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.

for individuals image

Our Blog – Read the latest tax news

IRS TAX RELIEF – OREGON

IRS TAX RELIEF – OREGON

September 20, 2020 ...   On Wednesday, the IRS announced tax relief for Oregon wildfires and straight-line wind victims.*  We pray you are one of the fortunate ones spared. Unfortunately, some of our clients lost their homes and businesses. If you ask what...

Checklist for Small Businesses Impacted by Natural Disasters

Checklist for Small Businesses Impacted by Natural Disasters

September 14, 2020 ... Natural disasters strike when least expected, just like the wild fires we saw this past week. Entire cities wiped out within minutes, businesses lost. It’s painful, unimaginable and just not right. For small business owners, natural disasters...

IRS Stops Sending Unpaid Taxes Notices Due to Backlog

IRS Stops Sending Unpaid Taxes Notices Due to Backlog

August 27, 2020 ... If you mailed in your taxes and still got a letter from the IRS that you haven’t paid, no need to panic, there is a reason. Since the outbreak of Covid-19, the IRS is sitting on a backlog of millions of pieces of unopened mail. Just last Friday,...

Ready to come in for an appointment?

Fill out the form below or give us a call at (541) 326-0993.

What our Clients are saying

Brian has been my CPA for the past three years. He is extremely knowledgeable, prompt, and goes above an beyond for all his clients. I now live in California, but have continued to work with Brian as he is simply the best. I am truly thankful for his personability and attention to detail as it has saved me time and stress, not to mention money. Without hesitation I would reccommend Brian and his partner Randy!

Rhiannon Dickison

I’ve been to several accountants over the years, finally settling in with Legacy CPA. Hands down these guys are the best I’ve dealt with. Brian is very good at communicating and being proactive in helping me with my business. Highly recommend them.

Willie Gingg