A mature live oak tree at golden hour in North Texas

Established 1987 · Dallas–Fort Worth

Protect what you’re building.

Every financial decision shapes a legacy. We help families and business owners across North Texas make those decisions with intention — so the life you’re building today becomes the legacy you pass on tomorrow.

Begin the Conversation The Legacy Behind the Name

35+

Years of stewardship

900+

DFW families & founders

11 yrs

Avg. client relationship

Richard Weaver, EA

Carrying forward

Legacy isn’t what you leave behind.
Legacy is what you build every day.

The way you structure a business. The home you buy. The year you decide to retire. The values you hand down. We sit beside you in those decisions — and use the tax code as one quiet instrument among many to help you build a life worth protecting.

Ilknur Grubbs, EA — founder of Legacy Tax Services

Ilknur Grubbs · Founder & Principal

Meet Ilknur

Born in Macedonia.
Built in North Texas.

Ilknur came to Dallas–Fort Worth as a young girl with her family — Macedonian roots, immigrant work ethic, and an early lesson that nothing matters more than the people you build a life with.

She studied at the University of Texas at Arlington, raised two children in the same neighborhoods she now helps her clients buy homes in, and learned firsthand what it takes to build financial security as a family.

When she’s not at the firm, you’ll find her with her family, planning the next trip somewhere far away (travel is its own kind of legacy), or quietly doing the work of a mentor — the way Richard once did for her.

“The clients I love most are the ones who let me know their kids’ names. That’s when this stops being tax work — and starts being family work.”

University of Texas at Arlington

Alumna

Enrolled Agent (EA)

Federally licensed by the U.S. Treasury

Certified Tax Coach (CTC)

Proactive strategy methodology

Certified Tax Strategist (CTS)

Long-term planning credential

· Mother of two· DFW resident since childhood· Travel enthusiast· Macedonian heritage· Mentor & community builder

Chapter One

The Legacy Behind Legacy Tax Services.

Dallas skyline at golden hour — the city where Legacy Tax Services was built

Most firms begin with a business plan. Ours began with a mentor who believed in someone before she believed in herself.

Richard Weaver, EA, spent a lifetime helping families in North Texas make wise financial decisions. He wasn’t simply an employer to Ilknur Grubbs — he was the person who saw a future for her in this work, and who quietly opened the door to it.

When Richard passed unexpectedly in 2010, Ilknur inherited more than a practice. She inherited a responsibility. A promise. A legacy of clients who had trusted him, and a way of caring for people that he had spent decades refining.

She chose not to simply continue his work. She chose to honor it — by building something even greater. Today, every conversation we have with a client carries Richard’s belief forward: that the best financial advice is the kind that helps someone build a life.

“He didn’t teach me how to do taxes. He taught me how to take care of people.”— Ilknur Grubbs, EA · CTC · CTS

Two generations of hands together — stewardship across time

The Legacy Mindset

Wealth is measured in more than income.

The most successful families we serve don’t measure their lives by what they earn. They measure it by what their money lets them do — and by who they get to share it with.

Time

The most valuable currency. Every plan begins with how you want to spend it.

Freedom

Choice, not constraint. To work because you want to, not because you must.

Family

The people the work is for. Every recommendation runs through them first.

Opportunity

Doors held open for the next generation — by the decisions made in this one.

Stewardship

Holding what’s been built with care, and growing it with intention.

Future generations

A legacy isn’t complete until someone else gets to begin from it.

A different posture

Tax strategy is an investment
— not an expense.

Most people meet their accountant once a year, in March, after every meaningful decision has already been made. We work the other way around. The best tax return is the one you planned for all year.

Dallas skyline at golden hour — local authority for North Texas families

Saving thousands — legally

Election timing, entity strategy, and credits that are sitting on the table for nearly everyone we meet.

Smarter entity decisions

S-corp vs. LLC vs. partnership: a real analysis tied to your life, not a template from a search result.

