Legacy Wise — Payroll, Bookkeeping & Business Tax Request

Prestige Tax Group, Inc. — Tax, Accounting & Business Services Intake

First Name

Last Name

Business Name

Email Address

Phone Number

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Intake purpose

Service intake

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Complex situation

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Prestige Tax Group provides tax and accounting support, including retirement tax-readiness reviews. Michael Fusco holds PTIN/EFIN. Prestige is not a CPA firm, enrolled-agent practice or law firm and does not provide legal or securities advice. Credential-restricted work requires the appropriate professional. Insurance services require a separate licensed provider engagement.

Pricing is provided after intake review and client qualification; scope and fees are confirmed before engagement.

Please do not include Social Security numbers, bank account numbers, or other highly sensitive personal information in this form.