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
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
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
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,...
What our Clients are saying
Legacy CPA, specifically Brian Manthe, has been a tremendous blessing. We first met with Brian who helped us create a financial game plan using Dave Ramsey’s methods. This complimentary consultation was hugely beneficial! We implemented what he suggested and were able to purchase our first home. Brian has also done our taxes for the past two years. He is thorough, honest, and great to work with! We highly recommend Legacy CPA!
Lisa BokenkampI have been working with Legacy CPA CPA’s for a few years now. Brian Manthe is a brilliant CPA, a great guy, and a wealth of knowledge. My wife and I are very pleased with the tax preparation each year. Also if you need any financial advice or a top notch advisor to handle your hard earned money, Randy McCord has the experience and knowledge to get you where you need to be. Very nice group of people who are very accommodating and easy to talk to. Very pleased.
John Strenk