Legacy CPA

Legacy CPA

Reviews Summary

The overwhelming majority of reviews praise Legacy Financial CPAs, particularly highlighting Brian Manthe's expertise, professionalism, and personalized service. Clients consistently commend the team's responsiveness, tax preparation accuracy, and valuable financial advice for both personal and business needs. Many describe stress-free experiences, excellent communication, and long-term satisfaction. While most feedback is extremely positive, a few negative reviews mention issues with communication breakdowns, unmet expectations for CPA-level consultations, and occasional administrative errors. The dominant sentiment emphasizes trustworthiness, thoroughness, and a client-focused approach that delivers peace of mind.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

75 N 1st St

Central Point, Oregon 97502

Hours

Sunday Closed
Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday Closed
Saturday Closed

Customer Reviews

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!

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.

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!

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!

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.

I have been working with Legacy Financial CPA's for a few years now. Brian Manthe is a brilliant CPA, a great guy, and a wealth of knowledge. My wife and I are very pleased with the tax preparation each year. Also if you need any financial advice or a top notch advisor to handle your hard earned money, Randy McCord has the experience and knowledge to get you where you need to be. Very nice group of people who are very accommodating and easy to talk to. Very pleased.

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!

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.

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!

Brian, Randy and the Legacy Financial CPAs team are great. Accounting with personality and solid advice. These folks are trustworthy. They will help you build wealth and find all tax and planning advantages that fit your situation.

I've been to several accountants over the years, finally settling in with Legacy Financial. Hands down these guys are the best I've dealt with. Brian is very good at communicating and being proactive in helping me with my business. Highly recommend them.

Last year I was in a bind to get my taxes done prior to the deadline. Brian Manthe at Legacy Financial CPAs was able to help me organize the information needed in order to file my taxes on time. I would personally recommend their services to anyone that is looking for a personable and well qualified CPA to assist in your tax service needs.

Brian Manthe at Legacy Financial CPAs has been so helpful with preparing the financials for my start up bakery. He offers helpful advice and is available for any questions which may come up. I've been very impressed with his professionalism and work product.

I've been very fortunate to be able to work with Brian Manthe at Legacy Financial CPAs. He's attentive, helpful, and thorough in working through my personal and business financials. I would recommend him to anyone who wants to work with someone who has high integrity.

I've known Brian Manthe for close to ten years. He is one of the smartest, respectful and professional people I know. He and his partner do an exceptional job. They provide a quick turnaround, but more importantly are accurate, and I wouldn't trust my finances to anyone else.

I set up an appointment and waited 2 weeks to speak with a CPA about my business' somewhat complex inventory calculating tax issues, I did not get the assistance of a CPA but a tax preparer who said that the CPA just does the final review. The questions I asked her (meant for a CPA) I did not feel confident in the directive or experience. I needed the assistance of a CPA, I got a tax preparer. If you need the expertise of a CPA and not an assistant, I would look elsewhere. The website says allover our "

Brian prepared my 2018 taxes for my husband and I. Brian is very professional and quick. He?s very knowledgeable and can answer any questions you have. I would definitely recommend Brian for your CPA and tax needs!

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 Financial!

I am an Electrical contractor. The tax code is a foreign language to me. Brian has made my tax experience comprehensive and stress free. I am grateful for his knowledge and patience. I highly recommend his services. Cory Tilton

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.

Brian seemed to be helpful but several weeks after we had our initial meeting he was no longer available(health) and his office women were awful. Rather than discuss fees prior to committing to the work, they agreed ot would be best to pick my stuff up. Thrn when i did, my late mothers returns were in shambles. One of which was already neat and tidy because it had already been completed. So a month later and nothing more accomplished. Too bad.

Brian and Randy run a top shelf operation. With keen attention to detail and keeping up on our ever changing tax laws they are able to serve their clients with expert level precision served with a smile. Eli Clark ~ Focus1 Insurance Group Inc.

Legacy Financial 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.

Brian came highly recommended, and he surpassed our expectations as an experienced professional. In addition to being a brilliant CPA, he is a kind man who genuinely cares about his clients.

My husband and I had a wonderful experience working with Brian and his team. He was very helpful and a wealth of knowledge. We will continue to use his services in the future.

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 t

Brian and the team at Legacy have been extremely awesome to work with. Professional, courteous, promt and knowledgeable. Always willing to go the extra mile. Would highly recommend them!

We could not be happier with the services that Legacy Financial has provided for our family for the last 2 years. Their thorough, timely and friendly support has made me a devoted client for both personal and business taxes.

I have gone to Brian for several years now and couldn't be happier. Legacy Financial is a great company with friendly and knowledgeable people. I would recommend to anyone!

Great experience and continued service for the last few years - very knowledgeable and professional in all aspects. They provide up-to-date information about their industry and how it affects us as taxpayers. I highly recommend them for any level of service (personal, business, etc). Thank you Legacy for all you do!

Brian & Randy have been a pleasure to work with, they always go the extra mile to complete our taxes. I would highly recommend their services to anyone.

Brian and his team are always knowledgeable and professional. They don't just provide accurate tax preparation, but also solid business advice.

I have always had excellent help with my taxes each year. Whenever I make a call I get a quick response by phone with all my questions being answered to my satisfaction. I always have a full understanding of my finances and always receive excellent service.

This is our second year going to Legacy for taxes and we love them! They're very professional and helpful answering our questions throughout the year. We highly recommend them to all our family and friends.

Legacy CPA is a great team of professionals, specifically Tacey is fantastic. Thank you for all you do.

This is my second year with Brian and Randy. They have done a great job for me, are very knowledgeable and up to date. I do trust them implicitly.

Had an in person meeting, got great advice, then they went dark. Will not return calls, just totally ignoring us. Very odd.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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