Tax Prep Directory
Bookkeeping & Payroll

Tax Assist, Inc. & Legacy Planning Services, Inc.

4.3 ·  11 Google reviews
· 5321 Western Ave, Knoxville, TN 37921
Overview

Who sits at the desk.

Tax Assist, Inc. & Legacy Planning Services, Inc. appears among atoz tax listings for Knoxville, TN.

The summary below is editorial — public-source cues plus call-prep questions, not service endorsements. No structured service signals are present in the public-source pass for this listing. That makes the dispatch conversation the primary signal — ask which services they actually perform versus those that get subcontracted. No structured homeowner use-case mapping is on file. Ask the dispatch what their typical recent jobs are — small repairs, full replacements, or commercial maintenance contracts. Ask whether the provider leaves a written report after each visit listing what was done, what was found, and what to watch next. Without that, the next provider has to re-diagnose from scratch. Hot, humid southern climates (TN) drive the dominant job profile — high humidity, summer storms, and occasional cold snaps. Providers in this region typically work different hours and price differently than northern counterparts. Treat the writeup as orientation, not vetting. The real-time dispatch conversation and written estimate carry the rest.

Snapshot

The four things worth knowing.

Specialty
Bookkeeping & Payroll
Bookkeeping
Credentials
CPA
Verify before engagement
Client Rating
4.3 / 5
11 Google reviews
Phone
(865) 584-7299
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
Weekly schedule

When the doors are open.

Monday
9 AM to 6 PM
Tuesday
9 AM to 6 PM
Wednesday
9 AM to 6 PM
Thursday
9 AM to 6 PM
Friday
9 AM to 6 PM
Saturday
Closed
Sunday
Closed

Hours typically extend during January–April filing season. Confirm appointment-only windows when scheduling.

What clients said

In their own words.

Wonderful people to work with and very professional.

His daughter makes you feel like you are family!

I have the statement from him showing a filing but they never received it.