Swinehart, CPA

Our firm is rooted in the belief that financial health is the cornerstone of personal and business success. We are dedicated to providing our clients in Taos, New Mexico and beyond, with comprehensive accounting, tax, and business advisory services that empower them to achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs and circumstances.

We understand that navigating the complexities of finance can be overwhelming, which is why we strive to build strong, long-lasting relationships based on trust, transparency, and clear communication. We take the time to listen attentively to our clients, understand their aspirations, and develop strategies that align with their objectives.

Services for Individuals

We recognize that financial security is paramount for individuals and families. Our services are designed to help you safeguard your financial well-being and optimize your hard-earned assets. We offer a range of services, including:

• Estate Planning: We assist you in creating a comprehensive estate plan that ensures your assets are distributed according to your wishes and minimizes tax liabilities for your heirs.

• Tax Preparation and Planning: Our tax professionals are well-versed in the ever-changing tax laws and ensure you minimize your tax burden while remaining compliant with all regulations. We provide strategic tax planning to optimize your financial position throughout the year.

• Financial Management: We provide guidance on budgeting, saving, investing, and debt management to help you achieve your financial goals. We work with you to develop a personalized financial plan that meets your specific needs and aspirations.

Services for Businesses

Whether you are a startup, a small business, or a large corporation, our services are designed to support your growth and success. We offer a comprehensive suite of services to help you streamline operations, manage finances effectively, and navigate the complexities of business regulations.

• Small Business Accounting: We provide comprehensive accounting services, including bookkeeping, payroll, and financial statement preparation. These services allow you to focus on your core competencies while we handle the financial intricacies of your business.

• Payroll Services: We take the stress out of payroll management by accurately calculating wages, deductions, and taxes, ensuring timely and compliant payroll processing for your employees.

• Part-Time CFO Services: We offer the expertise of a Chief Financial Officer on a part-time basis, providing strategic financial guidance, budgeting and forecasting, and financial reporting to help you make informed business decisions.

Tax Services

Our tax specialists are dedicated to helping you minimize your tax liability while ensuring full compliance with federal, state, and local tax regulations. We offer a wide range of tax services, including:

• Tax Preparation: We expertly prepare accurate and timely tax returns for individuals and businesses, maximizing deductions and credits.

• Tax Planning: We work with you throughout the year to develop proactive tax strategies that minimize your tax burden and optimize your financial position.

• Tax Problem Resolution: We provide representation and advocacy to resolve complex tax issues, including IRS audits, liens, levies, and payment plan negotiations.

QuickBooks Services

As recognized experts in QuickBooks accounting software, we offer comprehensive assistance to help you leverage its full potential. Whether you are new to QuickBooks or need assistance with more advanced features, we can help:

• QuickBooks Setup: We ensure your QuickBooks software is configured correctly to meet your specific business needs.

• QuickBooks Training: We provide tailored training sessions to help you master QuickBooks functionality, from basic bookkeeping to advanced reporting.

• QuickBooks Support: We offer ongoing support to answer your QuickBooks questions, resolve technical issues, and provide guidance on best practices.