
The Hidden Value of Professional Tax Preparation Services
Tax season often brings stress, confusion, and last-minute scrambling for many individuals and small business owners. While some people attempt
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.
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.
Over 40 years of accounting and tax experience serving the Mid-South region.
One-on-one consultations designed around your unique financial goals.
From tax preparation to wealth protection and legacy planning in Tennessee.
Proudly serving clients in Tennessee, Mississippi, and Arkansas.
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.

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

Building and preserving wealth requires careful planning and strategic management.

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

We provide certified mobile notary services in Tennessee and across the Mid-South, bringing professional notarization directly to you.
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.
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.
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.”
“I finally feel confident about my retirement plans. Their guidance gave me peace of mind for the future.”
“I appreciate the one-on-one approach. They really take the time to understand your goals and explain every step.”
“Estate planning felt overwhelming until Legacy made it simple, clear, and secure for my family.”
“Fast, professional, and reliable. Their Mobile Notary Services saved me time and hassle when I needed important documents signed.”
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.
6341 HIGHWAY 51 N Ste 6 Horn Lake,
Tax season often brings stress, confusion, and last-minute scrambling for…
In today’s world, managing money has become more complex than…
When it comes to money, one thing is certain: your…

Tax season often brings stress, confusion, and last-minute scrambling for many individuals and small business owners. While some people attempt

In today’s world, managing money has become more complex than ever. Between navigating tax laws, planning for retirement, and ensuring

When it comes to money, one thing is certain: your financial health impacts nearly every aspect of your life. From