Legacy CPA -Medford

Legacy CPA -Medford No annoying tax professional lingo. Just straight, authoritative and friendly expert advice.
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We strive to be a part of your team and we expect to meet with you during the year and not just at tax time. These meetings are to update your current financial and life situations and help you formulate effective responses and strategies to continue toward realizing your goals. Whether it is births, deaths, marriage, divorce, employment changes, or health declines, the events that life brings all

have an impact on financial results. Businesses must also constantly respond to competition, market changes, technical innovations, regulatory demands, personnel requirements, revenue/expense variances, and a myriad of other factors which may change abruptly without warning. Our role is to help you implement effective responses to these factors and continually move towards success. Our CPA at Legacy Financial works hard to stay on top of the ever changing world of accounting practices. Important areas of concentration include:

Tax Return Preparation and Planning
Tax Reduction Strategies (Business and Individual)
Financial and Strategic Consulting
Operation and Efficiency Evaluations
Business Startups and Entity Selection
Personal Financial Budgeting
Back Year Tax Returns
Financial Statements
QuickBooks Consulting & Training
Impact of Buying or Selling a Home
Out of State Returns
Moving Expenses

Address

75 N. 1st Street
Central Point, OR
97502

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm

Telephone

+15413260993

Website

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Our Story

We strive to be a part of your team and we expect to meet with you during the year and not just at tax time. These meetings are to update your current financial and life situations and help you formulate effective responses and strategies to continue toward realizing your goals. Whether it is births, deaths, marriage, divorce, employment changes, or health declines, the events that life brings all have an impact on financial results. Businesses must also constantly respond to competition, market changes, technical innovations, regulatory demands, personnel requirements, revenue/expense variances, and a myriad of other factors which may change abruptly without warning. Our role is to help you implement effective responses to these factors and continually move towards success. The CPA’s at Legacy Financial work hard to stay on top of the ever changing world of accounting practices. Important areas of concentration include: Tax Return Preparation and Planning Tax Reduction Strategies (Business and Individual) Financial and Strategic Consulting Operation and Efficiency Evaluations Business Startups and Entity Selection Personal Financial Budgeting Back Year Tax Returns Financial Statements QuickBooks Consulting Impact of Buying or Selling a Home Out of State Returns Moving Expenses