Legacy CPA, LLC is a full-service CPA firm licensed in CO. Our offices are located in Golden, CO and Colorado Springs, CO to assist our clients throughout the front range and eastern plains.
Meet Our Staff:
Jason T. Schneider, Managing Member
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.
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.
Kate Vallee graduated from Syracuse University and recently moved to Colorado from NYC. She has provided administrative support to a number of corporate offices including Brookfield, Tishman Speyer, Rockefeller University, and TECHXNY. Kate assists in office operations, and overall administrative support.
Heidi Wunsch is from upstate NY and has a BA from Cornell University and an MA from the Hebrew University of Jerusalem. After living in Jerusalem for three years Heidi moved to Colorado and loves it so much she never wants to leave. Heidi worked for a non-profit before moving to Colorado, and for the past five years has helped manage the bookkeeping and HR needs of our law firm clients.