Our Team

Jason T. Schneider, Managing Member

CPA, CGMA

Jason's experience and background in public accounting, strategic planning, business management and administration sets him apart from other consultants and advisors. Jason specializes in coordinating and consulting with businesses, their owners, individuals and families in building, maintaining and transitioning wealth within the family unit. Jason also provides a variety of services such as business and personal income tax planning and consulting, compliance (tax return preparation) as well as financial reporting and business analysis. He uses his experience in tax planning and developing financial accounting strategies to help his clients achieve their personal and professional goals. Jason established this firm in order to meet demand from business owners and individuals who seek competent professional advice and to build strong relationships with clients.

Jason@mylegacycpa.com

Patrice M. Gross

Patti has been providing complete business services to small business owners and professionals for over 20 years. Her extensive legal background provides her with the experience necessary to be a full time outsourced business administrator and financial manager allowing business owners and professionals to focus their efforts on using their professional skills instead of maintaining business operations and human resources. Patti's emphasis has been helping professional business's and individual clients with a wide range of consulting, planning, accounting, and QuickBooks issues.

Patti@mylegacycpa.com