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.
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What our Clients are saying
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
Legacy CPA has provided professional accounting services to both my family and my business. Their staff are a wonderful support to my office manager when it comes to our business accounting, and Brian Manthe has done a great job of counseling us regarding both business and personal accounting matters. The peace of mind I experience working with Brian as our accountant is of priceless value!Jennifer Durham