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← Back to Top 8 Bookkeepers in the Fort Collins-Loveland Area, CO (2026)Momentum Tax and Financial
Evidence Score 58/100 at 78% evidence coverage 2 of 8 on the Fort Collins-Loveland area list How the score works
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2015
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local
- Software?
- Gusto, Dext
Who they say they serve: real estate, non-profits, professional services (self-reported, from the firm's own website)
4 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes prices; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Momentum Tax and Financial | home page | |
| Website | https://www.momentum.tax/ | home page | |
| Office locality | Fort Collins, CO | home page | |
| Phone | +19707973402 | home page | |
| Offers bookkeeping | Documented: ...FIRM INDUSTRIES WE SERVE Professional Services Real Estate Non-Profits OUR SERVICES Bookkeeping Virtual CFO Tax Planning & Preparation WHY CHOOSE US? Knowledgeable Educated... | home page | |
| Monthly bookkeeping | Documented: ...filed. Forward Accounting Packages For Small & Growing Businesses Foundations Package Monthly reconciliations Monthly financial summary Quarterly financial reports Annual business... | /our-services | 8 pts (max 8) |
| AP / AR | Documented: ...bookkeeping entirely! We can run payroll categorize expenses, invoice clients, manage accounts receivable, optimize accounts payable, oversee employee expenses and reimbursements... | /our-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...week of signing on with them they had my entire business budget, cash flow projections, payroll, taxes all handled and organized. They even found thousands $ in tax savings that my... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...so you can make empowered financial decisions. We’ll provide monthly or quarterly financial statements, with summaries and recommendations to help you see the big picture. Virtual... | /our-services | 6 pts (max 6) |
| Industries served (documented) | real estate, non-profits, professional services | home page | 5 pts (max 5) |
| Software supported | Gusto, Dext | /our-services | 5 pts (max 5) |
| Local / remote model stated | Local | /join-our-team | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$255/month" | /our-services | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...up-to-date, so you can make empowered financial decisions. We’ll provide monthly or quarterly financial statements, with summaries and recommendations to help you see the big... | /our-services | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: Momentum Tax & Financial LLC · CO entity ID 20151706006 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2015-10-30 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists Momentum Tax & Financial LLC (CO entity ID 20151706006), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2015-10-30 as the formation date of a Colorado-formed entity.
Data limitations
- 20 of 22 evidenced items come from Momentum Tax and Financial's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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