Legacy Accounting and Financial Services, PLLC

5(4 reviews)Vancouver, Washington

Closed ⋅ Opens 9 am
9 am–5 pm
Temporarily closed
Closed on Saturday, Sunday

We offer a variety of accounting services for individuals and businesses including tax services, bookkeeping, and payroll. Walk-ins are welcome. No appointment needed to drop off your tax information or pick up completed returns. We also have a licensed independent life insurance broker in-house contracted with multiple carriers, who can help you with various financial and retirement planning needs, including Medicare plans, LTC coverage, term and permanent life insurance, annuities, and disability income protection, (think paycheck insurance and/or business expense coverage).

Services

Accountant

From the Business

Identifies as women-owned

Service Options

On-site services
Online appointments

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet

Business Hours

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Find Us on Google Maps

10637 NE Coxley Dr Suite 106, Vancouver, WA 98662, United States

Customer Reviews

Reviews

5(4 reviews)

Leslie

Jun 24, 2024on

We've used Legacy for the last two years and wish I had found them sooner. Professional, knowledgeable and fast. We have rental properties and have sold some recently. Legacy did a great job handling our returns and their fees are extremely reasonable. Highly recommend.

Blane Hartleb

Nov 24, 2023on

I have been using Legacy for years. Tami is incredible. Honest, reliable and gets things done.

scott wilson

Jun 8, 2021on

The staff at Legacy Accounting are experts at what they do. They are knowledgeable, proactive, very accommodating and a pleasure to work with! I would highly recommended Legacy Accounting to any business or individual looking for a personable, excellent team to assist in their financial service needs!

Candance

Mar 2, 2020on

Tami has done my taxes for years. She’s wonderful, she’s never too busy to answer my questions. She returns my calls very quickly. She educates me every year of what I can and can’t do. I feel very fortunate to have her on my side taking care of all my tax needs.