Momentum Tax & Financial LLC

Momentum Tax & Financial LLC Not your granddaddy's accounting firm! Momentum is a different kind of financial firm. We’re proactive, not reactive.

Our job is to take the stress out of your financials and make them work for you!

Six months down. Six months to go.This is your reminder that tax planning isn't just for March and bookkeeping isn't jus...
06/17/2026

Six months down. Six months to go.

This is your reminder that tax planning isn't just for March and bookkeeping isn't just for cleanup season.

Mid-year is one of the best times to take a hard look at your business and ask:

✔️ Are you on track to hit your revenue goals?
✔️ Do you know your current profit margins?
✔️ Is your cash flow supporting your growth?
✔️ Are there tax-saving opportunities you're missing?

Because "busy" and "profitable" aren't always the same thing.

The businesses that finish the year strong aren't scrambling in December—they're making strategic decisions now.

Mid-year is the new tax season.

We spend a lot of time talking to business owners who think it's normal to feel nervous asking questions, wait days or w...
06/05/2026

We spend a lot of time talking to business owners who think it's normal to feel nervous asking questions, wait days or weeks for a response, get answers that somehow create more confusion or even hear from their accountant once a year.

We don't think that's how it should work.

Our philosophy is pretty simple: be knowledgeable, approachable, confidential, and available.

Turns out that's harder to find than it should be.

If you've been considering a change, we currently have openings for new tax and accounting clients.

For the first time in a while, we've got room on the roster.After streamlining our processes and making some big improve...
06/03/2026

For the first time in a while, we've got room on the roster.

After streamlining our processes and making some big improvements behind the scenes, we're officially accepting new tax and accounting clients.

If you've been meaning to get your books cleaned up, find a new accountant, or stop avoiding that financial to-do list, this might be your sign.

Budgeting season can feel overwhelming for nonprofits — especially when fiscal year planning begins. But the best budget...
05/27/2026

Budgeting season can feel overwhelming for nonprofits — especially when fiscal year planning begins. But the best budgets don’t start with numbers. They start with vision, goals, and intentional planning.

We shared a few key reminders for nonprofits preparing for their next fiscal year, including why zero-based budgeting can often lead to stronger financial clarity and sustainability.

Read the full blog for a deeper look into nonprofit budgeting strategy.

…is disappearing until next year.Tax season shouldn’t be the only time you look at your finances.This is where real grow...
05/07/2026

…is disappearing until next year.

Tax season shouldn’t be the only time you look at your finances.

This is where real growth happens:
• Monthly bookkeeping
• Quarterly planning
• Intentional decisions

Reactive business owners survive. Proactive ones scale.

Revolutionary, we know.We put our pricing right on our website so you can:✔ Decide if it’s a fit✔ Plan ahead✔ Skip the a...
05/04/2026

Revolutionary, we know.

We put our pricing right on our website so you can:
✔ Decide if it’s a fit
✔ Plan ahead
✔ Skip the awkward “so… what does this cost?” convo

Transparency just hits different.

No one teaches you how to run the financial side of a business.So you guess.Avoid.Hope it works out.That’s not failure—t...
04/30/2026

No one teaches you how to run the financial side of a business.

So you guess.
Avoid.
Hope it works out.

That’s not failure—that’s lack of support. And there's a big difference.

Professional services 🤝 Real estate 🤝 NonprofitsDifferent worlds. Same need:👉 Clean books👉 Smart strategy👉 No surprises ...
04/27/2026

Professional services 🤝 Real estate 🤝 Nonprofits

Different worlds. Same need:
👉 Clean books
👉 Smart strategy
👉 No surprises from the IRS

Good thing we speak all three fluently.

Not your granddaddy’s firm for a reason.

We see you 👀Waiting until the last minute doesn’t make it go away. It just makes it more stressful.At this point, your b...
04/23/2026

We see you 👀

Waiting until the last minute doesn’t make it go away. It just makes it more stressful.

At this point, your best move is:
• Get your documents together
• Stop avoiding it
• File for an extension

Avoidance costs more than action. Every time.

04/09/2026

Let’s clear up one of the biggest tax myths:

An extension gives you more time to file…NOT more time to pay.

If you owe and don’t pay by the deadline:
• Interest starts
• Penalties stack

Strategy > scrambling.

Address

200 S Mason Street
Fort Collins, CO
80524

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12pm

Telephone

(970) 797-3402

Website

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