Business Details
Trusted Accounting and Tax Consulting Services in Albuquerque
At O2 CPA Consulting Group, we redefine accounting excellence by combining technical expertise with personalized service to empower small businesses and individuals. Founded on decades of experience, our team delivers proactive tax planning, strategic financial consulting, and forensic accounting services tailored to each client's unique goals. Our collaborative approach ensures clients receive forward-thinking solutions that minimize tax liabilities, enhance profitability, and foster long-term financial success. With a focus on innovation and integrity, we serve as trusted advisors to businesses across diverse industries in New Mexico and beyond. Our nationally recognized forensic accounting expertise and litigation support services further distinguish us as leaders in complex financial matters.By prioritizing transparency, accountability, and client education, we build lasting partnerships that drive measurable results. Our commitment to excellence is reflected in our track record of satisfied clients who rely on our expertise year after year. From business valuations to fraud risk management, we provide comprehensive services designed to address both immediate needs and future aspirations. Our team's deep local knowledge and industry-specific insights enable us to deliver actionable strategies that align with each client's vision. Through continuous learning and adaptation, we remain at the forefront of evolving tax regulations and financial practices to serve our clients effectively.
Services
Tax Services
Business Consulting
Litigation Support
Forensic Accounting
Tax Planning
Financial Consulting
Expert Witness Testimony
Fraud Risk Management
Business Valuations
Strategic Business Consulting
Highlights and features
- We offer over 50 years of combined experience in accounting and financial consulting.
- Our team includes nationally recognized forensic accounting experts.
- We provide tailored solutions for small businesses and individuals.
- Our proactive tax planning strategies minimize liabilities year-round.
- We maintain a client-focused partnership approach to financial success.
Associations and certifications
- CPA
- CFF
What people say
Top-notch service
Invaluable guidance
Exemplary work
Flawless execution
Highly recommend
Services
Tax Services
Our comprehensive tax services include preparation, planning, and advisory solutions for individuals and businesses. We focus on minimizing liabilities through proactive strategies while ensuring compliance with evolving regulations. Our expertise spans complex tax issues and long-term financial optimization.
Forensic Accounting
We provide expert forensic accounting services for litigation support, fraud investigations, and business valuations. Our team delivers clear financial insights and court-ready analysis for legal proceedings. Services include expert testimony and damage assessments in complex cases.
Business Consulting
Our business consulting services offer tailored financial guidance for growth, budgeting, and operational efficiency. We help clients develop accountability frameworks and predictive models to achieve financial objectives. Services include merger/acquisition support and profitability analysis.
Litigation Support
We deliver specialized litigation support through financial analysis, expert witness testimony, and case valuation. Our services assist legal teams in bankruptcy cases, shareholder disputes, and damage assessments. We simplify complex financial concepts for judicial understanding.
Fraud Risk Management
Our fraud risk management services identify vulnerabilities and implement preventive controls for businesses. We provide policy development, internal audit support, and investigative services to mitigate financial crime risks while maintaining operational integrity.
People
Bruce F. Malott
Managing Principal
Bruce F. Malott is a CPA and Certified Financial Forensics expert with over 40 years of experience. He founded O2 CPA Consulting Group after leading a $10M firm. Recognized nationally for forensic accounting, he has testified in 100+ legal cases.
Cassandra H. Becker
Principal
Cassandra H. Becker is a CPA with 20+ years of tax and consulting experience. She specializes in real estate, construction, and government contracting industries. A UNM graduate, she provides strategic financial solutions to closely held businesses and individuals.
Lisa Henson
Administrative Principal
Lisa Henson manages daily operations and client relations at O2 CPA. With expertise in accounting and technology systems, she ensures efficient service delivery. Her background includes financial leadership in family-owned businesses and HR management.
Questions
What accounting services do you offer?
We provide tax preparation, forensic accounting, business consulting, litigation support, and fraud risk management services tailored to small businesses and individuals.
How are you different from other accounting firms?
Our boutique approach combines decades of experience with personalized service, including nationally recognized forensic expertise and proactive year-round tax planning strategies.
Which areas do you serve?
We primarily serve clients throughout New Mexico with specialized services available for national litigation support cases.
How can I schedule an appointment?
Please call us at (505) 715-5510 to schedule an appointment, as we require advance coordination for all client meetings.
What credentials do your professionals hold?
Our team includes Certified Public Accountants (CPA) and Certified in Financial Forensics (CFF) professionals with decades of combined industry experience.
