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About

Legacy Tax and Accounting Service is a tax and accounting practice serving clients from Lake Suzy, Florida, with stated coverage across Charlotte County, Southwest Florida, and beyond. The firm describes itself as an association of Enrolled Agents, tax professionals, and accounting professionals, and the profile facts identify Alyson J Sato with the EA credential.

The practice works with individuals, businesses, estates, trusts, partnerships, and fiduciaries. Its listed services include tax return preparation, tax planning, accounting, bookkeeping, payroll reports, sales tax, small business advisory services, and tax problem resolution, including representation before the IRS or state agencies when issues arise.

Legacy Tax and Accounting Service also notes that clients may work with the office in person, by mail, via fax, or by email, and that appointments may be arranged outside regular weekday hours.

Credentials

EA

Services

Accounting services

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Bookkeeping services

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Payroll services

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Sales tax

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Tax planning

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Tax resolution

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Tax services

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Availability

Local time: UTC-04:00

Monday

Open
9:00 AM – 5:00 PM

Tuesday

Today
Open
9:00 AM – 5:00 PM

Wednesday

Open
9:00 AM – 5:00 PM

Thursday

Open
9:00 AM – 5:00 PM

Friday

Open
9:00 AM – 5:00 PM

Saturday

Closed

Sunday

Closed

Monday – Friday

Open
9:00 AM – 5:00 PM

Saturday · Sunday

Closed

Service areas

Charlotte CountySouthwest Florida

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