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Business Profile

Tax Return Preparation

Legacy Associates LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

About

About This Business

Products and Services

This company offers financial and tax preparation services.

Business Details

BBB File Opened:
9/18/2003
Business Started:
3/1/1999
Business Incorporated:
10/10/2002
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Legacy Planning Associates, LLC
Legacy Tax Advisory

Additional Contact Information

Principal Contacts
Ms. Megan Avery, President
Customer Contacts
Ms. Megan Avery, President
Mr. Al Kaspar, Senior Tax Consultant
Ms. Jennifer Sherman, Client Service Specialist
Mr. Pat Gunzelman, Client Service Specialist
Ms. Racheal Corregan
Fax numbers
Primary Fax: (410) 828-5329

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 122655 for this business, issued by Maryland Insurance Administration

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

  • BBB encourages consumers to check the Maryland State registration requirements and, where appropriate the registation numbers, of tax preparers.

    Department of Labor, Licensing and Regulation
    Division of Occupational and Professional Licensing
    Maryland State Board of Individual Tax Preparers
    500 N. Calvert Street, 3rd Floor
    Baltimore, Maryland 21202
    Telephone: (410) 230-6257
    e-mail: [email protected]

Additional Information

Other Resources
Dept. of Labor, Licensing & Regulation (dllr)
500 N Calvert St Ste 401
Baltimore MD 21202
Phone Number: (410) 230-6001
www.dllr.state.md.us/license/
[email protected].
Business Categories
Tax Return Preparation

Industry Tip

More Resources

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