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Momentum Tax & Financial LLC

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Fort Collins, CO
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!

09/04/2026

Real estate income isn't always predictable.

One quarter is quiet. The next is 🔥. A property sells. Commissions jump. Rental income changes.

Great for business.
But if your income changes and your tax plan doesn't? That's when April can get a little... uncomfortable.

September 15 is the Q3 estimated tax deadline, which makes NOW a great time for real estate professionals and investors to look at where the year is actually headed.
More income shouldn't automatically mean more tax surprises.

That's what planning is for. Oh, and Momentum Tax.

09/02/2026

Consider this your sign to stop putting it off. 👀

If your current accountant isn’t cutting it, or you know you’ll need more support heading into next year, tax season is NOT the time to start shopping around.

Timing matters. And a little planning now can save you from a whole lot of scrambling later.

We broke down when to start looking for an accountant, why it matters, and what to consider before making the switch.

The full scoop is on the blog here: https://www.momentum.tax/blog/when-to-hire-an-accountant/

08/25/2026

Apparently, seeing Moose once a year at tax time is simply not enough.

We’ve heard your complaints. We’ve taken them very seriously.

So in honor of our favorite four-legged employee turning THREE, we’re throwing her a little birthday open house! 🎉

Stop by the Momentum office, say hi, give the birthday girl some love, and enjoy a visit with absolutely zero requirement to think about your tax return.

No tax documents. No financial statements. No April 15th stress.

Just Moose... as it should be.

Check out the details on the second slide and come help us celebrate our girl! 🐾

08/17/2026

September 15 is officially on our radar. Is it on yours?

Q3 estimated tax payments are due. Extended S-Corp and partnership returns are due. And even if neither applies to you, we're getting dangerously close to Q4.

Translation: Now is a really good time to know where your business stands.
Over the next few weeks, we're breaking down the numbers, deadlines and decisions business owners should be thinking about BEFORE year-end.

Because “I'll deal with it at tax time” isn't exactly our favorite business strategy. 😉

08/14/2026

There's a big difference between getting to the end of the year... and actually being ready for it.

By this point in 2026, you should have a pretty clear picture of where your business stands, what's coming next and what decisions need to be made before December 31.

If you don't? That's your sign to start looking.

Know your numbers.
Meet your deadlines.
Make a plan before year-end.

You've still got time. Let's use it.

08/11/2026

Your 2026 tax return might not be filed until next year.

But the story it tells? You're writing that right now.

The income you're earning.
The expenses you're making.
The way you're managing cash.
The tax payments you're making (or not making 👀).
The decisions you're putting off until “later.”

We're officially entering the part of the year where looking at your numbers matters even more.

Know where you stand.
Know what's coming.
And make a plan while there's still plenty of year left to do something about it.

Because good tax strategy doesn't start at tax time.

08/05/2026

Think a CFO is only for Fortune 500 companies? Think again.

Having someone in your corner who understands your numbers shouldn't be a luxury; it should be part of your growth strategy.

From cash flow and pricing to profitability and planning for what's next, our Virtual CFO services help you make confident business decisions without adding a six-figure salary to payroll.

Because "winging it" isn't exactly a financial strategy.

07/29/2026

Everyone scrambles in December looking for a last-minute tax miracle.

The problem? Most of the best tax-saving opportunities happen before the year is over.

A little planning now can make a big difference later. Your future self (and your accountant) will thank you.

📅 Don't wait until December to start thinking about your tax bill.

07/03/2026

This Fourth of July, declare independence from chaotic spreadsheets. 🇺🇸

Messy books don't just create stress...they can cost you time, money, and opportunities to grow your business.

Freedom looks a lot like accurate financials.

07/01/2026

We're officially halfway through the year, which means it's the perfect time for a little bookkeeping reality check.

A mid-year cleanup can help you catch mistakes, clean up messy records, identify unnecessary expenses, and make tax season a whole lot less stressful.

Future you (and your accountant) will thank you.

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

http://www.momentum.tax/

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