- Nicole Johnson
- Madeline Matthews
- Tracey Brown
- Naquisha Smith
Legacy Financial Haven
Legacy Financial Haven (formerly Royal Financial) is a comprehensive financial services firm dedicated to helping individuals and businesses manage their finances with clarity and confidence. Our services include tax preparation and ITIN assistance, delivered with personalized attention and a deep understanding of our clients' unique needs.
At Legacy Financial Haven, our experienced professionals are committed to providing tailored solutions and exceptional customer service. Our mission is to simplify your financial journey and support you in achieving long-term financial stability. With a wide range of services and a client-focused approach, we stand apart as a trusted partner in building your financial future.
When Your Finances Meet Integrity
BOOK NOWAct Now to Meet the April 15th Tax Filing Deadline
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At Legacy Financial Haven, we understand that filing taxes can feel overwhelming. Our goal is to make the process straightforward, accurate, and stress-free—so you can focus on what matters most.
Whether you’re an individual, a family, or a small business owner, our experienced tax professionals are here to help you navigate federal and state tax requirements with confidence. We ensure you maximize your eligible credits and deductions while staying fully compliant with IRS regulations.
Our tax filing services include:
- Comprehensive preparation of federal and state returns
- Support for ITIN holders and those with unique filing needs
- Assistance for self-employed individuals and small business owners
- Review and e-filing with confirmation and secure handling of your data
Let us take the guesswork out of tax season. Trust Legacy Financial Haven to deliver precise, timely, and personalized tax filing support every step of the way.
Ready to file? Schedule your appointment today and make tax season easier.
Hear from Our Satisfied Clients
Well thanks for your service very professional - R. Barnes
Thank for being patient with me. You are my Forever tax preparer!! I will be sending referrals - T. Brown
Very professional and organized. The notary had everything in place when I arrived and strictly adhered to COVID protocols. - N. Smith
Services Offered
List of Services
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Tax PreparationList Item 1
Filing your taxes doesn’t have to be stressful. At Legacy Financial Haven, we provide thorough and accurate tax preparation services tailored to your unique financial situation.
Our experienced tax professionals stay up-to-date with the latest IRS regulations to maximize your deductions and credits while ensuring full compliance. Whether you’re an individual, family, or small business owner, we make the process simple and efficient.
Our tax preparation services include:
Federal and state tax return preparation
Support for ITIN holders and unique filing needs
Assistance with self-employed and small business taxes
Review and electronic filing for faster refunds
Personalized consultation to answer your tax questions
Trust Legacy Financial Haven to handle your tax filing with care and precision—so you can focus on what matters most.
Schedule your tax preparation appointment today and take the first step toward financial peace of mind.
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ITIN ServiceList Item 2
At Legacy Financial Haven, we provide expert assistance with Individual Taxpayer Identification Number (ITIN) applications and renewals, helping individuals meet IRS requirements smoothly and efficiently.
An ITIN is essential for taxpayers who are not eligible for a Social Security Number but need to comply with U.S. tax laws. Our experienced team guides you through the entire process, ensuring all documentation is accurate and submitted correctly.
Our ITIN services include:
Complete preparation and submission of IRS Form W-7
Assistance with gathering and verifying required identification documents
Support for first-time applicants and renewals
Coordination with tax filing to meet IRS deadlines
Personalized guidance to avoid common pitfalls and delays
Whether you are applying for an ITIN for the first time or need to renew an expired number, Legacy Financial Haven is here to provide trusted, professional support every step of the way.
Start your ITIN application today—contact us to schedule your consultation.
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Payroll Management SolutionsList Item 3
Efficient payroll management is essential for every business to ensure accurate employee compensation, compliance with tax regulations, and smooth operations. At Legacy Financial Haven, we offer comprehensive payroll management solutions tailored to meet the needs of small to medium-sized businesses.
Our services include:
Timely and precise payroll processing
Calculation and withholding of federal, state, and local taxes
Payroll tax filings and reporting
Direct deposit setup and management
Employee wage and benefits tracking
Compliance with labor laws and tax regulations
Customized payroll reports for better business insights
By partnering with us, you free up valuable time and reduce the risk of costly errors. Our experienced team stays current with changing regulations to keep your business compliant and your employees paid accurately and on time.
Let Legacy Financial Haven simplify your payroll process so you can focus on growing your business confidently
Learn About Our Company and Mission
At Legacy Financial Haven, our mission is to provide individuals and families with accessible, trustworthy financial services that promote clarity, compliance, and long-term stability. We are committed to delivering expert tax preparation and ITIN support with integrity, accuracy, and personalized care—empowering our clients to take control of their financial future with confidence.
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