Legacy Partners
  • HOME
  • OUR PHILOSOPHY
  • ABOUT US
  • SAMPLE SERVICES
  • FAQs / CLIENT PORTAL
  • MAP AND DIRECTIONS
Legacy Partners
  • HOME
  • OUR PHILOSOPHY
  • ABOUT US
  • SAMPLE SERVICES
  • FAQs / CLIENT PORTAL
  • MAP AND DIRECTIONS

CLIENT PORTAL

When should I contact a CPA?

The one thing that is inevitable in life - is change. CPAs help you navigate the tax aspects of these changes so you can focus on other things. 

What keeps you up at night?

Are you worried about the right things in running your business? What keeps you up at night?  Are you paying too much in tax? Are you adequately protected? We're here to help you consider your options.  

canopy portal

Existing Clients: Please use the secure link below to send us information. If your Canopy username is not set up, please contact us.

CANOPY PORTAL LINK HERE

Legacy Partners CPAs, Inc.

2900 Bristol Street, Suite C-203, Costa Mesa, CA 92626

(714) 540-9900 / fax (714) 540-9600

Copyright © 2026 Legacy Partners - All Rights Reserved.

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