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

Charitable Contributions: Some Guidelines

Charitable Contributions: Some Guidelines

June 17, 2020 ...   We are the most generous nation in the world when it comes to charity and donations. Americans are the top givers, according to the World Giving Index, and have been for some ten years. Whether local or international, we help strangers who...

Good News … PPP Flexibility Act Signed into Law!

Good News … PPP Flexibility Act Signed into Law!

June 12, 2020 ...   Just when we thought that the business-related news might slow down... last Friday’s unemployment numbers came out positive and improving (much to the surprise of everyone and the delight of the stock market!). As we mentioned last week,...

PPP Money Still Available

PPP Money Still Available

June 5, 2020 ...   We have been talking about the Paycheck Protection Program (PPP) for quite a while now. As of last week, there was still some $100 billion in PPP funding available (per Journal of Accountancy). That means PPP funding is still available today...

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What our Clients are saying

I have gone to Brian for several years now and couldn’t be happier. Legacy CPA is a great company with friendly and knowledgeable people. I would recommend to anyone!

Tori Smalley

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 Kretzer