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
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...
What our Clients are saying
This is my second year with Brian and Randy. They have done a great job for me, are very knowledgeable and up to date. I do trust them implicitly.
Judy WestcottLegacy is outstanding. They found and taught me things I would have never known. I have never had a better experience with such a qualified and friendly team. Thanks guys, you rock!
Robert Lavell