Business Details
We are dedicated to providing professional, quality, and personalized accounting services to our clients. With over sixteen years of public accounting experience, we have built a reputation for excellence across diverse industries. Our founder, Katrina B. Katrina B. Lucero CPA, is a New Mexico Certified Public Accountant and Certified Construction Industry Financial Professional, ensuring specialized expertise. We serve as trusted advisors, offering tailored solutions that address unique client needs. Our commitment to ongoing education and professional development keeps us at the forefront of industry standards. As members of the AICPA, NMSCPA, and CFMA, we uphold rigorous professional benchmarks.
We prioritize transparency, clear communication, and ethical practices in every engagement. Our goal is to empower clients through accurate financial management and strategic planning. We actively contribute to community development and professional organizations, reinforcing our dedication to service. By combining technical proficiency with personalized attention, we deliver value-driven results that foster long-term partnerships. We continuously adapt to evolving regulations and technologies to ensure clients receive cutting-edge service.
We prioritize transparency, clear communication, and ethical practices in every engagement. Our goal is to empower clients through accurate financial management and strategic planning. We actively contribute to community development and professional organizations, reinforcing our dedication to service. By combining technical proficiency with personalized attention, we deliver value-driven results that foster long-term partnerships. We continuously adapt to evolving regulations and technologies to ensure clients receive cutting-edge service.
Highlights and features
- We have over sixteen years of public accounting experience across global, regional, and local firms.
- We hold certifications as New Mexico CPAs and Construction Industry Financial Professionals.
- We are actively engaged in professional organizations like AICPA and CFMA, ensuring industry leadership.
- We guarantee transparent billing practices with good faith estimates provided upfront.
- We have received multiple awards, including the 40 Under 40 Award and Reader's Choice recognitions.
Services
Tax Planning, Advisory, and Compliance
This service encompasses tax strategy development, compliance filings, and advisory support for individuals, trusts, estates, corporations, and nonprofits. We handle multistate returns, payroll taxes, and specialized filings like W-2s and 1099s. Clients benefit from minimized liabilities, ensured compliance, and proactive guidance on tax-optimized decisions.
Assurance Services
Our assurance services include audits, reviews, and compilations tailored to meet client reporting needs. These services verify financial accuracy and compliance, providing stakeholders with confidence in reported data. Businesses gain actionable insights and enhanced credibility through our rigorous, independent examinations.
Accounting Services
We offer comprehensive accounting support, including bookkeeping, ledger maintenance, and financial reporting. Services extend to payroll management, asset accounting, and accounting system implementation. Clients receive organized financial records, improved operational efficiency, and customized tools for informed decision-making.
Construction-Focused Services
Specialized services address construction industry needs, including FAS 109 compliance, project analysis, and litigation support. We provide expertise in construction tax accounting, job costing, and cash flow management. Clients benefit from industry-specific insights that enhance profitability and regulatory adherence.
IRS Representation
We assist clients with IRS disputes, including offers in compromise, installment agreements, and delinquent return filings. Our expertise ensures effective communication with tax authorities, resolving issues efficiently. Clients receive protection from penalties and optimized outcomes in tax-related conflicts.
