FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

High Quality Comprehensive Accounting & Tax Services

I have a feeling I know why you’re reading this right now.

We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Am I close?

FOR Southern Oregon businesses and families LOOKING FOR A TAX PROFESSIONAL THEY CAN TRUST

Our Tax Services

High quality comprehensive
accounting and tax services:

IRS Representation For You
Tax Planning For Big Savings

For Small Businesses

“Hassle Free” QuickBooks
“Reset” Your QuicksBooks
Part Time CFO” Services
Accounting Done For You
Clear and Simple Cash Flow Management
Payroll Services Done Right

For Individuals

 College Financial Planning
Estate Planning Done Right
Elder Care-Financial Care

RECENT POSTS

Four Key Steps For Effective Customer Care By Brian Manthe

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Southern Oregon businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Legacy is outstanding. They found and taught me things I would have never known. I have never had a better experience with such a qualified and friendly team. Thanks guys, you rock!

Robert Lavell