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Tax Preparation
Tax or Bookkeeping Consultation
Medicare Consultation
Get friendly, professional help to simplify your tax preparation and keep your finances on track all year long.
Medicare Consultation
Tax or Bookkeeping Consultation
Medicare Consultation
Sit down with a local expert who takes the time to explain your choices and help you make confident, informed decisions.
Tax or Bookkeeping Consultation
Tax or Bookkeeping Consultation
Tax or Bookkeeping Consultation
Enjoy clear, reliable bookkeeping service that simplifies your records, steadies your cash flow, and gives you confidence in your finances.
New Moments. New Questions. Get Trusted Guidance.
No obligation conversations—just clear guidance for new moments.
Life doesn’t stand still—and neither do your questions. Whether it’s a recent change to Medicare coverage, a move, a change in finances, or turning 65 and all the wonderful options at that milestone, our local experts are here to talk through your options with clear, no-pressure guidance.
The Legacy Team
Cindy Ashby
Trusted Tax Expertise
With over 20 years of experience in tax preparation, Cindy provides clarity and confidence for individuals and families navigating their financial responsibilities. Licensed in Medicare and under 65 health coverage products as well, she offers year-round support with compassion and plain language explanations and personalized strategies.
Adam Ashby
Clarity in Medicare Decisions
With extensive experience in insurance, Adam helps clients navigate Medicare with clarity and compassion. Partnering with multiple carriers, he has the expertise to help you find the plan tailored to your individual needs.
Larry and Kayla Bowers
Financial Planning for Peace of Mind
With more than 25 years of experience at the same location, Larry and Kayla bring trusted guidance in annuities and retirement planning. They combine expertise with a personal approach to help protect your legacy and give you peace of mind while building long term relationships.
Practical Guidance. Compassionate Support. Year-Round
Medicare, Tax Preparation, Bookkeeping, Travel Insurance
