The people of Legacy are a a team that cares. That team includes a Certified Public Accountant, bookkeepers, tax preparers, an office manager and account manager. We’re big into building long-lasting relationships with our clients and we take the time to listen to your needs and brainstorm solutions & strategies that help you take control of your finances. Our accountant and team help our clients with both personal and business accounting needs including personal and business taxes, general financial wellness planning, business financial consulting, QuickBooks, payroll and more.
Benefits of Working with Legacy’s Accountant & Team
We Take the Time to Care
This simply means that we listen and take the time to understand your needs. Our services are designed to help you whether you are a business or individual. This might mean explaining the ins and outs of your tax situation or it could look like suggestions and planning for your growing business.
Peace of Mind
Our goal is to take the burden of stress and worry off your shoulders as much as we can. You can rely on our diligence in ensuring everything we do is correct, accurate, and following all pertinent laws and guidelines.
We encourage our clients to call us throughout the year, not just at tax time. We’re here when you need us.
Same Day Response
Don’t you hate it when your CPA takes days or even weeks to get back to you? That won’t happen with us. We do our best to respond the same day to your inquiries whenever possible.
Our Blog – Read the latest tax news
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
July 24, 2020 ... 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...
August 31: Last Day to Undo Your 2020 RMDs
July 15, 2020 ... 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...
I can’t say enough about the integrity and professionalism that Brian Manthe and the staff of Legacy CPA has shown towards me and my business. I love that my records are maintained each month and this tax season was the easiest I have had. The staff is so responsive when I have questions and sooooo friendly! I completely trust Legacy CPA for all of my accounting and tax needs. Peace off mind has been priceless! Thank you Brian and Legacy for all you do!