Business Details
28 Years
experience
Trusted Accountants in Santa Fe, NM
Roberts & Roberts Tax & Accounting has been serving individuals and businesses across Northern New Mexico since 1998. Our firm was founded by John Roberts, a native New Mexican with over 40 years of experience in accounting and tax services. Beginning his career in 1978 with the New Mexico School for the Deaf, John established a strong foundation in nonprofit fund accounting before launching his private practice. We specialize in providing comprehensive accounting, bookkeeping, tax preparation, and business planning services tailored to the unique needs of construction, retail, transportation, and service industries. Our expertise extends to QuickBooks setup and maintenance, as well as compliance with New Mexico Gross Receipts Tax regulations. We take pride in helping small businesses thrive through strategic counseling and affordable pricing, having supported over 1,500 clients throughout our history.Our commitment to community is demonstrated through John Roberts' board membership with All Individuals First, a nonprofit dedicated to improving quality of life for individuals with developmental disabilities. We stay current with evolving tax laws, including the 2017 Tax Cuts and Jobs Act, to ensure our clients receive accurate guidance. Our approach combines personalized service with technical expertise, offering a free initial meeting to ensure we meet each client's specific needs. With offices serving Santa Fe, Los Alamos, and surrounding areas, we remain dedicated to delivering reliable financial solutions grounded in decades of local experience.
Services
Accounting Services
Bookkeeping
Tax Preparation
Business Planning
QuickBooks Setup
Tax Compliance
Inventory Control
Business Consulting
Details
- Year established: 1998
Highlights and features
- We offer 40+ years of combined accounting experience in Northern New Mexico
- Free initial consultation to ensure personalized service fit
- Specialized expertise in New Mexico Gross Receipts Tax compliance
- Proven track record supporting over 1,500 local businesses
- Community-focused approach with nonprofit board involvement
Associations and certifications
- National Association of Tax Preparers
Services
Accounting Services
We provide comprehensive accounting solutions for construction, retail, transportation, and service industries. Our services include financial statement preparation, payroll processing, and GAAP-compliant record keeping. With expertise in New Mexico-specific tax regulations, we ensure accurate financial reporting and compliance for businesses of all sizes.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and categorization. We offer both cash and accrual basis accounting, accounts payable/receivable management, and monthly financial reporting. Our systems ensure organized financial data for informed business decision-making.
Tax Preparation
We prepare individual and business tax returns including Forms 1120, 1120-S, 1065, and Schedule C. Our services cover federal, state, and local tax compliance with specialized knowledge of New Mexico Gross Receipts Tax requirements. We implement strategic tax planning to optimize client savings.
Business Consulting
Our consulting services guide business formation decisions, entity selection, and operational structuring. We analyze tax implications of different business entities and develop financial systems tailored to each client's industry needs. This includes QuickBooks setup and inventory control systems implementation.
QuickBooks Setup
We specialize in QuickBooks installation, configuration, and ongoing maintenance. Our services ensure proper chart of accounts setup, payroll integration, and customized reporting features. We train clients on software functionality while maintaining accurate financial records for compliance and decision-making purposes.
People
John Roberts
Founder
John Roberts has over 40 years of accounting experience in Northern New Mexico. He began his career in 1978 with the New Mexico School for the Deaf and founded Roberts & Roberts Tax & Accounting in 1998. He serves on the board of All Individuals First, a nonprofit supporting individuals with developmental disabilities.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting for construction, retail, transportation, and service industries including financial reporting, payroll processing, and GAAP-compliant record keeping.
Do you help with business startup planning?
Yes, we offer business entity selection guidance, financial system setup, and QuickBooks implementation to help new businesses establish proper accounting foundations.
What tax services are available for New Mexico businesses?
We prepare federal and state tax returns while ensuring compliance with New Mexico Gross Receipts Tax regulations through specialized implementation systems.
Do you offer bookkeeping services for established businesses?
Yes, we maintain accurate financial records with accounts payable/receivable management, transaction categorization, and monthly financial reporting for ongoing businesses.
What QuickBooks support do you provide?
We offer software installation, customized configuration, payroll integration, and ongoing maintenance services to ensure proper accounting system functionality.
What areas do you serve?
We serve Santa Fe, Los Alamos, Española, Pojoaque, White Rock, Tesuque, and all Northern New Mexico communities from our Santa Fe office.
