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Are you looking for a firm large enough to offer a full array of accounting, taxation, and consulting services, but small enough to know you on a personal level? Then look no further. We started years ago as a small operation, and have grown today to include many CPAs, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, estate and trust, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm, while maintaining a personal touch.

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  • Taxes. Security. Together.

    Thursday, 14 January 2016

    The IRS, the states and the tax industry are committed to protecting you from identity theft. We’ve strengthened our partnership to fight a common enemy – the criminals – and to devote ourselves to a common goal – serving you. Working together, we’ve made many changes to combat identity theft, and we are making progress. However, cybercriminals are constantly evolving, and so must we. The IRS is working hand-in-hand with your state revenue officials, your tax software provider and your tax...

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  • 2015 NM Society of CPAs Pride in the Profession annual meeting & luncheon

    Friday, 6 November 2015

            Laughter, applause, and even some tears filled the room at the Sheraton Albuquerque Uptown earlier this month during the annual Pride in the Profession awards luncheon. The program began with the recognition of the scholarship award recipients. Due to generous contributions from firms, members and sponsors, the Society awarded $26,800 to 12 accounting students from the University of New Mexico and New Mexico State University. The awards included a one-time memorial scholarship in honor of...

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  • 401K Flyer

    Friday, 6 November 2015

    Question: What is a 401k plan Third Party Administrator? Answer: A Third Party Administrator (or TPA) is an organization that is hired by the 401k plan sponsor (YOU, the company sponsoring the Plan) to run many day-to-day aspects of your retirement plans. These include, but are not limited to: Monitoring eligibility (who is eligible & when?) Verifying contributions to the Plan arewithin legal limits Helping you interpret your Plan (answer questions about whether certain transactions are...

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  • IRS is calling… or is it a scam?

    Wednesday, 28 October 2015

    Our clients are reporting an increasing frequency of phone calls from scammers claiming to be IRS.  Here are some helpful tips to protect yourself. The IRS will not: Call you to demand immediate payment. The IRS will not call you if you owe taxes without first sending you a bill in the mail. Demand that you pay taxes and not allow you to question or appeal the amount you owe. Require that you pay your taxes a certain way. For instance, require that you pay with a prepaid debit card. Ask for...

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