Legacy CPAs helps you keep more of what you earn.

It depends on the work — a straightforward individual return costs far less than ongoing business accounting or CFO support. We give you a clear, flat quote after a free initial consultation, so there are no surprises.

A CPA is a licensed professional who can do everything a bookkeeper or accountant does, plus represent you before the IRS and sign off on more complex tax and financial work. If taxes, growth, or the IRS are involved, a CPA is worth it.

It’s simple. We request your records from your prior accountant, review your recent returns, and take it from there — most clients switch in a week or two with almost no effort on their end.

Yes. We serve small-to-midsize businesses nationwide as well as individuals and families who want proactive tax and financial guidance.

Legacy CPAs provides full-service tax, accounting, and financial advisory services for individuals and businesses nationwide. Our services include tax preparation, proactive tax planning, bookkeeping, payroll, QuickBooks support, part-time CFO services, business valuation, financial planning, and IRS tax problem resolution.

Because these services are handled under one roof, clients can work with a team that understands the full picture of their finances instead of coordinating with several separate providers.

Yes. Legacy CPAs can help you properly report rental income, investment gains and losses, depreciation, property expenses, and other tax considerations. We also provide proactive tax planning to help property owners and investors understand potential deductions, manage estimated payments, and make informed financial decisions throughout the year.

Yes. Legacy CPAs prepares multi-state tax returns for individuals and businesses with income, property, or business activity in more than one state. We help identify the filing requirements for each state, properly allocate income, and coordinate the returns to help reduce errors, missed filings, and unnecessary tax exposure.

Yes. Our CPAs help individuals and families plan for retirement, protect their assets, and prepare for the transfer of wealth. We can evaluate the tax impact of retirement distributions, investment income, and other long-term financial strategies, and coordinate with your attorney or financial advisor as needed.

The most important step is to address the issue before it becomes more serious. Legacy CPAs can help prepare missing tax returns, review IRS notices, determine how much you owe, and explain the resolution options that may be available. Depending on your situation, this could include a payment plan, penalty-relief request, or another IRS tax-resolution strategy.

Before the letter of intent, if you can. Once terms are signed, your leverage to change structure drops sharply, and structure is where most of the after-tax difference lives.

It is an examination of whether reported profit reflects how the business genuinely performs. One-time gains, owner expenses, and accounting choices are separated out so both sides are pricing the same thing.

Both, though not on the same transaction. Buy-side and sell-side work call for different analysis, and we will tell you at the outset which one we are performing.

An asset sale and a stock sale can produce materially different outcomes for buyer and seller from the same headline price, as can the allocation of purchase price across asset classes. Modelling the alternatives is usually the highest-value hour in the process.

Yes, and it works best that way. The legal, brokerage, and accounting roles are distinct, and deals go more smoothly when all three are talking to each other rather than through the client.

It depends on the size of the business and the state of its records, but a focused review on a small to mid-sized company typically runs a few weeks rather than a few days. Clean books shorten it considerably, which is one reason sellers benefit from preparing early.

We can help you evaluate how your savings and investment strategy fits within your broader financial and tax plan. This may include reviewing account types, contribution strategies, diversification, risk tolerance, and the tax consequences of financial decisions. When specialized investment management is needed, we can also coordinate with your financial advisor.

Helpful documents may include recent tax returns, pay statements, bank and investment account statements, retirement plan information, loan balances, insurance policies, and an estimate of your monthly expenses. We will let you know which records are most relevant based on your situation and goals.

A CPA plans with taxes at the center, not as an afterthought. That means the strategies we recommend account for their real, after-tax impact on your goals.

A personal financial plan brings together your income, expenses, savings, taxes, debt, investments, insurance, retirement goals, and major future expenses. The exact recommendations depend on your priorities, but the goal is to create a clear, coordinated strategy instead of treating each financial decision separately.

dAt least once a year, and any time a major life event happens, a new job, marriage, a home, a child, an inheritance, so the plan keeps pace with your life.