Legacy CPA & Financial Services is a Colorado CPA firm serving individuals, entrepreneurs, small businesses, and farmers from its Sterling and Greeley presence. The firm provides accounting, bookkeeping, payroll, tax planning, and tax services, with broader support for business owners and independent professionals.

Its service menu includes small business accounting, payroll, virtual CFO services, tax preparation, tax planning, estate planning, personal financial planning, and help with tax problems such as IRS audit representation, back taxes, liens, levies, wage garnishment, and payment plans. The firm also references remote document access through a secure client portal.

Legacy CPA & Financial Services works with tools including QuickBooks, Xero, Accountants World, and Sage 50, and source materials identify CPA, AICPA, and COCPA credentials.