Business Details
16 Years
experience
Your Trusted Colorado CPA Firm
Since 2010, Legacy CPA & Financial Services has been dedicated to empowering individuals and businesses with comprehensive accounting, tax, and financial planning solutions. Our firm combines over 24 years of professional expertise with cutting-edge technology to deliver personalized services tailored to each client's unique needs. We serve clients across Greeley, Denver, Boulder, and surrounding regions, prioritizing transparency, integrity, and long-term financial success. Our founder, Steven Hill, CPA, brings deep industry knowledge from his extensive background in corporate accounting and finance, ensuring clients receive strategic guidance that aligns with evolving regulatory standards. We emphasize proactive tax planning, cash flow management, and business strategy development to help clients achieve their financial goals.Our commitment to continuous education and membership in professional organizations like the AICPA and Colorado Society of CPAs reinforces our dedication to excellence. By offering virtual CFO services, payroll solutions, and IRS representation, we address the full spectrum of financial needs while maintaining a client-centric approach. Our secure document portal and free initial consultations reflect our focus on accessibility and client empowerment. Through strategic partnerships and a deep understanding of local market dynamics, we provide actionable insights that drive business growth and personal financial stability. Our track record of resolving complex tax issues and optimizing financial operations underscores our position as a trusted advisor in the accounting industry.
Services
Tax Preparation
Estate Planning
Small Business Accounting
IRS Audit Representation
Business Valuation
Payroll Services
Virtual CFO Services
Tax Planning
Strategic Business Planning
Cash Flow Management
Details
- Year established: 2010
Highlights and features
- We offer 24 years of combined CPA expertise in tax and business strategy.
- Our virtual CFO services provide scalable financial management solutions.
- We utilize secure client portals for transparent document sharing and collaboration.
- Our free initial consultation helps identify tailored financial strategies.
- We serve clients across Greeley, Denver, and Boulder with local market insights.
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings while maximizing deductions and credits. We handle individual, business, and complex tax scenarios using up-to-date software and CPA expertise. Clients receive clear explanations of their returns and proactive advice for future tax savings.
Business Valuation
We provide objective business valuations for mergers, acquisitions, or succession planning. Our analysis considers market conditions, financial performance, and industry-specific factors to deliver defensible valuation reports for strategic decision-making.
IRS Audit Representation
Our IRS-certified specialists represent clients during audits, ensuring proper documentation and communication. We negotiate on your behalf to resolve issues efficiently while minimizing financial exposure and stress associated with tax examinations.
Virtual CFO Services
Access experienced financial leadership without full-time costs. Our virtual CFO services include financial reporting, budgeting, and strategic planning to support business growth and operational efficiency.
Estate Planning
We develop customized estate plans to protect assets and ensure smooth wealth transfer. Services include trust creation, tax planning, and elder care strategies to address both legal and financial aspects of estate management.
People
Steven Hill
CPA & Founder
With 24 years of accounting experience, Steven Hill specializes in strategic business planning and tax optimization. A University of Northern Colorado graduate, he combines corporate finance expertise with personalized service as a trusted advisor.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and virtual CFO services tailored to small business needs.
How can you help with IRS tax problems?
Our team specializes in IRS audit representation, payment plans, lien/levy resolution, and tax debt negotiation.
Do you offer estate planning services?
Yes, we provide comprehensive estate planning including wills, trusts, and tax-efficient wealth transfer strategies.
What sets your firm apart from other CPAs?
Our combination of corporate finance experience, personalized service, and technology-driven solutions creates unique client value.
Are consultations really free?
Yes, we offer complimentary initial consultations to discuss your specific financial situation and needs.
