Visit us at:

1322 E. McAndrews Ste 201

Medford, OR 97504















Medford, Oregon Area CPAs (Certified Public Accountants), Tax Preparation, Tax Returns, Business Taxes, Bookkeeping, Payroll and Business Consulting.

Our Southern Oregon clients often come to realize and rely on the concept that “if there’s a dollar sign attached to it, Legacy can help them use it well.” Building success is like every other building project – if there’s no clear plan or objective, the results will likely be a shabby shack. Whether you dreams are of a suburban palace or a secluded remote retreat, we help you plot out a blueprint and identify potential steps to make your various goals a reality. The complexity and volatility of today’s business and economic environments are truly hazardous – so when you allow us to help you plan your future goals – we view it as a significant trust – and we bring Infinite Service and Visionary Knowledge to support you.

Accounting, tax planning and preparation, and wealth building for businesses and families in the Southern Oregon Area is our specialty. 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)
  • Bookkeeping and payroll for businesses
  • 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

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“Infinite Service & Visionary Knowledge for Outstanding Results.”


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