Business Details
7 Years
experience
Trusted Accounting and Tax Services in Santa Fe, NM
With extensive experience in public and private accounting, we are certified public accountants dedicated to providing comprehensive tax services, ongoing accounting support, and strategic financial guidance. Our expertise spans individual and small business tax preparation, IRS representation, and advisory services that empower clients to understand and leverage their financial data. We prioritize personalized service, utilizing our deep knowledge of accounting software like QuickBooks to streamline financial operations and ensure compliance. Our commitment to excellence is reflected in our educational backgrounds, including advanced degrees from the University of New Mexico and the University of Iowa, and our dedication to staying current with evolving tax regulations.We serve clients virtually, offering flexible solutions tailored to the unique needs of individuals, solopreneurs, and nonprofit organizations. Transparency, confidentiality, and client trust form the foundation of our practice, ensuring that every interaction maintains the highest ethical standards. By combining technical proficiency with a client-centric approach, we help businesses and individuals achieve financial clarity and long-term success.
Services
Tax Preparation
Accounting & Bookkeeping
Advisory Services
IRS Representation
QuickBooks Support
Details
- Year established: 2019
Highlights and features
- We are licensed CPAs with advanced degrees in accounting and finance.
- Our team offers IRS representation and deep expertise in tax compliance.
- We provide tailored financial advisory services to guide business decisions.
- We utilize QuickBooks and other software to streamline accounting processes.
- Our virtual services ensure flexibility and accessibility for all clients.
Associations and certifications
- CPA Licensed
Services
Tax Preparation
We prepare individual, small business, and nonprofit tax returns with precision and compliance. Our CPA-led team ensures accurate deductions, timely submissions, and IRS representation when needed. Clients benefit from stress-free tax seasons and confidence in regulatory compliance.
Accounting & Bookkeeping
Our services include system setup, cleanup, and ongoing bookkeeping using QuickBooks and other platforms. We ensure accurate financial tracking, real-time reporting, and streamlined processes to support informed business decisions and operational efficiency.
Advisory Services
We analyze financial statements to provide actionable insights on cash flow, profitability, and growth strategies. Our advisory services help businesses optimize operations, improve margins, and achieve long-term financial objectives through data-driven recommendations.
People
Claire S. Riebsomer
CPA
Licensed CPA in New Mexico with a Master's in Accounting from the University of New Mexico. Specializes in tax compliance and advisory services for small businesses and nonprofits.
Jamie K. Haffey
CPA
Certified Public Accountant licensed in New Mexico, holding a Master's in Accounting from the University of New Mexico. Focuses on financial strategy and IRS representation for business clients.
Questions
Why do I need an accountant?
An accountant ensures accurate financial records and provides strategic insights to help you make informed business decisions and plan for long-term success.
When should I hire an accountant?
Engage an accountant early to establish proper financial systems, tax structures, and profit strategies as you launch or grow your business.
Can I do my own taxes?
While possible, professional tax preparation ensures compliance, maximizes deductions, and saves time, allowing you to focus on your business operations.
What financing options do you help with?
We provide impartial advice on capital strategies and prepare documentation required for bank loans or other financing opportunities.
How do I choose the right accountant?
Select an accountant who communicates clearly, understands your industry, and demonstrates expertise through certifications like CPA licensure.
