Dan Hoppes, President of Legacy Financial and Tax Services, has been completing taxes since 2007. I am currently updating my mission statement for the 2019 filing season. After many years of completing tax returns, I realize that individuals and small businesses need an advocate to help them meet their tax obligations and pay the correct amount of tax (i.e., not too much and not too little). During the course of a year, individuals make decisions that have a tax impact but after the end of their tax year, their tax planning options diminish. I am forming a new direction for the firm and look forward to helping individuals and small businesses to succeed in tax obligations and hopefully succeed in their financial goals for themselves and for their family basically leaving a financial legacy.
Find out more about us