FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A CERTIFIED PUBLIC ACCOUNTANT THEY CAN TRUST

FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A CERTIFIED PUBLIC ACCOUNTANT THEY CAN TRUST

FOR Southern Oregon BUSINESSES AND FAMILIES LOOKING FOR A CERTIFIED PUBLIC ACCOUNTANT THEY CAN TRUST

Helping entrepreneurs get better results

Increased profitability. Peace of mind. A friendly expert in your corner.

We pride ourselves in working diligently with each client to optimize results. The CPA’s at Legacy CPA have very strong personal finance and business operations experience – and we use that experience to help each client achieve their goals.

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

My Southern Oregon Small Business Health Quiz (Part 1)

My Southern Oregon Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Legacy CPA) as more and more Southern Oregon business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us know if we...

Five Tips To Build A Healthy Company Culture by Brian Manthe

Five Tips To Build A Healthy Company Culture by Brian Manthe

Like many Southern Oregon business owners, you probably set some goals for 2020.So ... hmmm ... how are you doing on those?Based on data collected by Statistic Brain, 27.4 percent of people typically abandon their resolutions within a week. Within two weeks of January...

Brian Manthe’s 2019 Personal Income Tax Documents List

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...

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