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

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

I can’t say enough about the integrity and professionalism that Brian Manthe and the staff of Legacy CPA has shown towards me and my business. I love that my records are maintained each month and this tax season was the easiest I have had. The staff is so responsive when I have questions and sooooo friendly! I completely trust Legacy CPA for all of my accounting and tax needs. Peace off mind has been priceless! Thank you Brian and Legacy for all you do!

Kerrie Davis

This team is fantastic! Always quick to answer any questions, and help guide my as I grow my business. Their expertise helps me make sure I am aware of & prepared for any tax implications of decisions BEFORE I make them! This is vital for a small business owner. I highly recommend Brian Manthe and the team at Legacy CPA!

David Veach