Business Details
Trusted Tax & Accounting Services in Albuquerque
Valerie Borrego Cpa, PC has been dedicated to delivering comprehensive accounting and tax solutions since 1984. Our firm prioritizes personalized client relationships, combining rigorous professional expertise with tailored financial strategies for individuals, small businesses, and nonprofit organizations. We specialize in tax preparation, strategic planning, IRS audit representation, and business advisory services, ensuring clients achieve both immediate compliance and long-term financial goals.With a focus on transparency and continuous communication, we maintain active memberships in the American Institute of CPAs and the New Mexico Society of CPAs, upholding the highest industry standards. Our approach integrates proactive problem-solving with creative solutions, reflecting decades of experience navigating complex tax codes and evolving financial landscapes.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
New Business Formation
Internal Controls
Highlights and features
- We offer personalized tax planning with 40+ years of combined CPA experience
- Our team provides IRS audit representation with proven resolution strategies
- Free initial consultation to assess your specific financial needs
- Active members of American Institute of CPAs and NM Society of CPAs
- Specialized in small business tax solutions and new business formation
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare accurate federal and state tax returns for individuals, businesses, and nonprofits. Our process ensures maximum deductions while maintaining compliance with current tax codes. Clients receive electronic filing options and strategic withholding adjustments to optimize future tax outcomes.
Tax Planning
Our proactive planning strategies minimize tax obligations through income splitting, timing adjustments, and tax-advantaged investments. We analyze client-specific circumstances to implement legal tax savings while maintaining full regulatory compliance with evolving tax legislation.
IRS Audit Representation
Professional representation during IRS audits protects clients from unexpected liabilities. We leverage deep tax code knowledge to navigate audit processes, ensuring proper documentation and advocating for favorable resolutions while minimizing financial exposure.
New Business Formation
We guide entrepreneurs through business structure selection, licensing requirements, and financial setup. Services include partnership agreements, EIN applications, and accounting system implementation to establish strong financial foundations for new ventures.
Internal Controls
Our internal control systems protect business assets through duty segregation, approval protocols, and inventory verification. We implement customized financial safeguards to prevent fraud and ensure accurate record-keeping for long-term operational integrity.
People
Valerie J. Borrego
Principal
Certified Public Accountant with 40+ years experience in tax strategy and business advisory. Member of AICPA and NMCPA, specializing in small business solutions and IRS audit defense. Holds Accounting degree from New Mexico State University.
Questions
What tax services do you offer for small businesses?
We provide complete tax solutions including preparation, planning, payroll tax filings, and IRS audit representation specifically tailored for small business needs.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to assess your financial situation and determine how we can best support your tax and accounting requirements.
How do you handle IRS audit situations?
Our firm offers professional audit representation, leveraging deep tax code expertise to navigate the process and work toward minimizing potential liabilities.
What accounting credentials do your professionals hold?
Valerie J. Borrego is a licensed Certified Public Accountant with active memberships in the American Institute of CPAs and New Mexico Society of CPAs.
Can you help with nonprofit tax filings?
Yes, we specialize in nonprofit tax compliance including Forms 990, 990PF, and 990T preparation, ensuring adherence to specific regulatory requirements for tax-exempt organizations.
