ABOUT US
Legacy CPAs & Tax Advisory specializes in a variety of accounting services with outstanding support to help you navigate your business.
We understand how busy you are, and with our expertise we can take care of your accounting needs quickly and effectively so you can focus on the bigger picture and what you do best, leaving you to worry less and live more.
OUR TEAM
By the numbers, for the numbers. With a combined
49
Years experience in Accounting & Finance, our team has the knowledge, experience and dedication to handle all of your accounting needs.
kevin forbush, esq., cpa
investment advisor representative
& Founding Member
25
Years in estate, business & Tax planning
jackie signorelli, CPA
registered representative &
Founding Member
24
Years Accounting & Finance Experience
*Kevin Forbush and Jackie Signorelli are actively licensed CPAs and provide tax services through Legacy CPAs & Tax Advisory, LLC, and Kevin Forbush is an actively licensed attorney and provides legal services through Forbush Legal, PLLC, both of which are unaffiliated with, and separate from, the services offered through IHT Wealth Management, Contella & CO. Inc, or Lion Street Financial, LLC
OUR SERVICES
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Accounting & Bookkeeping
Day to Day Accounting Functions to include:
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Cash Management
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AR & AP Management
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Assessment & implementation of Accounting Processes & Procedures
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Payroll Administration
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Sales Tax Administration
CFO Services
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Financial Modeling
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Financial Statement Analysis
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Budgeting & Forecasting
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Key Performance Indicator Scorecard & Benchmarking
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Strategic Operational Planning
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Accounting Software Implementation
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Audit Preparation
Tax Preparation Advisory
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Individual & Business Tax Preparation
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Tax Planning
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Business Succession Tax Planning
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Personal Property Tax Administration
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Fixed Asset Administration
Business Strategy Planning
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Business Valuation
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Executive Compensation & Benefits Planning
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Risk Advisory
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Succession Planning
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Employee Benefit & Retirement Planning
Serving the Front Range
with Representatives in
Colorado Springs, Colorado
Fort Collins, Colorado
As well as remote service capabilities!
Get In Touch
Working Hours
Monday - Friday
8am - 5pm
CONTACT US
If we can be of any help, please contact us by email, phone, write us or visit us at our office.