For the continued safety and well-being of our clients and staff, Legacy CPA will not be holding in-person meetings until further notice. We have a secure online portal to upload your documents, or can arrange curbside pickups. Call us for any questions: 541-326-0993.

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

Merry Christmas!

Merry Christmas!

This past year has been most interesting and as it rolls to an end, we want to take this opportunity to thank every one of you. We are thankful for the chance to serve you. Regardless of what else is to come our ways, Charlie Brown said it best: "Keep looking up,...

Thinking of Moving to a Less Scary State? Think Taxes …

Thinking of Moving to a Less Scary State? Think Taxes …

October 14, 2020 ... You’re thinking it’s time to move to a less scary state. You throw the kids, the critters and of course, grandma in the car and off you go to where the grass is greener. Perhaps taxes are not the first thing you consider when deciding to move to a...

The Unpardonable Sin in an IRS Audit

The Unpardonable Sin in an IRS Audit

September 30, 2020 ...   What is the unpardonable sin in an IRS audit? Suppose you just received that lovely letter from the IRS telling you that you are the subject of an IRS audit. What one record receives special attention? What one record can create a...

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

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