For Small Businesses

What our Clients are saying

Cianna has been extremely helpful as I went through the process of submitting our Paycheck Protection Program documentation for our business. No matter how many questions I asked, she always provided information and answers. It is very reassuring to know that she’s there! I just wanted you to know how much we appreciate her. I am not sure that we will qualify, but at least the documents have been submitted. Thank you.

A Very Satisfied Client

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

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...

Potential Tax Problems For Southern Oregon Businesses To Fix Before Year-End

We only have one more month (less!) to make any moves that might affect a whole host of things on your tax bill.I have some examples of what I mean here today, but suffice it all to say: If your business revenues, expenses, structures or results changed in a...

Will Your Southern Oregon Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Southern Oregon business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

A Guide to Paycheck Protection Program Loans for Southern Oregon Businesses

This is a very important message, and I'd like you to read it carefully.Here at Team Legacy CPA, we have been walking closely with our Southern Oregon business owner clients (and many, many new business owners who have been reaching out) to cut through the noise and...

Resilience And Southern Oregon Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Southern Oregon business owners "make the switch" over to us, year after year. I know that you may have...

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...

Four Key Steps For Effective Customer Care By Brian Manthe

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Southern Oregon businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

The Role Of The Southern Oregon Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Five Tips To Build A Healthy Company Culture by Brian Manthe

Like many Southern Oregon business owners, you probably set some goals for 2020.So ... hmmm ... how are you doing on those?Based on data collected by Statistic Brain, 27.4 percent of people typically abandon their resolutions within a week. Within two weeks of January...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!