Legacy CPA Information

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Mission Statement: Legacy Financial exists to lead our clients to increased wealth and profits, optimal financial balance and fulfilled life goals. We craft our services to meet the client’s unique needs and drive them to be proactive for their futures.

Website	http://www.legacyfinancialcpas.com/
Revenue	$747000
Employees	6 (0 on RocketReach)
Founded	2012
Address	1322 E Mcandrews Rd Ste 201, Medford, Oregon 97504, US
Phone	(541) 326-0993
Fax	(541) 326-0650
Technologies	Microsoft Outlook , Microsoft Exchange Online , GoDaddy DNS +1 more (view full list)
Industry	Accounting, Accounting & Accounting Services, Business Services
Keywords	Small Business Accounting, Cpa Services, Financial Statements, Tax Preparation, Financial Planning, Wealth Management, Accounting Services, Tax Planning, Estate Planning, Retirement Planning, Business Consulting, Financial Advisory, Investment Management, Tax Resolution, Audit Services, Forensic Accounting, Transaction Advisory, Irs Representation, Bookkeeping Services, Payroll Services
Competitors	Grant Thornton LLP (US), Moss Adams, Plante Moran, EisnerAmper, BDO USA, LLP, Crowe Indonesia, BDO Canada, Smith & Associates Real Estate, Melanson +30 more (view full list)
SIC	SIC Code 872 Companies, SIC Code 87 Companies, SIC Code 73 Companies, SIC Code 8721 Companies
NAICS	NAICS Code 5412 Companies, NAICS Code 54121 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies

Legacy CPA Questions

What is the annual revenue of Legacy CPA?

The Legacy CPA annual revenue was $747000 in 2026.

Where is Legacy CPA based?

Legacy CPA is based in Medford, Oregon.

What is the NAICS code for Legacy CPA?

The NAICS codes for Legacy CPA are [5412, 54121, 541, 54].

What is the SIC code for Legacy CPA?

The SIC codes for Legacy CPA are [872, 87, 73, 8721].

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