Legacy CPA was formed to help individuals and entrepreneurial business people get better results from the hard work they put in day in and day out.
If you’re working this hard, then your money and your business operations should be working as effectively and efficiently as you do. At Legacy Financial we pride ourselves in working diligently with each client to optimize those results. The CPA’s at Legacy Financial have very strong personal finance and business operations experience – and we use that experience to help each client achieve their goals. At the end of the day, we measure our success by the profitability and accomplished goals of each of our clients.
Legacy Mission Statement
Legacy Financial exists to lead our clients to increased wealth and profits, optimal financial balance and fulfilled life goals. We craft our services to meet the client’s unique needs and drive them to be proactive for their futures.
Brian Manthe, Owner of Legacy CPA
Growing up in the Rogue Valley, Brian graduated from South Medford High School in 1992 and then from Southern Oregon University with a Bachelor’s of Science Degree. Brian is co-founder of Legacy Financial CPAs (Currently Legacy CPA) which began in 2012. Prior to owning his own CPA firm, Brian worked as a staff accountant both in the private sector and at another accounting firm. He has experience in both individual and business tax services, business consulting, and financial consulting, with emphasis on personal and business budgeting. His experience includes a broad range of industries which include, non-profits, municipalities and small businesses.
Brian’s passion is working with clients on their personal and business finances and creating a monthly cash flow plan that is effective, efficient and sustainable. Brian believes anyone, from the financially distressed, to those that are financially fortunate, can benefit from these services. Brian has an aptitude with helping people make lifelong changes in the way they handle their money. In fact, Brian attended Dave Ramsey’s week-long Financial Counselor Training to perfect his skills in personal and small business budgeting.
Brian holds a Certified Public Accounting Certificate from the State of Oregon and is a member of the Oregon Society of Certified Public Accountants.
The most important things in life to Brian are God, his wonderful wife Cathleen of over 18 years, and his two beautiful daughters. He is an avid bass fisherman and cherishes the week-long fishing trips his daughters still join him on. If the Chicago Cubs are playing, you know Brian will have the game on rooting for them every minute of the season! He is involved in community and professional events, and is a founding board member of a local Charter School. Brian and his family enjoy attending Heritage Christian Fellowship in Medford.
Kandra Hawkins is the Office Manager with Legacy CPA. In this role, Kandra coordinates all aspects of client service. Kandra holds a Bachelor of Science in Business Administration from Southern Oregon State College. She also is a current notary public in the state of Oregon. Born and raised in the Rogue Valley, she lives in Medford with her husband Eric and two daughters. She is an avid fiction reader, attends Journey Church and loves to spend time traveling with her family.
Staff Accountant/Tax Preparer
Wendy M Gorman graduated from Southern Oregon University in 2000 with a Bachelor’s in Business emphasizing in Accounting along with a minor in Criminology. She has been with Legacy Financial CPAs since January 2014 and brings an attention to detail and prides herself on client service. Wendy has spent the majority of her life here in the beautiful Rogue Valley. In her free time, she enjoys spending time with her husband Tom and her two boys. They enjoy camping, traveling and movies. She is an avid fan of anything her boys do including basketball, baseball and snowboarding.
Staff Accountant/Tax Preparer
Wendy Schmidt has received extensive training in the field of accounting, with over two years of experience as a practicing staff accountant, and specializing in small business accounting. Her expertise is in small business accounting and tax. She received her BS in Business Administration with a concentration in Public Accounting and a minor in Economics from Southern Oregon University; and is currently pursuing her CPA license. Wendy Schmidt was born and raised in Vacaville, California; now living in Medford, Oregon along with her husband, Paul, her daughter and three boys. She enjoys coaching cheer and dance when she is not in the office.
Tax Preparer/Bookkeeper and most importantly Navy Veteran
Neal Boyer has received extensive training in the field of Accounting/Bookkeeping, Payroll & Income Tax preparation. Neal has over 42 years of experience as a practicing Accountant & Bookkeeper, specializing in Payroll & Tax Preparation. His expertise is in small business accounting and tax preparation, with a focus on accounting & payroll. Neal is also a Graduate of Oregon College of Business and received his diploma in Business Accounting. Neal was born in Lebanon PA, raised in Southern CA. Now living in Central Point OR along with his wife Virginia of 45 years, all 4 of their children are grown and he has 4 beautiful Granddaughters. He enjoys fishing (when he gets a chance to get out of the office). Neal is also a Navy veteran and served in Viet Nam!
Licensed Tax Preparer/Bookkeeper
Cianna Salinas has received specialized training in the field of tax preparation, with over 5 years of experience as a practicing bookkeeper, with a special interest in payroll. She has received her License in personal income tax preparation and is pursuing her BS in Business Administration with the goal of becoming a CPA. Cianna was born and raised in Las Vegas, Nevada and is now living in Grants Pass, Oregon. When she is not in the office, she enjoys hiking with her two dogs and travelling whenever she gets the chance.
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. 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.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since 2012—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the buttons on this page to request this exclusive, free report from us, and we’ll rush your copy to you immediately.
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Southern Oregon Area”.
Talk again soon,
Brian Manthe, CPA
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Give us a call at (541) 326-0993! Or Email Us, We will NOT make dealing with an accountant as painful as dealing with your books has already been!
What our Clients are saying
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
Legacy Financial, specifically Brian Manthe, has been a tremendous blessing. We first met with Brian who helped us create a financial game plan using Dave Ramsey's methods. This complimentary consultation was hugely beneficial! We implemented what he suggested and were able to purchase our first home. Brian has also done our taxes for the past two years. He is thorough, honest, and great to work with! We highly recommend Legacy Financial!Lisa Bokenkamp
You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...