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Legacy Investments & Real Estate

Legacy Investments & Real Estate

Reviews Summary

Customers consistently praise the professionalism, expertise, and personalized service provided, particularly for 1031 exchanges and DST investments. The guidance is described as thorough, transparent, and tailored to individual needs, with clear communication and ongoing support. Many highlight seamless processes, excellent after-purchase assistance, and strong investment performance. The service is highly recommended for its honesty, lack of pressure, and ability to simplify complex transactions. Clients appreciate the educational approach and long-term commitment to their financial goals.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate

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.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate

Contact Information

Address

1906 21st Street

Sacramento, California 95811

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Good people, and an excellent resource for all things DST (Delaware Statutory Trust). Legacy has key relationships with many industry professionals to provide a high level of service. The educational functions they promote keep Real Estate Brokers like myself up to date regarding best industry practices, and offer unique opportunities for investors to peer behind the curtain and understand the value offered by these investment vehicles. I highly recommend Legacy Investments & Real Estate as part of your

Jamie was a consummate professional, articulate, knowledgeable, and proactive. She helped us navigate some complex situations and the resolution was great. I would highly recommend Jamie and her team for assistance with any investment / real estate consulting!

Caring, Jamie was honest and forthright, giving me different options and treating me like a relative. There was no pressure to invest in the Delaware Trust products she offered. She recognized that I could invest in real estate through a realtor, and said that I can do that in the future when it's time to sell the one I got through her. Like I said, no pressure and she was very respectful throughout the process.

We purchased several DSTs through Jamie at Legacy. It was a very rewarding venture as Jamie conducted a lot of research to provide us with the best fit for our financial goals and needs. Jamie also provided a lot of after purchase advice in helping us get familiar with the financial reporting of each DST and who to contact at the sponsors for more information. We would not hesitate one minute to recommend Jamie to others searching for this type of investment. Charley Kearns

Jamie was instrumental in helping me navigate the 1031 exchange/DST process. Having no idea what a PPM was at the time, she helped me navigate the whole process from start to finish to ensure the strict timelines were met and find a suitable investment option that was in-line with my long term investment goals. Having worked with her over a year now and seen the investment products she recommended perform in line with expectations I can wholeheartedly recommend her for any 1031 exchange/DST investment needs

Jamie is an exceptional professional in her field, and I highly recommend her without hesitation. Her attention to detail and personalized approach truly set her apart. She takes the time to thoroughly understand her clients' unique needs and circumstances, and tailors her approach accordingly. With Jamie, you can trust that your needs are her top priority, and that she will work tirelessly to ensure your complete satisfaction.

As an attorney counseling clients with their 1031 exchanges, I have found Legacy to be a great resource for assisting our clients in selecting their replacement properties. As an investor doing a 1031 exchange, I've received valuable information and insights from Jamie Furlong with regard to DST interests. Highly recommended.

We purchased three DST properties in the spring of 2022, using Jamie and Legacy as our broker. She did an excellent and very professional job of helping us pick properties, getting them purchased, and then other challenges such as paperwork necessary for taxes. The investments are performing well and we highly recommend her.

We met Jamie through our real estate agent. We had commercial property and there was the potential of a significant tax on sale. Jamie navigated us, completely new to anything like this, through a 1031 exchange and DST process. It was seamless and easy. She's the Best.

Jamie helped us with a 1031 exchange for one of our income properties. She listen to our needs on the replacement property and found the ideal property and guided us thru the closing process, most important met all the deadlines. After closing Jamie, continues to check in and help soloving any issues that had arised. That's great service!

We are very pleased with the excellent customer service we have received from Legacy Investment. We were new to the 1031 DST investment and Jamie continues to provide us information throughout this process. Thank you so much, Jamie!!

Jamie at Legacy has been wonderful! Knowledgeable, transparent, and communicative, we wish more companies treated customers with such high standards. We have referred a number of people over as a result. This company comes highly recommended.

My wife and I would highly recommend Legacy Investment Real Estate. Jamie Furlong was very professional and helpful guiding us through the DST process. We could not have done it without her expertise.

This was my first time doing a 1031 exchange. Jamie was thorough and reassuring every step of the way, providing concise information about the process and the specific DST options. The process could not have been any smoother.

I highly recommend Legacy Investments. Jamie and team have been a true asset for our family' s generational investment needs.

I find Jaime Furlong and Legacy Investments to be straightforward and clear in their explanations of my investments. Her insight has allowed my wife and I to enjoy our retirement in harmony and comfort.

I have clients who have used the services of Legacy Investments & Real Estate to complete their 1031 exchange into Delaware Statutory Trusts.

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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