Elaine Morton
Co-Founder & CPA
Elaine leads product accuracy and tax logic, translating dense compliance into calm, usable tools for people who need clarity fast.
Fun fact: she still sketches every tax flow by hand first.
Indianapolis, Indiana
We believe independent work is the future.
Legacy Finance started on Swanson Drive with a simple frustration: freelancers were forced to juggle clumsy software, confusing tax rules, and pricing plans built for larger firms. Why should that be the norm?
20+ years
Combined CPA experience, brought home.
30,000+ users
Independent earners using the tools.
Bootstrapped
No VC pressure. No hidden agenda.
Our story
We left Big Four CPA firms to serve the people who needed us most. A coffee shop on Swanson Drive became our first office, our first whiteboard, and our first promise. What if accounting software actually felt human?
Enterprise-grade tools shouldn’t come with enterprise pricing, or enterprise indifference.
That belief shaped every invoice template, tax estimate, and plan comparison we built. We wanted something sharper than generic finance software and kinder than the industry expected.
Legacy Finance is still rooted in Indianapolis, still speaking directly with users, and still refining the experience with the same care we brought to our first prototype.
From frustration to 30,000 users
The path wasn’t linear. It was honest, scrappy, and built around real questions from real people. How do we make tax season calmer? How do we make invoices feel effortless?
2019
Founders left Big Four life to prototype a freelance invoice tool. It was tiny, fast, and stubbornly focused on one job: help people get paid without friction.
2021
We launched the tax calculator after hearing more than 2,000 freelancer tax horror stories. Could planning be clearer than fear? It had to be.
2023
We expanded into tools for real estate agents, gig drivers, and craft sellers, because independent work doesn’t come in one shape.
2024
Legacy Finance crossed 30,000 active users and became B Corp pending, keeping our mission tied to measurable impact, not vanity metrics.
The humans behind the numbers
Behind every calculation sits a person who still answers messages, reviews edge cases, and cares about the details. That’s the real advantage, isn’t it?
Miles Hart
Lead Designer
Miles shapes the editorial feel, balancing elegant typography with practical interfaces that don’t overwhelm people on a deadline.
Fun fact: he has a colour swatch named after every launch week.
Sabrina Cole
Head of Support
Sabrina and the support team sit on Swanson Drive, answering every message ourselves. Try us. We read what you send.
Fun fact: she spots duplicate billing issues in seconds.
What we stand for
Our mission stays simple: build US personal finance tools that respect people’s time, money, and privacy. Who benefits when software feels opaque?
Transparency
No hidden fees. No data selling. No surprise terms hiding behind friendly wording.
Accessibility
Free tier forever, inclusive design, and interfaces that work for more people from day one.
Community
We donate 1% of revenue to financial literacy programmes that help people build steadier futures.
Precision
Every calculation is double-checked by CPAs, because the numbers should hold up under pressure.
A message from our founders
We built Legacy because we believe that when independent workers thrive, communities thrive. Simple idea. Serious work.
Be part of 30,000+ independent earners taking control.
Explore the tools, meet the team, and see why Legacy Finance has become a trusted Indianapolis accounting company for people who want practical answers, not noise.
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