Legacy CPA, Inc - Albany, California

Legacy CPA, Inc: A Comprehensive Overview

For individuals and businesses seeking reliable and experienced accounting professionals, Legacy CPA, Inc. presents itself as a noteworthy option. Located at 1035 San Pablo Ave, Albany, CA 94706, United States, this firm offers a range of financial services designed to meet diverse needs. With a dedicated team and a commitment to client satisfaction, Legacy CPA, Inc. strives to be a trusted partner in navigating the complexities of financial management. Their primary focus encompasses accountant services, encompassing bookkeeping, tax preparation, and financial planning. They aim to provide comprehensive support, from daily operational accounting to long-term strategic financial planning.

Phone: 5109629543

Website:

Specialties: Accounting, Accountant, Bookkeeping service, Certified public accountant, Financial planner, Tax preparation service.

Other points of interest: Wheelchair-accessible car park.

Opinions: This company has 0 reviews on Google My Business.

Average opinion: 0/5.

Services Offered by Legacy CPA, Inc.

Legacy CPA, Inc. distinguishes itself by providing a holistic approach to financial services. Their service portfolio is structured to cater to both small businesses and individual clients. Let's examine the key offerings in greater detail:

• Bookkeeping Services: They offer robust bookkeeping services, ensuring accurate record-keeping and efficient financial tracking. This includes accounts payable and receivable management, general ledger maintenance, and reconciliation of bank statements. Their goal is to streamline the bookkeeping process, freeing up clients’ time to focus on core business operations.
• Tax Preparation Services: As a Certified Public Accountant (CPA), Legacy CPA, Inc. provides expert tax preparation services. They stay abreast of the latest tax laws and regulations, ensuring clients comply with all requirements and minimize their tax liabilities. This includes preparing individual income tax returns, business tax returns, and state tax returns.
• Accounting Services: Beyond bookkeeping and tax preparation, they provide comprehensive accounting services. This includes financial statement preparation (balance sheets, income statements, and cash flow statements), budgeting, and forecasting.
• Financial Planning: Recognizing the importance of long-term financial stability, Legacy CPA, Inc. offers financial planning services. They work with clients to develop personalized financial plans that align with their goals, whether it’s retirement planning, investment strategies, or estate planning.

Location and Accessibility

The firm’s physical location at 1035 San Pablo Ave, Albany, CA 94706, provides a convenient point of contact for clients in the Bay Area. The wheelchair-accessible car park is a significant amenity, demonstrating their commitment to inclusivity and accessibility. This feature is particularly valuable for clients with mobility limitations, ensuring they can easily access the office and conduct their business. The office environment is designed to promote a professional and productive atmosphere, fostering strong client relationships.

Current Reputation and Client Feedback

Currently, Legacy CPA, Inc. has a notable lack of client feedback available on Google My Business – a score of 0/5. This is a significant point to consider for potential clients. While the absence of reviews doesn’t necessarily indicate poor service, it does suggest a limited track record of publicly available testimonials. It’s recommended that clients conduct thorough research and seek independent references before engaging their services. The limited online presence could be due to a recent establishment or a conscious decision to focus primarily on direct client relationships. However, prospective clients should prioritize verifying the firm’s credentials and experience through alternative channels such as professional certifications and industry affiliations.

Key Benefits of Choosing Legacy CPA, Inc.

Despite the limited current reviews, Legacy CPA, Inc. presents several potential advantages for clients:

• Experienced Professionals: The firm employs experienced accountants and financial advisors who possess a deep understanding of financial principles and regulations.
• Personalized Service: They emphasize a client-centric approach, tailoring their services to meet individual needs and circumstances.
• Comprehensive Solutions: The broad range of services offered – from bookkeeping to financial planning – allows clients to consolidate their financial management needs under one roof.
• Commitment to Accessibility: The wheelchair-accessible car park demonstrates a commitment to inclusivity and customer convenience.

Recommendations for Potential Clients

For individuals and businesses considering Legacy CPA, Inc., we recommend the following steps:

• Verify Credentials: Confirm the firm’s credentials, including the CPA designation and any relevant certifications.
• Request References: Seek independent references from previous clients to gain firsthand insights into the firm’s service quality.
• Schedule a Consultation: Arrange a consultation to discuss your specific financial needs and assess whether Legacy CPA, Inc. is a suitable fit.
• Research Online: Although reviews are limited, conduct broader online research to identify any news articles or industry recognition the firm may have received.

In conclusion, Legacy CPA, Inc. offers a range of accounting and financial services in Albany, California. While the lack of recent client reviews warrants careful consideration, the firm’s experienced team, comprehensive service offerings, and commitment to accessibility make it a potentially valuable resource for individuals and businesses seeking professional financial guidance. It is crucial for prospective clients to conduct thorough due diligence before engaging their services.