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.

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OUR TEAM

By the numbers, for the numbers.  With a combined

90

Years experience in Accounting & Finance, our team has the knowledge, experience and dedication to handle all of your accounting needs. 

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kevin forbush, esq, cpa

investment advisor representative

& Founding Member

24 

Years in estate, business & Tax planning

jackie signorelli, CPA

registered representative &

Founding Member

23

Years Accounting & Finance Experience

angie alvarado

accountant

19

Years Finance Experience

phillip cooley, mba

accountant

25

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 Lion Street Financial, LLC or Lion Street Advisors, LLC. 

OUR SERVICES

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Accounting & Bookkeeping

Day to Day Accounting Functions to include:

  • Cash Management

  • AR & AP Management

  • Assessment & implementation of Accounting Processes & Procedures

  • Payroll Administration 

  • Sales Tax Administration

CFO Services

  • Financial Modeling

  • Financial Statement Analysis

  • Budgeting & Forecasting

  • Key Performance Indicator Scorecard & Benchmarking

  • Strategic Operational Planning

  • Accounting Software Implementation

  • Audit Preparation

Tax Preparation Advisory

  • Individual & Business Tax Preparation

  • Tax Planning

  • Business Succession Tax Planning

  • Personal Property Tax Administration

  • Fixed Asset Administration

Business Strategy Planning

  • Business Valuation

  • Executive Compensation & Benefits Planning

  • Risk Advisory

  • Succession Planning

  • Employee Benefit & Retirement Planning

Serving the Front Range

with Representatives in

Colorado Springs, Colorado

Fort Collins, Colorado

& Austin, Texas

As well as remote service capabilities!

Get In Touch

Colorado Springs: 719-444-1007

Fort Collins: 970-414-0880

Austin:  970-422-0847

legacy@legacyplngrp.com

Working Hours

Monday - Friday

9am - 5pm

CONTACT US

If we can be of any help, please contact us by email, phone, write us or visit us at our office.

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“Legacy Planning Group, LLC is proud to be a Firm of Lion Street, Inc.,  a national network of fiercely independent financial advisors.”

© 2020 by Legacy Planning Group

CONTACT US

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287 EAST FOUNTAIN BOULEVARD, SUITE 100

 

COLORADO SPRINGS | COLORADO 80903

COLORADO SPRINGS OFFICE | 719.444.1007

FORT COLLINS OFFICE | 970.414.0880

LEGACY@LEGACYPLNGRP.COM

 EAST 

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC.  Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC.  Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products

and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.