Legacy Financial Services

Planting a Seed for Your Financial Future

With over four decades of expertise, Legacy Financial Services is your trusted partner for tax preparation, estate planning, retirement strategies, and mobile notary services. Serving clients across Tennessee, Mississippi, and Arkansas, we provide personalized financial guidance that protects your wealth today and secures your tomorrow.

About Us

Grow Your Financial Future With Legacy

We believe every financial journey deserves a trusted partner who brings wisdom, foresight, and dedication. Based in the Mid-South near Memphis, we’ve proudly served individuals, families, and small businesses across Tennessee, Mississippi, and Arkansas for decades. With more than 43 years of accounting expertise, 17 years in financial investment planning, and 15 years as a certified mobile notary, our firm has grown into a recognized leader for clients seeking both security and opportunity.

Trusted Expertise

Over 40 years of accounting and tax experience serving the Mid-South region.

Personalized Planning

One-on-one consultations designed around your unique financial goals.

Comprehensive Services

From tax preparation to wealth protection and legacy planning in Tennessee.

Regional Reach

Proudly serving clients in Tennessee, Mississippi, and Arkansas.

We Offer

Comprehensive Financial Services Tailored to Your Future

We provide a full spectrum of accounting, financial planning, and notary services designed to protect your wealth, secure your legacy, and simplify your financial life.

Accurate Accounting and Reliable Tax Preparation Services

Managing your finances doesn’t have to feel overwhelming — not when you have the right team by your side. 

Estate Planning Services

Building and preserving wealth requires careful planning and strategic management.

Retirement Planning Services

We offer comprehensive retirement planning services that help you build financial freedom and long-term security.

Mobile Notary Services

We provide certified mobile notary services in Tennessee and across the Mid-South, bringing professional notarization directly to you.

Our Philosophy

Building Secure Futures

We know that true financial success isn’t built overnight; it’s carefully designed through informed decisions and consistent guidance. That’s why clients across the Mid-South trust us as their go-to partner for individual tax filing services, retirement investment guidance, and secure estate planning services. Our philosophy is simple: your success is our mission, and your peace of mind is our greatest achievement.

Plan with Confidence

Protect Your Wealth

Secure Retirement Plans

Simplify Tax Filing

Preserve Your Legacy

Trustworthy Financial Guidance

Client Experiences

Trusted by Individuals and Families Across the Mid-South

 We measure our success by the trust and satisfaction of our clients. Here’s what they have to say about working with Legacy Financial Services.

Clients Choose Us Because

From small business tax preparation to estate planning and retirement strategies, Legacy Financial Services is dedicated to providing expert guidance at every stage of your financial journey. With trusted experience, tailored consultations, and comprehensive solutions, we empower you to protect your wealth and plan with confidence for the future.

“Legacy Financial helped me simplify my taxes as a self-employed contractor. Their attention to detail was unmatched.”

- Michael Turner, Oxford, MS

“I finally feel confident about my retirement plans. Their guidance gave me peace of mind for the future.”

- Patricia Reynolds, Nashville, TN

“I appreciate the one-on-one approach. They really take the time to understand your goals and explain every step.”

- David Martinez, Jackson, MS

“Estate planning felt overwhelming until Legacy made it simple, clear, and secure for my family.”

- James Whitaker, Little Rock, AR

“Fast, professional, and reliable. Their Mobile Notary Services saved me time and hassle when I needed important documents signed.”

- Angela Brooks, Memphis, TN

4.9

By 1k+ Clients for professionalism & reliability

Group
Cooperation

Years Experience in Accounting & Tax Services
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Years Financial & Retirement Planning Expertise
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Years of Certified Mobile Notary Services
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Tennessee, Mississippi & Arkansas
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contact us

Let’s Build Your Financial Future Together

Reach out today to schedule your one-on-one consultation and discover the personalized strategies that can protect your wealth, simplify your planning, and secure your future.

Address :

6341 HIGHWAY 51 N Ste 6 Horn Lake,

Book Your Free Consultation

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