Legacy Accounting and Financial Services, PLLC

Legacy Accounting and Financial Services, PLLC We offer tax, accounting & payroll, Medicare planning, life insurance, annuities, and LTC plans.

Just a heads up: Effective Monday June 1st, we will be changing to our summer office hours Monday through Thursday 9am t...
05/29/2026

Just a heads up: Effective Monday June 1st, we will be changing to our summer office hours Monday through Thursday 9am to 4pm and Fridays 9am to 12pm. (picture because I like it.)

04/17/2026

With the big day come and gone, our office will be closed tomorrow, April 17 to give our staff a much needed and well deserved, long weekend. Take care and thank you to everyone.
-Mgt.

It’s crunch time (and lunchtime). How do you tell your staff that you love and appreciate them? Feed them! (Thank you to...
04/14/2026

It’s crunch time (and lunchtime). How do you tell your staff that you love and appreciate them? Feed them! (Thank you to the client who brought the Voodoo). Yesterday was smoked pizza day. Today steak bites, pork belly, and potato skins. Still to come, chili and taco/fajita bar. All made by our Medicare/insurance guy because the tax people are kind of busy at the moment.
Thank you to our staff who make everything possible and to our clients who make everything necessary.

Thank you to all the veterans out there, past and present. Your service is honored and it is because of you, we have the...
11/11/2025

Thank you to all the veterans out there, past and present. Your service is honored and it is because of you, we have the ability to do what we do in one of the greatest places in human history.
Thank you for your service.

The 2026 Medicare Annual Enrollment Period is upon us. Plan information drops today with the enrollment window opening O...
10/01/2025

The 2026 Medicare Annual Enrollment Period is upon us. Plan information drops today with the enrollment window opening October 15th. Big changes are on the horizon for a lot of beneficiaries. Where you get your advice from matters. If you have questions or need to make changes to your MAPD, PDP, or you just want to learn more about your options, including Medicare Supplement plans, and you live in Oregon or Washington, Mark is here to help. Give our office a call at 360-597-0400 and schedule a no cost, no-obligation appointment.

It’s that time of year.
02/19/2025

It’s that time of year.

02/14/2025

Due to the snow and icy conditions, our offices will be closed today, Feb. 14. Be safe and enjoy your Valentine’s Day (although it looks more like Christmas than Christmas did).

Address

10637 NE Coxley Drive, Suite 106
Vancouver, WA
98662

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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