For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Happy Thanksgiving 2019 from Legacy CPA to you and yours

Right in the middle of the bloody depths of civil war, President Lincoln proclaimed the last Thursday of November as a national day of Thanksgiving which should take place every year.His entire Thanksgiving proclamation (written by his Secretary of State, William...

My Southern Oregon Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Legacy CPA) as more and more Southern Oregon business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us know if we...

PPP Money Still Available

June 5, 2020 ...   We have been talking about the Paycheck Protection Program (PPP) for quite a while now. As of last week, there was still some $100 billion in PPP funding available (per Journal of Accountancy). That means PPP funding is still available today...

The “Profit First” Framework for Southern Oregon Businesses

You might have heard the term "profit first accounting" buzzing around Southern Oregon business circles as of late. The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners....

How Southern Oregon Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Southern Oregon people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

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...

Raise Prices For Your Southern Oregon Business

Let me start out by once again reminding you that we are nearing year-end (as if you really needed my reminder).And Southern Oregon business owners are extremely well-positioned to make a dent through proper tax planning more than any other population.We're right...

Should Your Southern Oregon Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the Payment Protection Program (PPP) money, who got it, who didn't, and even if some companies should pay it back.Well, we have some thoughts on this for you today, but ultimately, you will have to be the one who makes this...

Estate Planning For Southern Oregon Business Owners

We're rolling through busy season, and have begun to connect with many of our great Southern Oregon clients. Already wrapped a few very elegant tax returns (if I do say so myself).One of my favorite things about this time of year is connecting with all of you, and...

Good News … PPP Flexibility Act Signed into Law!

June 12, 2020 ...   Just when we thought that the business-related news might slow down... last Friday’s unemployment numbers came out positive and improving (much to the surprise of everyone and the delight of the stock market!). As we mentioned last week,...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!