Prestige Tax Group, Inc. — Powered by Legacy Wise Advisors, Inc.

How It Works

A virtual workflow with clear engagement terms — and no sensitive documents in an intake form or an email.

Request a ConsultationCall (929) 244-0744

How it works

  1. Tell us what you need. Share your service needs, relevant tax years, states, timeline and contact preference through the intake.
  2. Confirm scope and next steps. We review your request, confirm the scope in writing and quote the fee before work begins.
  3. Organize the documents. We provide the secure document-collection process and identify missing records or cleanup needs.
  4. Engagement and preparation. Work proceeds within the agreed, signed scope — preparation, bookkeeping, payroll or business support — with review and filing authorization where applicable.
  5. Filing, completion and follow-up. A return is reported as filed only with verified filing acknowledgment. Then we plan your ongoing support: recurring bookkeeping, payroll and tax-readiness.

Secure document collection

After your request is reviewed and the scope is set, documents are collected through our secure client portal: secure.prestigetax.us. Never send tax returns, Social Security numbers, identification or banking details through the intake form or ordinary email.

Engagement terms

Engagement begins only after acceptance and a written scope and fee agreement. Payment terms, cancellations and third-party coordination follow the written engagement. A return is represented as filed only after verified filing acknowledgment.

Start with the intake — never with sensitive documents

Use the initial intake for contact details and a description of your needs. Do not submit Social Security numbers, full EINs, dates of birth, account numbers, login credentials, tax returns or payroll files. After your request is reviewed, we provide the secure document-collection process for anything sensitive.

Service & credential clarity

Michael Fusco holds a PTIN and EFIN. Prestige Tax Group, Inc. does not hold itself out as a CPA firm, enrolled-agent practice or law firm. Work requiring CPA, EA or attorney credentials is coordinated with the appropriate qualified professional.

Prestige preparers are PTIN-registered preparers, and the firm is an IRS-authorized e-file provider. Preparation, bookkeeping and payroll support are provided within that authority; matters outside it are referred or coordinated as described above.