Tax Preparation & Filing
- Individual 1040 preparation
- Self-employed, 1099 and Schedule C
- Business tax returns
- Federal and state filing
- Multi-state filing
- Prior-year returns
- Amended returns
- Electronic filing
Services
Support for filing season and the business year
Choose the services you need. We will review your situation, confirm the scope and discuss pricing before work begins.
Tax Problems & Filing Support
- IRS and state tax notice support
- Missing and prior-year filing assistance
- Tax-document reconstruction and cleanup
- Notice coordination
Representation and other matters requiring CPA, EA or attorney credentials are coordinated with the appropriate qualified professional.
Request Filing or Notice Support →Bookkeeping & Accounting Support
- Bookkeeping and QuickBooks support
- Cleanup and categorization
- Account reconciliation
- Tax-readiness
- Financial-record organization
- Coordination with outside accounting and CPA professionals when credentialed work is required
Payroll & Business Compliance
- Payroll services and support
- W-2 and 1099 processing
- Sales-tax filing
- Workers’ Compensation audit document preparation and payroll reconciliation
- Business compliance coordination
Insurance advice and coverage work are handled through the appropriate licensed insurance operation.
Request Payroll or Compliance Support →Business Startup & Tax Services
- EIN assistance
- Entity setup and administrative filings
- S-Corp election support
- Startup tax setup
- Related business compliance services
Legal advice and credentialed work are coordinated with the appropriate professional.
Request Startup Tax Support →Business Financial Services
- Outsourced accounting and business support
- Coordination of related Legacy Wise business services
- Appropriate referrals for insurance, retirement and IRA or rollover needs
Regulated insurance and insurance-based retirement work route to the appropriate Legacy Wise/Fusco Insurance operation under a separate scope.
Explore business financial operations →Estate & Family Readiness
Offered through Prestige Tax Group. Powered and coordinated by Legacy Wise Advisors, Inc.
Connect tax records, retirement-income questions, beneficiary information and family preparedness with a separate Legacy Wise estate-readiness review.
Prestige Tax Group handles its tax and accounting scope. Legacy Wise coordinates the estate-readiness process. Legal services are performed separately by participating licensed attorneys or an attorney of your choice.
Workers’ Compensation Premium Audit Preparation
Policy-period payroll reconciliation, subcontractor records, audit-document organization and follow-up support coordinated with Fusco Insurance for insurance matters.
Understand Your Audit Period & Request Support →What happens after your intake
- Tell us what you need. Share your service needs, relevant tax years, states, timeline and contact preference.
- Confirm scope and next steps. We review your request, discuss pricing and arrange a consultation when appropriate.
- Organize the documents. We provide the appropriate document collection process and identify missing records or cleanup needs.
- Move the work forward. Preparation, bookkeeping, payroll or business support proceeds within the agreed scope, with review and filing authorization where applicable.
- Plan your ongoing support. Discuss recurring bookkeeping, payroll, tax-readiness and appropriate Legacy Wise referrals.
Use the initial intake for contact details and a description of your needs. Do not submit Social Security numbers, full EINs, dates of birth, account numbers, login credentials, tax returns or payroll files. We will provide the appropriate collection process after review.
Service & credential clarity
Michael Fusco holds a PTIN and EFIN. Prestige Tax Group, Inc. does not hold itself out as a CPA firm, enrolled-agent practice or law firm. Work requiring CPA, EA or attorney credentials is coordinated with the appropriate qualified professional.
Request a Consultation
Select “Consultation request” in the intake and share your preferred contact time and time zone. We will contact you to arrange an appointment. Submitting a request does not confirm a booking or engagement.
Request Your ConsultationA complex business situation?
Multiple entities, several states, missing records or a combination of tax, payroll and business needs? Select “Complex situation” in the intake and tell us what needs attention.
Tell Us What You NeedConnected planning across Legacy Wise
When your tax work raises a bigger planning question
A tax return, payroll review or business change can bring related questions into focus: retirement contributions, an IRA distribution or rollover, employee benefits, or business protection. Start with Prestige Tax Group for the tax and accounting work. If you want a related review, we can coordinate an introduction to the appropriate Legacy Wise company.
Financial Goals & Retirement Tax Readiness
A Prestige Tax Group service. Powered by Legacy Wise Advisors.
Whether retirement is years away or approaching, start with your goals, needs and priorities. Review your current financial records and tax picture, identify questions and agree on practical next steps.
- Financial goals, cash-flow priorities and record readiness
- Retirement contribution and savings tax questions
- Pension income, withholding and retirement-income tax considerations
- IRA and deferred-compensation distribution or eligible rollover tax questions
- Estate and beneficiary record organization for coordination with your attorney
Not ready to retire? Request an early review to prepare for eventual retirement and identify tax and accounting needs along the way.
Prestige provides tax and accounting support within the agreed scope. Insurance and legal services require their own provider and engagement. A separate referral can be requested; this is not a joint intake.
Payroll, Benefits & Business Protection
When staffing, payroll or ownership changes, request a separate review of employee benefits and insurance needs.
Prestige Tax Group handles the agreed tax and accounting scope. Insurance placement and insurance-based retirement services are provided separately through the appropriate licensed Legacy Wise/Fusco Insurance operation. Plan-specific questions and investment advice are referred to the appropriate administrator or authorized professional. Eligibility, licensing, provider authorization and separate engagements apply as appropriate.