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.
By the numbers, for the numbers. With a combined
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
Years in estate, business & Tax planning
jackie signorelli, CPA
registered representative &
Years Accounting & Finance Experience
Years 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 Lion Street Financial, LLC or Lion Street Advisors, LLC.
Accounting & Bookkeeping
Day to Day Accounting Functions to include:
AR & AP Management
Assessment & implementation of Accounting Processes & Procedures
Sales Tax Administration
Financial Statement Analysis
Budgeting & Forecasting
Key Performance Indicator Scorecard & Benchmarking
Strategic Operational Planning
Accounting Software Implementation
Tax Preparation Advisory
Individual & Business Tax Preparation
Business Succession Tax Planning
Personal Property Tax Administration
Fixed Asset Administration
Business Strategy Planning
Executive Compensation & Benefits Planning
Employee Benefit & Retirement Planning
If we can be of any help, please contact us by email, phone, write us or visit us at our office.