Business Details
Your Trusted Rio Rancho Accounting Partner for Tax & Financial Services
Founded in 2000, our firm has served clients across diverse industries as trusted advisors in tax compliance, financial reporting, and construction industry accounting. With certified professionals holding membership in prestigious organizations like AICPA and CFMA, we combine extensive experience with personalized service to meet individual and business needs. Our expertise spans tax planning, audit preparation, payroll processing, and IRS representation with a focus on transparency and client education.Recognized through multiple industry awards including Rio Rancho Observer Reader's Choice for Top Accounting Firm, we maintain strong commitments to local community engagement and professional development through continuing education initiatives. Our technology-driven approach incorporates secure electronic filing systems and customized financial statement analysis tools to streamline client interactions while maintaining rigorous attention to regulatory compliance standards.
Services
Tax Planning & Advisory
Business Tax Compliance
IRS Representation Services
Financial Statement Audits
Payroll Processing
Construction Industry Accounting
Accounting System Setup
Not-for-Profit Tax Services
Highlights and features
- We offer 16 years of public accounting experience with specialized construction industry financial expertise
- Our CPA maintains active memberships in four major professional accounting organizations
- We provide free electronic filing for federal and state tax returns
- Our founder received 'Outstanding New Member' award from NM Society of CPAs in 2000
- We combine global firm knowledge with personalized local service approach
Services
Tax Planning & Advisory
We provide comprehensive tax planning and advisory services for individuals and businesses. Our certified professionals specialize in tax accounting method changes, NOL carrybacks, multistate returns, and compliance reporting. With expertise in construction industry tax matters, we help clients optimize their tax positions while maintaining full regulatory compliance through personalized strategies tailored to each client's unique circumstances.
Financial Statement Audits
Our assurance services include audits, reviews, and compilations for various entities. We follow established standards to examine financial statements and provide independent opinions on their accuracy and compliance. Our team has extensive experience working with both for-profit and not-for-profit organizations to ensure transparent financial reporting and meet regulatory requirements across different industries.
IRS Representation
We offer professional IRS representation and resolution services for tax-related issues. Our services include negotiating offers in compromise, establishing installment agreements, and resolving delinquent returns. With deep knowledge of tax code requirements, we help clients navigate complex IRS procedures while protecting their interests throughout the process for both individual and business taxpayers.
Payroll Processing
Our comprehensive payroll services include monthly and quarterly tax reporting, W-2 and 1099 processing, and exempt status management. We handle all aspects of payroll tax compliance while ensuring proper documentation and timely filings. Our experienced team supports businesses in maintaining accurate payroll records and meeting regulatory requirements across multiple jurisdictions.
Construction Accounting
We provide specialized accounting services for construction industry clients with certified professionals holding industry-specific credentials. Our expertise includes construction tax accounting methods, financial statement analysis, and compliance requirements unique to this sector. We offer tailored solutions for contractors and construction firms through specialized reporting formats and industry-focused advisory services.
People
Katrina B. Lucero
Certified Public Accountant
16-year public accounting professional with New Mexico CPA license #5061 and Certified Construction Industry Financial Professional certificate #582. Recipient of multiple industry awards including 2018 Rio Rancho Observer Reader's Choice for Top Tax Service Firm. Graduated Magna Cum Laude with Bachelor of Business Administration in Accounting from New Mexico Highlands University.
Questions
What accounting services do you offer?
We provide tax planning, payroll processing, financial statement audits, IRS representation, and construction industry accounting services for individuals and businesses.
Do you specialize in any particular industry?
Yes, we specialize in construction industry accounting with certified expertise through our Certified Construction Industry Financial Professional designation.
How much do tax return services cost?
Tax return fees vary by complexity with minimum charges covering preparation costs. We provide personalized fee estimates after evaluating each client's specific needs during initial consultations.
Do you offer electronic tax filing?
Yes, we provide free electronic filing for all federal and state tax returns as part of our standard service offering.
What qualifications do you have?
Our CPA has 16 years of experience, multiple industry certifications including Certified Construction Industry Financial Professional, and active memberships in four major accounting organizations.
