Legacy CPA

Britney Croslow

Nov 7, 2023on

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

Sean Watson

Nov 7, 2022on

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. Negative Responsiveness, Quality, Value

W. B.

Nov 7, 2022on

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

Jacob Breecker

Nov 7, 2022on

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 CPAs can help with x,y,z. They have 1 CPA who just does final reviews. There are many places that are just tax preparers and others that are CPAs--there is a difference--a significant one. How about changing the business name to Legacy Tax Prep.

Steve McClintock

Feb 17, 2022on

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.

Sarah Lawson

Nov 7, 2019on

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!

Brian Morse

Nov 7, 2019on

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!

Bill Bumgardner

Aug 17, 2019on

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.

Bumgardners Landscape Management

Aug 15, 2019on

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!

Kiah S

Mar 23, 2019on

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!