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A Guiding Hand for Your Financial Success

Legacy CPA & Financial Services stands beside individuals and entrepreneurs in Greeley, Sterling, and beyond, empowering them to achieve financial clarity and success. Founded in 2010, our firm has honed its expertise in accounting, tax planning, and business consulting, tailoring our services to meet your unique needs.

Meet Our Founder: Steven Hill, CPA

Steven Hill, CPA, brings 24 years of experience to Legacy CPA & Financial Services. Driven by a passion for helping clients navigate the complexities of finance, Steven has helped countless individuals and businesses achieve their financial goals. He holds a BS in Accounting from the University of Northern Colorado and an MS in Accounting from Regis University. Additionally, Steven is a proud member of both the AICPA and the Colorado CPA Society.

Comprehensive Services for Every Need

Our comprehensive suite of services covers every facet of your financial life, including:

For Individuals

  • Personal Financial Planning: Creating a roadmap for reaching your financial goals through budgeting, investment planning, and estate planning.
  • Estate Planning: Ensuring your assets are protected and distributed according to your wishes.
  • Elder Care: Managing the financial aspects of aging, including care planning and retirement income optimization.

For Businesses

  • Small Business Accounting: Streamlining your financial operations through accurate bookkeeping and payroll services.
  • Payroll Services: Managing your payroll accurately and efficiently, ensuring compliance with tax regulations.
  • Virtual CFO Services: Accessing expert guidance on strategic planning, financial analysis, and operational efficiency.

Additional Services

  • Business valuation and succession planning
  • Tax compliance and planning
  • IRS representation
  • Back taxes and tax debt resolution

Client-Focused Approach

At Legacy CPA & Financial Services, we prioritize client communication and transparency. We take the time to understand your unique situation, goals, and concerns. We provide regular updates, clear explanations, and ongoing support every step of the way.

Get Started Today

Partnering with Legacy CPA & Financial Services means access to personalized attention, tailored solutions, and a trusted guide by your side. Contact us today for a complimentary consultation and take the first step towards financial peace of mind.

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