Delagify Financial

Accountant (show on map)

Marketing agency. Content appears heavily SEO-formatted with marketing speak and limited substantive business information in the crawled text.

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About

Delagify Financial is a fee-for-service financial planning and tax firm listed as an Accountant, located in Arvada, Colorado. It offers individual and business tax preparation, comprehensive financial planning, and objective second-opinion reviews of plans created by other professionals.

The firm also provides ongoing tax support and advisory services; contact it directly to confirm current offerings.

Fee-for-service model with no asset-based fees

Registered Investment Advisor in Colorado

Specialized equity compensation tax expertise

Second Look Services for third-party financial plan review

VITA Program direction at Metropolitan State University of Denver

Services

Digital Marketing Services

Marketing services as described on delagify.com.

Frequently Asked Questions

What types of equity compensation does Delagify handle? +

Delagify specializes in tax services for equity compensation including Employee Stock Ownership Plans (ESOP), Incentive Stock Options (ISO), Non-qualified Stock Options (NSO), Restricted Stock Units (RSU), and Employee Stock Purchase Plans (ESPP).

What is the Second Look Service offered by Delagify Financial? +

The Second Look Service objectively assesses financial plans created by third parties, evaluating compliance with standard practices, conflicts of interest, and the background of the firm and financial advisor.

Where is Delagify Financial located and who does it serve? +

Delagify Financial is based in Denver, Colorado with satellite offices in Arvada, Colorado. The firm works with clients across the state and the nation using remote meetings.

What are the credentials held by Delagify Financial's professionals? +

Robert Persichitte holds Certified Public Accountant, Certified Fraud Examiner, and Certified Financial Planner credentials. David Campos holds an IRS Enrolled Agent credential.