Expert Tax Preparation
and Tax Planning Services

At Golden Legacy Tax Services we specialize in working with pre-retirees & retirees to achieve their financial & life goals. We are dedicated to delivering accurate and strategic tax preparation & tax planning.

We specialize in preparing tax returns for:

Retirees

High Earning W-2 Employees

Golden Legacy Tax Services was founded to address a growing gap in reliable, accessible tax preparation throughout the Coachella Valley. As a financial advisor clients shared the same frustrations with their current tax professional… my CPA is retiring, lack of responsiveness and difficult finding someone they could trust.

As a financial advisor I recognized the importance of integrating tax strategy with overall financial planning. I wanted to provide clients with not only accurate tax preparation, but also thoughtful, proactive guidance that aligns with their broader financial goals.

Experience and credentials you can trust

Your tax return should be built by professionals with deep expertise in tax-efficient retirement income and investment management. Our lead tax advisor Phillip Niblo has over a decade of experience working with high-net worth retirees and high earning W-2 employees. Phillip holds advanced industry designations and memberships, including:

  • CFP® – CERTIFIED FINANCIAL PLANNER™

  • CRPC™ – Chartered Retirement Planning Counselor™

  • Passed all three parts of the IRS Special Enrollment Examination (SEE); Form 23 application for enrollment pending IRS approval.

  • Member of National Association of Tax Professionals (NATP)

  • Member of California Society of Certified Public Accountants (CalCPA)

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