Accounting & CPA Services for Individuals & Families
While most people might assume that the only time they can use the services of a CPA or accountant is at tax time, there are many other aspects of your finances we can help you with. Beyond tax preparation, we have other personal tax services that can benefit you including tax planning, filing back tax returns, and representing you in the event that you are audited by the IRS. We can also help with areas of financial planning that have tax implications such as planning for college for your children, elder care financial planning and estate planning.
We’ve designed our accounting services to help you plan for your future and take the stress out of your taxes and financial concerns. Let us take care of it for you.
And if you own a business, check out our various Services for Businesses.
If you’re unsure what services might benefit you, give us a call and we can schedule a free consultation.
Ready to come in for an appointment?
What our Clients are saying
Legacy CPA help us put our chaotic finances into order and navigate successfully through two big family transitions. Brian and the entire team at Legacy have been a pleasure to work with.Mark Loewenstein
I have been taking my taxes to Brian for a few years now, and they’re great! We have a pretty unique set up with our home and rental property, and they’ve always let us come in after hours because of our work schedule.Britt’nee Anderson