Planning before purchases

A house, a vehicle, a partnership buy-in — every major move is run through the model before it’s made.

Reducing tax surprises

No more April-15 phone calls you weren’t expecting. Estimates that actually mean something.

Compounding wealth

Every dollar kept legally is a dollar reinvested in the business, the home, or the next generation.

Sleeping at night

Knowing someone is watching the calendar, the law, and your life — at the same time.

Through every chapter

Financial guidance that evolves with your life.

The clients who stay with us for decades aren’t the same people they were when they walked in. Their businesses grow. Their families grow. Their plans grow. We grow with them.

Starting a business

Entity formation, founding agreements, and a tax posture set right from day one.

Buying a home

Down-payment timing, mortgage-interest planning, and what the new tax bracket will actually feel like.

Growing a family

Dependents, education savings, and the quiet planning that protects what matters most.

Scaling the company

Hiring, equity, retirement plans, and the structures that compound returns over decades.

Selling a company

Pre-sale planning is everything. The work begins years before the term sheet does.

Retirement & estate

Withdrawal sequencing, gifting strategy, and a plan your heirs will thank you for.

Why clients choose us

Five values. Held quietly, practiced daily.

Ethics

Doing the right thing — even when nobody is watching. The boring, expensive version of integrity, every time.

Dedication

Every recommendation is made with your long-term success in mind, not the quickest path to a billable hour.

Expertise

Technical knowledge that becomes practical advice. The credentials matter; the translation is what you pay us for.

Teamwork

You gain an entire advisory team — not one overworked accountant trying to remember your file.

Longevity

Relationships measured in decades, not tax seasons. Many of our clients have been with us since Richard’s day.

The work, organized around outcomes

Tools — in the service of a life.

We don’t lead with a list of services. We lead with what you’re trying to build, and choose the right instruments to get you there.

01 · Preserve

Preserve More Wealth

Strategy first. The work that quietly compounds for decades.

Personal Tax Strategy

Year-round planning for high earners, executives, and families with complex financial lives.

Business Tax Strategy

Entity selection, owner compensation, and the tax architecture that supports real growth.

Estate & Trust Planning

Coordinated with your attorney — so the documents and the tax plan tell the same story.

02 · Grow

Grow Confidently

The operational backbone behind every well-run company.

Business Returns

S-corps, partnerships, multi-state filings — accurate, on time, and explained in plain language.

Payroll

Reliable payroll processing, owner distributions, and the quarterly filings handled cleanly.

Sales Tax

Multi-jurisdiction filings, nexus analysis, and the unglamorous compliance that protects you.

QuickBooks

Setup, cleanup, and ongoing oversight — so your numbers are something you can actually trust.

03 · Protect

Protect Your Future

Year-round guidance, not once-a-year transactions.

Year-round Planning

Quarterly check-ins where decisions are made before the bill arrives — not after.

Tax Coaching

We teach you why a recommendation matters, so you can make better decisions on your own.

Strategic Reviews

Annual deep dives across business, personal, retirement, and estate — looking decades ahead.

IRS Guidance

Notices, audits, and resolution work handled with full Enrolled Agent representation.

The Dallas–Fort Worth skyline at twilight

Rooted in North Texas

A DFW firm, for the people building DFW.

We’ve worked alongside North Texas families and founders for over thirty-five years — through the boom of Plano, the reinvention of downtown Dallas, the rise of the Fort Worth cultural district, and every neighborhood in between. We know this place because we live here.

Dallas

Fort Worth

Arlington

Plano

Frisco

Southlake

Grapevine

DFW Metroplex

A quiet North Texas neighborhood at sunrise

The future you want starts with the decisions
you make today.

We work with a limited number of new families and founders each year — so the work stays intentional, and the relationships stay long. If you’re ready for an advisor who will sit beside you in the decisions that matter, we’d love to begin the conversation.

Begin the Conversation (817) 555 · 0100

“We’re not preparing tax returns. We’re helping you build a life, protect your family, and create something that lasts for generations.”