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.

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Our Blog – Read the latest tax news

Strategy: Hire Family to Create Tax Benefits

Strategy: Hire Family to Create Tax Benefits

July 9, 2020 ... As you know and have likely experienced, many small businesses have been hurt by the COVID-19 crisis.  Making smart moves right now can help ensure you emerge from the COVID-19 crisis and its aftermath a winner. In this article, we explain why one...

Tax Notes: Tax Day Around the Corner

Tax Notes: Tax Day Around the Corner

July 2, 2020 ...   We wish you a happy Fourth of July and as  we celebrate Independence Day with BBQs, fireworks, family and friends, let's remember the words of Oliver Wendell Holmes, "One flag, one land, one heart, one hand, One Nation evermore!" Ours is the...

PPP Loan Deadline: June 30, 2020

PPP Loan Deadline: June 30, 2020

June 23, 2020 ...   If your business is struggling and you didn't apply for the Paycheck Protection Program (PPP) loan, there is still some time. The application deadline for the PPP loan is June 30, 2020. And, as of last Tuesday, some $130 billion in PPP loans...

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What our Clients are saying

Legacy 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

Great experience and continued service for the last few years – very knowledgeable and professional in all aspects. They provide up-to-date information about their industry and how it affects us as taxpayers.

I highly recommend them for any level of service (personal, business, etc). Thank you Legacy for all you do!

Adam Baker