Legacy Finance
Terms & Conditions
Last Updated: January 2026
By using the services, website, or communication channels of Legacy Finance LLC
(“Legacy Finance,” “we,” “us,” or “our”), you agree to the following Terms & Conditions.
Legacy Finance provides tax preparation and financial support services. We rely on information provided by you and are not responsible for inaccuracies resulting from incomplete or incorrect data.
Client Responsibilities
You agree to:
Provide accurate and complete information
Review all documents before submission
Respond promptly to requests for information
Text Messaging Terms
By providing your phone number, you agree to receive SMS messages from Legacy Finance related to your services, including appointment reminders, document requests, and status updates.
Message frequency varies
Message & data rates may apply
Wireless carriers are not responsible for delayed or undeliverable messages
Reply STOP to opt out. Reply HELP for help
Consent is not a condition of purchase.
No Legal or Financial Advice
Our services do not constitute legal advice. Tax outcomes depend on information provided and applicable laws at the time of filing.
Limitation of Liability
Legacy Finance is not liable for indirect, incidental, or consequential damages arising from use of our services or communications.
Modifications
We may update these Terms at any time. Continued use of our services constitutes acceptance of any changes.
Governing Law
These Terms are governed by the laws of the state in which Legacy Finance is registered. Users must be 18 or older
Contact
Legacy Finance LLC
991 Providence Hwy
Norwood, MA 02062
[email protected]
888.933.9898