Your trusted advisor and business partner
At Lucero CPA, our goal is to provide each and every client with professional, quality, and personalized service at reasonable fees while serving as the client's trusted advisor and business partner. Our team, led by Katrina B. Lucero, a New Mexico Certified Public Accountant and Certified Construction Industry Financial Professional, brings over 16 years of public accounting experience serving clients in many capacities and industries.
Our Services
We offer a wide range of services to individuals, trusts, estates, corporations, partnerships, LLCs, LLPs, and not-for-profits. Our tax planning, advisory, and compliance services include tax return preparation, monthly, quarterly, and annual payroll taxes and reporting, W-2s, Form 1099s, application of exempt status, tax accounting method changes, and multistate returns. We also provide assurance services such as audits, reviews, and compilations with or without disclosures, as well as agreed-upon procedures. Our accounting services include bookkeeping, reconciliations, general ledger maintenance, financial reporting, payroll services, fixed asset and depreciation accounting, accounting system set up and support, and contract temporary CFO, controller, and accountant services. Additionally, we offer special projects and analysis, FAS 109 assistance and calculations, divorce-related calculations, litigation support, IRS matters and representation, offers in compromise, and installment agreements.
Our Approach
At Lucero CPA, we understand that every client is unique and has specific needs. That's why we offer personalized service tailored to each client's requirements. We take the time to understand our clients' goals and objectives, and we work closely with them to provide solutions that meet their needs. Our team is committed to providing high-quality service at reasonable fees, and we strive to build long-term relationships with our clients.
Our Expertise
Katrina B. Lucero, our founder, is a highly respected and experienced certified public accountant and certified construction industry financial professional. She has over 16 years of public accounting experience serving clients in many capacities and industries. Katrina is a member of several professional organizations, including the American Institute of Certified Public Accountants, New Mexico Society of Certified Public Accountants, Institute of Certified Construction Industry Financial Professionals, and Construction Financial Management Association. She has received numerous awards and honors for her work, including the 2009 New Mexico Business Weekly 40 Under 40 Award and the 2018/19 Rio Rancho Observer Reader's Choice Award Top Accounting Firm and Top Tax Service Firm.
Quality of Service: The reviews highlight varying levels of satisfaction with the quality of service provided by Katrina Lucero, CPA. Some clients praised her professionalism, expertise, and fast and reliable service, while others expressed disappointment and frustration with her performance.
Communication: Several clients mentioned issues with communication, including lack of follow-up, unavailability, and unclear explanations of services and fees.
Fees and Billing: Some clients felt that the fees were unreasonable and that they were not properly informed about the costs of the services.
Accountability: A few clients mentioned that Katrina Lucero's staff was unable to meet deadlines, and that they were not held accountable for their mistakes.
Personal Experience: A few reviewers expressed their personal experience with Katrina Lucero, describing her as vain and price-gouging, while others praised her community-oriented and professional approach.
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