Retirement Has Its Challenges, We Have The Solutions

Legacy Tax Solutions, LLC



Our mission is to provide our clients with quality and burden-free tax preparation services.

Through continuous education we look forward to applying our knowledge and skills in the preparation of all your tax form needs. We are committed to preparing and submitting your tax forms timely and efficiently.

We look to keep you out of the crosshairs of the IRS by ensuring your return is prepared properly while minimizing any amount you may owe. We strive to make your money work for you, help you avoid IRS tax trouble, and file both personal and business tax returns on your behalf.

Along with the recent tax reform came more complex tax forms – making it more important than ever to have a solid education and understanding in order to properly file. With the help of our enrolled agent, we will have the required training to prepare returns and represent clients before the IRS.

For more information call us at 715.257.4222 or email us at info@LegacyTaxWausau.com
 

Prior to your schedule appointment, please print and complete the following documents:

Tax Organizer Engagement Agreement

Carl Van Setters, EA

Director of Accounting, Enrolled Agent

Carl was born in Grand Rapids, Michigan and raised from coast to coast as one of five children to a military family. He later joined the military himself where he served over 20 years in the U.S. Air Force. He married a Wisconsin gal and has been blessed with five boys. In his spare time, he enjoys spending time with his family outdoors, bowling or enjoying movies and sports.

Carl earned a Bachelor’s degree in Accounting from Upper Iowa University in 2011 and has worked in the accounting field within the Wausau area ever since. Carl also recently passed his final examination to become an Enrolled Agent. Carl joined Buska Retirement Solutions in June of 2016. He is excited to utilize this new designation to benefit the clients of the firm.