Since 2010, we've been helping individuals and entrepreneurs take charge of their finances with expert accounting, tax, and business services that set you up for success. Our firm serves clients from Greeley to Denver, Boulder, and beyond with the latest accounting technologies and software. Whether you need bookkeeping, tax planning, or virtual CFO services, contact Legacy CPA & Financial Services for personal attention from an experienced, knowledgeable, and affordable CPA.
With 24 years under his belt, Steven Hill, CPA, understands the challenges that small businesses face and how best to handle them. No matter if you're a farmer, photographer, or restauranteur, Steven sits down with you to get to know you and your business, establishing needs and expectations. Steven graduated from the University of Northern Colorado with a BS in Accounting, going on to earn his MS in Accounting from Regis University.
In addition to this, he is a member of the AICPA and Colorado's own COCPA. For individuals and business owners alike, finances can be a stressful and intimidating subject filled with questions you don't know how to answer.
With 24 years under his belt, Steven Hill, CPA, understands the challenges that small businesses face and how best to handle them. No matter if you're a farmer, photographer, or restauranteur, Steven sits down with you to get to know you and your business, establishing needs and expectations. Steven graduated from the University of Northern Colorado with a BS in Accounting, going on to earn his MS in Accounting from Regis University.
In addition to this, he is a member of the AICPA and Colorado's own COCPA. For individuals and business owners alike, finances can be a stressful and intimidating subject filled with questions you don't know how to answer.
Services
Services For Individuals
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You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
Personal Financial Planning
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Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Estate Planning
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Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Elder Care
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As your cherished family member gets older, they may need some help with their day-to-day financial tasks.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Business Services
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As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide several levels of assurance to meet your needs.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide several levels of assurance to meet your needs.
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