Accounting Services from Expert CPAs
Full-service tax, accounting, and business advisory for individuals and business owners nationwide.
Offering Full-service accounting
Legacy CPAs is a full-service accounting firm based in Arizona, offering tax preparation and planning, bookkeeping and payroll, IRS problem resolution, and business advisory for individuals and business owners nationwide. Because your tax, accounting, and planning all connect, we handle them under one roof, so nothing works against itself. Whether you need a return filed, clean monthly books, or a long-term strategy, our accounting services are built to fit.
Tax Preparation & Planning
Accurate filing paired with proactive, year-round planning to keep more of what you earn, plus experienced help if the IRS comes calling.
Accurate individual and business returns, e-filed and reviewed.
Proactive strategies that lower next year’s tax bill.
Professional representation if your return is selected for audit.
Behind on taxes or facing the IRS? We can help you resolve it.
Questions about your taxes? Book a free consultation and we’ll help you plan ahead.
Accounting & Bookkeeping
Clean, current books and reliable payroll, with senior financial guidance when you need more than the numbers.
Monthly bookkeeping and financials, so you always know your numbers.
Reliable, compliant payroll handled for your team.
Proactive strategies to plan ahead and reduce what you owe.
Setup, cleanup, and training so QuickBooks actually works for you.
Want cleaner books and reliable payroll? Let’s set up a time to talk.
Business Advisory
Guidance for every stage of your business, from formation and valuation to strategy, cash flow, controls, and succession.
Entity selection and setup that starts your business off right.
Financial roadmaps that turn goals into measurable steps.
A clear plan to exit or hand off your business on your terms.
Defensible valuations for sale, succession, or litigation.
Protect your business from fraud and costly errors.
See what’s coming, close the gaps, and decide with confidence.
Deal structuring and tax planning
Planning a major business decision? Get guidance from a local CPA.
Personal & Family Planning
Planning that looks past tax season, to build, protect, and pass on what you’ve worked for.
A coordinated plan for your goals, taxes, and cash flow.
Tax-smart strategies to retire on schedule and with confidence.
Protect your legacy and reduce the tax burden you pass on.
Ready to plan for what’s next? Start with a free consultation.
Local expertise, one connected team
Expert CPAs
Expert CPAs based in Arizona, serving clients nationwide with real, dedicated support.
CPA-level expertise
Licensed professionals on every engagement, from a simple return to complex advisory work.
Year-round, not just April
Proactive planning and support all year, so tax time holds no surprises.
Everything under one roof
Tax, accounting, payroll, and advisory in one place, working from the same picture of your finances.
CPA services, answered
Legacy CPAs offers tax preparation and planning, small business accounting and bookkeeping, payroll, IRS problem resolution, and business advisory work such as valuation, succession planning and strategic planning. In short, we cover the accounting services that individuals and business owners need, nationwide.
Yes. We prepare individual and business returns and provide planning for both, including personal financial, retirement, plus full accounting, payroll, and advisory support for businesses.
A CPA is a state-licensed professional who can handle far more than seasonal filing, including financial statements, IRS representation, and long-term planning. A seasonal preparer typically only files returns.
Year-round. Beyond filing your return, we provide ongoing bookkeeping, planning, and advisory services, so your finances stay on track all year rather than only before a deadline.
We are based in Arizona and work with clients nationwide.
It depends on the scope of work, but we give you a clear, flat quote after a free initial consultation, so you know what to expect before we start.
Yes. Tax, accounting, payroll, and advisory work together instead of being coordinated across several separate providers, so nothing falls through the cracks.
No. Many clients start with one service, like tax preparation or bookkeeping, and add others as the need comes up.
That’s exactly what the initial consultation is for. We’ll walk through your situation together and recommend the services that make sense for where you are right now.
Yes. We regularly coordinate with other professionals in a client’s corner to make sure everyone is working from the same information.
Not sure which service you need?
Start with a free consultation. We’ll point you to the right fit, with no pressure and no jargon.