Personal Tax Preparation & Planning

Helping Individuals & Families in the Medford Area



Personal Tax Preparation

Tax time can be stressful, but it doesn’t have to be such a pain. Let us take care of your tax preparation and filing. You can also make your tax appointment smoother and easier by gathering all of the necessary details ahead of time.

We will need information about your income, adjustments to your income (contributions to IRA’s, energy credits, etc.), itemized tax deductions such as childcare & donations, taxes you’ve paid (state & local income tax, real estate, personal property tax), and last year’s tax return. If you are a new client, bringing your tax returns from the last 2-3 years tax return can help us understand the landscape of your finances and taxes.

If you own a business, keep in mind that we may need to have those taxes prepared before we can begin on your personal taxes. Check out our business tax services page for more information on business tax preparation

Our printable checklist, What to bring to your tax appointment, can help you gather all the necessary information.

With our personal tax return services, you get:

✓ Peace of mind—your return has been thoroughly checked for accuracy

✓ Deduction Recommendations

✓ Tips for managing payroll deductions

✓ Availability—Talk to someone all year long

✓ Same day response


Personal Tax Planning

It can be difficult to find the motivation to think about taxes outside of tax time, but planning ahead with tax saving strategies can make a significant difference.  By optimizing your deductions and reviewing other aspects of your personal finances such as investments, income, retirement contributions, capital expenditures, charitable donations and more, we can make recommendations on how to you can take control of your tax liability. If you are self-employed, own a business, or work as an independent contractor, planning ahead for tax time is crucial so you won’t face an unexpected tax bill.

Our tax professionals are experts in the nuances of tax law and codes. We stay up-to-date on changes that will affect your tax returns throughout the year. Let us help you take proactive steps to lighten your tax burden with our tax planning services.

personal tax planning

Personal Non-Filed Tax Returns

Back tax returns can rack up interest and penalties quicker than you’d think. Non-filed tax returns and not paying what you owe can have serious repercussions including tax liens, bank account levies, seizure of assets and criminal charges.

Being proactive and filing your back tax returns puts you in the best possible situation. You may still be able to claim your deductions and receive your refund.

Taking care of non-filed returns can help you:

  • Avoid wage garnishments
  • Reduce tax penalties
  • Obtain refunds
  • Claim deductions
  • Protect your assets from seizure
personal tax services

Tax Audit Representation

Being audited by the IRS can be very stressful. But we can help! Legacy provides tax audit representation also called tax audit defense and IRS representation. If you are audited, you can have an authorized tax professional represent you. During the process, we take care of everything on your behalf in including paperwork, communications with the IRS, and any other issues that may come up.

In addition, we can get a copy of your IRS transcript helping us to accurately understand what your IRS file contains. This can help us ensure that we are prepared as possible for the audit.

No need to worry if you’ve received an IRS audit letter—we’re here to help! Contact us today to schedule an appointment.

Our Blog – Read the latest tax news

Working at Home? Don’t Overlook These Deductions

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

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

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...

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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

Brian Manthe at Legacy CPAs has been so helpful with preparing the financials for my start up bakery. He offers helpful advice and is available for any questions which may come up. I’ve been very impressed with his professionalism and work product.

Tia S