Business Details
16 Years
experience
Your Trusted Partner for Accounting Solutions in Greeley
Legacy CPA & Financial Services has been empowering individuals and entrepreneurs with expert accounting, tax, and business solutions since 2010. Our firm combines cutting-edge technology with personalized service to deliver actionable financial strategies tailored to each client's unique needs. With over 24 years of hands-on experience, our CPA, Steven Hill, provides strategic guidance to small businesses across diverse industries, from startups to established enterprises. We prioritize transparency, ethical practices, and long-term client relationships, ensuring compliance while maximizing financial opportunities. Our virtual CFO services and cloud-based accounting tools offer scalable solutions for businesses seeking operational efficiency.Headquartered in Greeley, Colorado, we serve clients throughout Denver, Boulder, and beyond. Our commitment to continuous education keeps us at the forefront of evolving tax regulations and accounting standards. We differentiate ourselves through industry-specific expertise, cost-effective service models, and a proactive approach to financial management. Our team's deep local market knowledge enables us to address regional business challenges effectively. By maintaining membership in professional organizations like AICPA and COCPA, we uphold the highest industry standards while delivering measurable value to our clients.
Services
Tax Preparation
Small Business Accounting
Virtual CFO Services
IRS Audit Representation
Business Valuation
Payroll Services
Tax Planning
Cash Flow Management
Estate Planning
Strategic Business Planning
Details
- Year established: 2010
Highlights and features
- We offer 24 years of specialized accounting expertise for diverse industries
- Our virtual CFO services provide enterprise-level financial management at small business costs
- We utilize cloud-based accounting platforms like QuickBooks and Xero for real-time financial insights
- Our team maintains active CPA licensure and professional affiliations with AICPA and COCPA
- We serve businesses across Northern Colorado with localized market knowledge
Associations and certifications
- AICPA
- Colorado Society of CPAs
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing while maximizing deductions and credits. We specialize in individual and business tax returns, utilizing the latest software to streamline the process. Our proactive approach identifies tax-saving opportunities while maintaining full IRS compliance, providing clients with confidence and financial security.
Small Business Accounting
We deliver comprehensive accounting solutions tailored to small businesses, including bookkeeping, financial reporting, and payroll management. Our cloud-based systems provide real-time financial insights while reducing operational costs. With industry-specific expertise, we help businesses maintain accurate records and make informed financial decisions that drive growth and sustainability.
Virtual CFO Services
Our virtual CFO service offers strategic financial leadership without full-time executive costs. We provide cash flow analysis, budgeting, and business strategy development through secure cloud platforms. This service helps growing businesses access expert financial guidance while maintaining operational flexibility and cost efficiency.
IRS Audit Representation
We provide expert IRS audit representation to protect clients' interests during tax examinations. Our proactive approach minimizes exposure while handling all communication with tax authorities. With deep knowledge of tax code and audit procedures, we ensure proper documentation and representation to achieve favorable outcomes while reducing client stress.
Business Valuation
Our business valuation service delivers accurate, defensible assessments for mergers, acquisitions, and succession planning. We analyze financial performance, market position, and growth potential to determine fair market value. This critical service helps business owners make informed decisions about their company's future and strategic direction.
People
Steven Hill
CPA
Steven Hill is a Colorado-licensed CPA with 24 years of accounting experience. Raised on a family farm, he earned his BS in Accounting from University of Northern Colorado and MS in Accounting from Regis University. He specializes in small business financial strategy and tax planning.
Questions
What accounting software do you work with?
We support major platforms including QuickBooks Online, Xero, Accountants World, and Sage 50, providing training and implementation assistance.
Do you offer virtual accounting services?
Yes, we provide secure virtual CFO services and cloud-based accounting solutions accessible through our client portal from any location.
How can you help with IRS audit issues?
We handle all aspects of IRS audit representation, from documentation preparation to direct communication with tax authorities, minimizing client involvement.
What areas do you serve?
We serve businesses throughout Colorado including Greeley, Denver, Boulder, Windsor, Longmont, and Sterling areas.
Do you offer free consultations?
Yes, we provide free initial consultations for all our core services including tax planning, accounting, and business advisory solutions.
What industries do you specialize in?
We work with diverse industries including agriculture, hospitality, professional services, and small manufacturing businesses across Northern Colorado.
