

AccountingFlag of USKnoxville, Tennessee, United States1-10 Employees

$

Tax Assist, & Legacy Planning Services revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Key Contact at Tax Assist, & Legacy Planning Services

Flag of US

Seth Moore

Vice President of Tax

Company overview

Headquarters5321 Western Avenue, Knoxville, Tennessee 37921, US
Website
NAICS5412
Keywords
Payroll, Insurance Planning, Bookkeeping, Asset Protection, Tax Services, Annuities, Retirement Planning, Life & Health Insurance, Business Consulting, Estate Planning, Cash Flow Planning, Ira Planning, Business Start Up
Founded1988
Employees1-10

About Tax Assist, & Legacy Planning Services

Tax Assist, Inc. & Legacy Planning Services Inc. is a small, family owned accounting and financial services firm. Our organization has been in business for 31 years. With over 60 years of combined experience, the principal partners and support staff here at Tax Assist & Legacy Planning Services are able to provide a variety of services to our clients. Our company’s mission is to provide our clients with stellar customer service, reliable advice, individualized plans that minimize tax liabilities, ease transfer of wealth, and enhance retirement options for clients. We strive to treat all clients with the utmost respect. Everyone’s situation is unique to them and “one size fits all” plans do not work. Our mission statement is “Financial Security for Tomorrow…..Today.” People do business with our firm due to our highly knowledgeable staff and diverse personalities. By meeting the needs of our clients, our firm maintains a 95% client retention rate. Please schedule your free consultation with us today and sign up for our free newsletter to stay informed about the latest industry news and service discounts!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Tax Assist, & Legacy Planning Services has never raised funding before.

Frequently asked questions

Tax Assist, & Legacy Planning Services is located in Knoxville, Tennessee, US.
Tax Assist, & Legacy Planning Services generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Tax Assist, & Legacy Planning Services has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Tax Assist, & Legacy Planning Services was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.
Tax Assist, & Legacy Planning Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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