Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Brian Manthe’s 2019 Personal Income Tax Documents List

So yes ... you run a business.Which affords you some massive opportunities not available to Southern Oregon wage employees on your PERSONAL taxes (depending, of course, on how everything is set up for you).So that likely means that you have a couple different tax...

Lemonade Stands And A New Selling Strategy For Southern Oregon Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Southern Oregon business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a...

What Does The CARES Act Mean For Your Southern Oregon Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our Southern Oregon clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS...

Email Marketing Strategies That Southern Oregon Businesses Should Avoid

I get a lot of replies and personal comments about the emails that I send out, both to our business owners (like you), and to our family/individual clients.So I thought I'd offer my quick thoughts to you as to why I do this, and open our kimono a little. I'm certainly...

The Simple ‘Why’ For Southern Oregon Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

A Guide to Paycheck Protection Program Loans for Southern Oregon Businesses

This is a very important message, and I'd like you to read it carefully.Here at Team Legacy CPA, we have been walking closely with our Southern Oregon business owner clients (and many, many new business owners who have been reaching out) to cut through the noise and...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

The Advantage a C Corporation Holds for Southern Oregon Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...

Should I Extend Credit To My Southern Oregon Customers?

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!