Ivy's Legacy Agency LLC is proudly partnered with Zip Refund Tax Service to provide reliable tax services. Our dedicated team has diverse experience across several areas, including tax preparation, business start-ups, small business planning, and client retention.

We recognize the importance of implementing a robust Document Management System to support and guide clients through appropriate tax services and planning options. With 16 years of experience in business administration, human resources, and customer service, we are committed to enhancing resources within our communities.

Additionally, we have six years of successful experience helping consumers improve their financial performance and understand their individual financial needs. Our unique career path has allowed us to create an exceptional customer service atmosphere, focused on managerial, leadership, and financial skills, which sets us apart in a competitive market.