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

Working at Home? Don’t Overlook These Deductions

Working at Home? Don’t Overlook These Deductions

August 7, 2020 Whether you claim a business office in the home or are simply working at home, say because of COVID-19, you likely have some former personal assets that you now use for business. If you thought new tax deductions, bingo! Say you don’t claim a...

PPP Loan Forgiveness Clarified for the Self-Employed

PPP Loan Forgiveness Clarified for the Self-Employed

July 24 How much is clarity worth? And how much is making things easier worth? A whole lot! We now have both the new (a) clarity and (b) easy road to Paycheck Protection Program (PPP) loan forgiveness for the self-employed with no employees. Get ready to smile. Road...

August 31: Last Day to Undo Your 2020 RMDs

August 31: Last Day to Undo Your 2020 RMDs

Tax day is finally here, July 15! If you need more time, it's easy to get an automatic filing extension to October 15, and we can help you with that. But, there is another deadline coming up: August 31, 2020. For those of you who took out your 2020 required minimum...

Cianna has been extremely helpful as I went through the process of submitting our Paycheck Protection Program documentation for our business. No matter how many questions I asked, she always provided information and answers. It is very reassuring to know that she’s there! I just wanted you to know how much we appreciate her. I am not sure that we will qualify, but at least the documents have been submitted. Thank you.

A Very Satisfied Client