Legacy CPA E Mcandrews Rd, Medford

Legacy CPA Reviews

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  Steve McClintock
  5

  I have used Legacy CPA for all our accounting needs. I have dealt with the most professional personnel of any place I have ever done business with. Cianna and Neal have done outstanding work getting all our records and QuickBooks in order. Jude our payroll specialist is top notch, As a team they have all made the transition to Legacy CPA effortless. They are always very responsive and helpful. So glad we made the switch to Legacy CPA. I highly recommend them.

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  Lisa Bokenkamp
  5

  Legacy Financial, specifically Brian Manthe, has been a tremendous blessing. We first met with Brian who helped us create a financial game plan using Dave Ramsey's methods. This complimentary consultation was hugely beneficial! We implemented what he suggested and were able to purchase our first home. Brian has also done our taxes for the past two years. He is thorough, honest, and great to work with! We highly recommend Legacy Financial! *** Update: Once again, Brian and his team have been amazing! We now live in Indiana, but still wanted Brian to be our CPA. The process was as easy as it had been when we lived in Southern Oregon and we are very grateful for his help and expertise. We continue to be impressed with the level of care we receive from Legacy Financial and the blessing this group is to our family!

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  William Bumgardner
  5

  Brian I have been working together for several years. He is a great person to work with and is always professional. He provides thoughtful insights that have helped us manage our small business financials and taxes. I would highly recommend Brian and his team at Legacy.

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  Sean Watson
  1

  Hired them to help set up QuickBooks for my company and they set it up completely wrong. Upon meeting with them and seeing the way they entered the boxes I packaged my orders in as manufacturers part numbers I questioned as to why they did it that way instead of creating assemblies and they assured me that was the way it was done. They also made items sub items of those items instead of their own individual non-inventory parts. This left me with no place to put actual manufacture part numbers and rendered the reports I asked them to customize absolutely useless. Furthermore, I tried to contact them multiple times to discuss this and never even received an email back leaving me with no recourse but to hire a competent company to fix all the errors they programs into my system and losing out on weeks of sales and upsetting my established customer base. After all my work and efforts to contact them the only time I heard back was to receive a bill in the mail for several hundred dollars for incompetent work that cost me much more then that in losses and need to fix their unacceptable work. I have no idea how their accounting department works, but if their QuickBooks setup is any reflection of that you’re better off finding someone that actually knows what they’re doing, returns calls, and listens to your needs. The only reason they are getting one star is because zero is not an option. Do yourself a favor and find a different service that you’re not paying to teach.

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  Kiah S
  5

  Brian helped my husband and me identify all the tax deductions we could take for our small business. He spent a long time learning who we were and all about our business so he could best know how to serve us. Excellent customer service from the whole staff. I highly recommend Legacy Financial!

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  Jennifer Durham
  5

  Legacy Financial 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!

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  Bumgardners Landscape Management
  5

  Brian and the well qualified folks at Legacy Financial are always VERY quick to respond to my questions (I have a lot, sometimes). They are very knowledgeable in all aspects of Quickbooks and payroll related issues. I get much of my help from Wendy. She is able to resolve issues that may arise quickly and precisely. I highly recommend Legacy Financial!

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  Jenn B
  5

  We've had a great experience working with Brian Manthe. Our taxes got a little complicated, so we turned to Brian. He has been very knowledgable, quick to get back to us, and personable. We'd highly recommend Legacy!

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  Kerrie Davis Howell
  5

  I can't say enough about the integrity and professionalism that Brian Manthe and the staff of Legacy Financial has shown towards me and my business. I love that my records are maintained each month and this tax season was the easiest I have had. The staff is so responsive when I have questions and sooooo friendly! I completely trust Legacy Financial for all of my accounting and tax needs. Peace off mind has been priceless! Thank you Brian and Legacy for all you do!

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  Jason Kretzer
  5

  I started using Brian many years ago, beginning with financial planning. After my initial experience, I decided to begin having him prepare my taxes as well, since they go hand in hand, and because my taxes could be quite complicated. Brian brings the perfect combination of ethics and legalities together for the best interest of the client. I am thoroughly satisfied.