Business Details
8 Years
experience
Trusted Tax & Accounting Services in Albuquerque, NM
Wellborn & Company & Company has established itself as a trusted accounting firm serving individuals and businesses across New Mexico. With decades of combined experience, our team specializes in tax preparation, estate planning, and comprehensive accounting solutions tailored to diverse industries including healthcare, agriculture, and retail. We prioritize client education and process optimization, offering outsourced CFO services for small businesses and specialized tax strategies for farmers and ranchers.Our commitment to precision and personalized service ensures clients receive actionable financial guidance aligned with their unique needs. By maintaining deep expertise in federal and state tax regulations, we empower clients to navigate complex financial landscapes with confidence. Our reputation for excellence stems from consistent delivery of accurate, timely services that simplify tax compliance and support long-term financial goals.
Services
Tax Preparation
Tax Planning
QuickBooks Consultation
Business Acquisition
Trusts & Estates
IRS Audit Representation
Payroll Services
Financial Planning
Outsourced CFO
Agricultural Accounting
Details
- Year established: 2018
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team provides outsourced CFO services for small business financial optimization.
- Specialized expertise in agricultural tax planning for farmers and ranchers.
- We deliver tailored estate planning solutions for trusts and fiduciary matters.
- Proven track record serving medical, dental, and law practices since 2018.
Associations and certifications
- New Mexico Society of Certified Public Accountants (NMSCPA)
Services
Tax Preparation
We prepare federal and state tax returns for individuals, partnerships, corporations, and fiduciaries. Our CPAs ensure accurate compliance with current tax codes while maximizing deductions. Clients receive clear explanations of their tax positions and proactive planning recommendations for future filings.
IRS Audit Representation
Our team provides expert representation during IRS audits, handling all communications and documentation requirements. We develop strategic responses to audit inquiries and work to resolve disputes efficiently while protecting client interests throughout the process.
QuickBooks Consultation
We offer QuickBooks setup, training, and troubleshooting services to streamline financial operations. Our consultants help businesses implement customized accounting systems that improve financial tracking and reporting accuracy for better decision-making.
Trusts & Estates
Our specialists handle complex estate tax filings and fiduciary accounting requirements. We provide guidance on estate administration, gift tax planning, and trust management to ensure compliance with probate and tax regulations while preserving asset value.
Agricultural Accounting
We deliver specialized accounting solutions for farmers and ranchers, including crop insurance planning and agricultural tax strategies. Our services address unique industry challenges like commodity price fluctuations and seasonal cash flow management to improve financial stability.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax preparation, quarterly estimated tax planning, and payroll tax services for small businesses. Our CPAs help with entity selection and tax-efficient business structuring.
Do you handle IRS audit representation?
Yes, our team provides full audit representation services, including document preparation, communication with IRS agents, and resolution of tax disputes for both individual and business taxpayers.
What accounting software do you support?
We specialize in QuickBooks setup, customization, and training. Our consultants help businesses implement efficient accounting systems tailored to their specific operational needs.
Are you available for in-person meetings?
We offer in-person meetings by appointment at our Albuquerque office Monday-Thursday. Virtual consultations are also available for clients throughout New Mexico.
What industries do you specialize in?
We have particular expertise serving medical/dental practices, law firms, agricultural businesses, and retail operations. Our team understands the unique financial challenges these industries face.
How do you handle estate tax planning?
Our estate planning services include trust administration, gift tax strategies, and fiduciary accounting to help clients efficiently transfer assets while minimizing tax liabilities.
