Certified Public Accountants in the Medford, Oregon Area:

Legacy Financial CPAs - Certified Public Accountants in Medford, Oregon - Accounting ServicesWe 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

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