Legacy CPA

Dedicated Partners for Your Financial Success

Legacy CPA stands as a trusted partner, empowering individuals and businesses in the Southern Oregon area to achieve financial stability. Our team of experienced professionals offers a comprehensive range of accounting, tax preparation, and financial planning services, tailoring our approach to each client's unique needs.

Our Approach: Building Strong Relationships

Integrity, transparency, and personalized attention are the cornerstones of our approach. We take the time to listen to your aspirations, concerns, and financial goals. We believe in building strong, trusting relationships with our clients, guiding them through every step of the process with clear communication and accessible explanations.

For Businesses

• Tax Preparation & Planning: Comprehensive tax compliance and strategic planning to minimize your burden and maximize your returns.
• Business Financial Consulting: Expertise in financial analysis, budgeting, and strategic planning to bolster your profitability and growth.
• Quickbooks Services: Efficient management and optimization of your accounting systems for effortless financial tracking.
• Payroll Services: Streamline your payroll process with accurate calculations, payments, and compliance management.

For Individuals

• Tax Preparation & Planning: Accurate and efficient filing of your taxes, with personalized guidance on maximizing deductions and credits.
• Financial Wellness Planning: Comprehensive analysis of your financial situation and development of a tailored plan for financial security and growth.
• Financial Strategy: Strategic guidance on investments, retirement planning, and estate planning.

Beyond Numbers: Taking Care of You

Our team recognizes the importance of building lasting relationships with our clients. We are committed to exceeding expectations and providing a consistently positive experience. We prioritize responsiveness, accessibility, and open communication, ensuring your complete peace of mind.