Business Details
28 Years
experience
Expert Accounting & Tax Services in Santa Fe, NM
Roberts & Roberts Tax & Accounting has served clients across Northern New Mexico since 1998, delivering comprehensive accounting, bookkeeping, tax preparation, and business planning services. Founded by John Roberts, a native New Mexican with over 40 years of experience in accounting and tax fields, our firm specializes in supporting small businesses and individuals through personalized financial guidance. We began our journey with the New Mexico School for the Deaf in Santa Fe, establishing a foundation in non-profit fund accounting that informs our approach to client service today. Our expertise spans construction, retail, transportation, and service industries, with a focus on streamlining financial operations and ensuring compliance with state and federal regulations. We provide tailored business counseling services that help startups navigate initial challenges while offering established businesses strategic tax planning solutions.Our commitment to community extends beyond our professional work, as evidenced by our involvement with organizations supporting individuals with developmental disabilities. With a client base exceeding 1,500, we combine deep local knowledge with technical proficiency to deliver actionable financial insights. Our team stays current with evolving tax legislation, including the 2017 Tax Cuts and Jobs Act, to ensure our clients remain compliant and optimized. We prioritize transparent communication and practical solutions, offering a free initial consultation to ensure alignment with each client's unique needs. This dedication to personalized service and technical excellence has established us as a trusted partner for businesses and individuals throughout Northern New Mexico.
Services
Tax Preparation
Bookkeeping Services
Business Planning
QuickBooks Setup
Tax Planning
Construction Accounting
Retail Accounting
Transportation Industry Services
Details
- Year established: 1998
Highlights and features
- 40+ years of combined experience in accounting and tax services
- Free initial consultation to ensure service alignment
- Specialized expertise in New Mexico Gross Receipts Tax compliance
- Proven track record with 1,500+ satisfied clients
- Community-focused approach with non-profit sector experience
Associations and certifications
- National Association of Tax Preparers
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal and state returns. Our team stays current with evolving tax laws like the 2017 Tax Cuts and Jobs Act to ensure compliance and optimize savings. With expertise in handling prior-year returns and IRS resolution cases, we help clients maintain accurate records while minimizing liabilities through strategic filing approaches.
Bookkeeping Services
Our bookkeeping solutions include QuickBooks setup and maintenance for businesses of all sizes. We implement systems that track income and expenses while ensuring proper categorization of transactions. By maintaining accurate financial records, we help clients monitor cash flow, prepare for tax season, and make informed business decisions through organized financial reporting.
Business Planning
We assist entrepreneurs with business formation decisions and financial planning. Our services cover entity selection analysis, budget creation, and compliance strategy development. By evaluating tax implications and operational requirements, we help new businesses establish sound financial foundations while guiding established companies through structural changes to improve efficiency and profitability.
QuickBooks Setup
Our QuickBooks specialists configure accounting systems tailored to business needs. We implement customized chart of accounts, establish proper tax settings, and train clients on software functionality. This ensures accurate financial tracking from day one while integrating with other business processes to streamline operations and improve financial visibility for better decision-making.
Tax Planning
We develop proactive tax planning strategies to minimize liabilities while maintaining compliance. Our services include entity structure analysis, retirement planning options, and cash flow optimization techniques. By anticipating regulatory changes and leveraging available deductions, we help clients reduce tax burdens through year-round planning rather than reactive end-of-year adjustments.
People
John Roberts
Founder & Lead Accountant
John Roberts has practiced accounting in New Mexico since 1978, specializing in non-profit fund accounting and small business tax services. With over 1,500 clients served, he brings deep expertise in construction, retail, and transportation industry accounting while maintaining active membership in the National Association of Tax Preparers.
Questions
What accounting services do you offer for construction companies?
We provide specialized cost accounting for multi-project construction businesses, including job costing systems and tax optimization strategies tailored to the construction trade's unique requirements.
How do you help retail businesses with financial management?
We implement systems to track sales, cost of goods sold, and labor costs while providing business counseling to improve operational efficiency and profitability for retail operations.
What tax planning services are available for small businesses?
We offer entity structure analysis, retirement planning options, and cash flow optimization techniques to help small businesses minimize tax liabilities while maintaining compliance with changing regulations.
Do you assist with QuickBooks setup for new businesses?
Yes, we configure customized QuickBooks systems including chart of accounts setup, tax settings implementation, and user training to ensure proper financial tracking from business inception.
How do you support non-profit organizations?
We provide fund accounting systems that track revenue and expenditures according to IRS requirements, helping non-profits maintain compliance while managing budgets effectively through specialized financial reporting.
