For Individuals
Medford Accounting & CPA Services for Individuals
While most people might assume that the only time they can use the services of a CPA or accountant is at tax time, there are many other aspects of your finances we can help you with. Beyond tax preparation, we have other personal tax services that can benefit you including tax planning, filing back tax returns, and representing you in the event that you are audited by the IRS. We can also help with areas of financial planning that have tax implications such as planning for college for your children, elder care financial planning and estate planning.
We’ve designed our accounting services to help you plan for your future and take the stress out of your taxes and financial concerns. Let us take care of it for you.
And if you own a business, check out our various Services for Businesses.
If you’re unsure what services might benefit you, give us a call and we can schedule a free consultation.
Our Blog – Read the latest tax news
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 …
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
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...
What our Clients are saying
I started using Brian many years ago, beginning with financial planning. After my initial experience, I decided to begin having him prepare my taxes as well, since they go hand in hand, and because my taxes could be quite complicated. Brian brings the perfect combination of ethics and legalities together for the best interest of the client. I am thoroughly satisfied.
Jason KretzerLegacy CPA help us put our chaotic finances into order and navigate successfully through two big family transitions. Brian and the entire team at Legacy have been a pleasure to work with.
Mark Loewenstein