Business Details
16 Years
experience
Your Trusted Partner for Accounting and Tax Services in Greeley, CO
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 attention to deliver tailored financial strategies across Greeley, Denver, Boulder, and surrounding regions. With over 24 years of hands-on experience, our CPA Steven Hill brings deep industry knowledge from diverse sectors, including agriculture, hospitality, and professional services. We prioritize understanding each client's unique story to create actionable plans that align with their goals, whether launching a startup or navigating complex tax challenges. Our commitment to excellence is reflected in our memberships with the American Institute of CPAs and Colorado Society of CPAs, ensuring clients receive technically sound and ethically grounded advice.We streamline financial processes through cloud-based platforms like QuickBooks and Xero, offering real-time insights while maintaining rigorous compliance standards. Our virtual CFO services provide strategic oversight without the overhead of a full-time executive, and our IRS audit representation safeguards clients during high-stakes tax examinations. By focusing on long-term relationships rather than transactional interactions, we aim to become an extension of every client's success team.
Services
Small Business Accounting
Tax Preparation
Virtual CFO Services
Business Valuation
IRS Audit Representation
Payroll Services
Cash Flow Management
Strategic Business Planning
Succession Planning
New Business Formation
Details
- Year established: 2010
Highlights and features
- We have over 24 years of hands-on accounting experience across diverse industries
- Our CPA holds advanced degrees from University of Northern Colorado and Regis University
- We utilize cloud-based accounting platforms for real-time financial insights
- Virtual CFO services deliver executive-level strategy at fractional costs
- Proven success in complex IRS audit representation and tax resolution
Associations and certifications
- American Institute of Certified Public Accountants
- Colorado Society of CPAs
Services
Small Business Accounting
Our Small Business Accounting service provides comprehensive financial record-keeping and reporting tailored to Greeley-area enterprises. We implement cloud-based systems like QuickBooks and Xero to ensure real-time visibility into your financial health while maintaining strict compliance with regulatory requirements. Our approach combines automated efficiency with expert human oversight to catch discrepancies and optimize cash flow management for growing companies.
Tax Preparation
Legacy CPA's Tax Preparation service delivers accurate, compliant filings for individuals and businesses across Northern Colorado. We leverage deep knowledge of evolving tax codes to maximize deductions while minimizing liabilities, using specialized software to ensure error-free submissions. Our proactive approach identifies potential issues before they arise, providing clients with confidence during tax season and throughout the year.
Virtual CFO Services
Our Virtual CFO Services offer strategic financial leadership without full-time executive costs. We provide cash flow analysis, budget forecasting, and growth planning through secure cloud platforms, giving business owners actionable insights from anywhere. This service extends beyond basic accounting to deliver executive-level strategy tailored to each client's unique operational needs and long-term objectives.
Business Valuation
Legacy CPA's Business Valuation service delivers defensible, data-driven assessments for mergers, acquisitions, and succession planning. We analyze financial statements, market conditions, and operational metrics to determine accurate business worth, supporting clients during transitions or financing negotiations. Our methodology combines industry standards with customized adjustments for unique business characteristics.
IRS Audit Representation
Our IRS Audit Representation service protects clients during tax examinations with professional advocacy and documentation management. We handle all communication with tax authorities, leveraging our CPA expertise to resolve discrepancies efficiently while minimizing financial exposure. This service ensures compliance while safeguarding clients' interests throughout the audit process.
People
Steven Hill
CPA & Founder
Steven Hill, CPA, brings 24 years of accounting experience to Legacy CPA & Financial Services. A University of Northern Colorado graduate with advanced studies at Regis University, he specializes in strategic business planning and tax resolution. His agricultural background informs practical financial advice for diverse industries.
Questions
What accounting software platforms do you support?
We work with QuickBooks Online, Xero, Accountants World, and Sage 50, providing training and implementation support for seamless integration with your business operations.
Can you help with IRS tax debt issues?
Yes, we offer comprehensive IRS solutions including audit representation, payment plans, and tax lien/levy relief through proven resolution strategies.
Do you serve businesses outside Greeley?
We serve clients throughout Colorado including Denver, Boulder, and Sterling through secure virtual platforms while maintaining personalized service.
What sets your firm apart from other accountants?
Our combination of corporate finance experience, technology-driven processes, and personalized approach creates unique value for clients seeking strategic financial partnerships.
How do you ensure client data security?
We use encrypted client portals and industry-standard security protocols to protect sensitive financial information during transmission and storage.
