Business Details
Trusted Accounting & Tax Consulting Services in Albuquerque
At O2 CPA Consulting Group, we redefine the accounting experience through a client-centric approach that combines technical expertise with personalized service. Founded by Bruce F. Malott, a CPA and Certified in Financial Forensics with over 40 years of experience, our firm specializes in tax planning, forensic accounting, and strategic financial consulting for small businesses and individuals. Our team of seasoned professionals, including Principal Cassandra Becker and Administrative Principal Lisa Henson, brings decades of industry-specific knowledge to address complex tax issues, business mergers, and litigation support. We prioritize proactive financial strategies, helping clients minimize tax liabilities while aligning financial goals with long-term business growth.Recognized for our work in over 100 legal cases, we offer expert testimony and fraud risk management services that translate intricate financial data into actionable insights. Our commitment to excellence is reflected in client testimonials praising our responsiveness, accuracy, and deep understanding of individual and business financial needs. With a focus on New Mexico markets, we blend local expertise with national standards of professionalism. Our collaborative partnership model ensures clients receive tailored solutions, from day-to-day accounting to strategic business expansion. By maintaining transparency and ethical standards, we build trust and reliability, positioning O2 CPA Consulting Group as a leader in boutique accounting services.
Services
Tax Planning
Forensic Accounting
Litigation Support
Financial Consulting
Fraud Risk Management
Business Valuations
Expert Testimony
Strategic Advisory
Highlights and features
- We offer over 40 years of combined experience in tax and forensic accounting.
- Our team provides tailored financial strategies for small business growth.
- Nationally recognized forensic expertise with 100+ expert testimonies.
- Proactive tax planning to minimize liabilities and maximize savings.
- Client-focused approach with personalized, transparent financial guidance.
Associations and certifications
- CPA
- CFF
What people say
Top-notch service
Invaluable guidance
Flawless work
Highly recommend
Expert testimony
Services
Tax Planning
Our tax planning services focus on proactive strategies to minimize liabilities while aligning with long-term financial goals. We analyze business structures, income streams, and deductions to optimize tax outcomes. Clients receive month-by-month planning to identify savings opportunities and ensure compliance with evolving regulations.
Forensic Accounting
Forensic accounting services include fraud detection, financial dispute resolution, and expert testimony in legal cases. We analyze complex financial data to uncover discrepancies and provide clear, court-ready reports. Our team's expertise spans bankruptcy, shareholder disputes, and marital dissolution cases with a focus on clarity for legal teams.
Litigation Support
Litigation support involves providing expert financial analysis and testimony for legal proceedings. We assist attorneys with case valuation, damage calculations, and explaining financial concepts to judges and juries. Services include preparing detailed reports and presenting findings in depositions or trials.
Financial Consulting
Financial consulting offers strategic guidance for business growth, budgeting, and profitability. We help clients model financial scenarios, create accountability systems, and navigate mergers or acquisitions. Our approach combines industry expertise with personalized solutions to enhance operational efficiency and long-term success.
Fraud Risk Management
Fraud risk management services identify vulnerabilities and implement preventive controls to protect businesses. We conduct internal audits, develop anti-fraud policies, and provide staff training. Our goal is to minimize fraud exposure through tailored risk assessments and proactive safeguards aligned with industry best practices.
People
Bruce F. Malott
Managing Principal
Founder of O2 CPA Consulting Group with 40+ years of experience, Bruce is a nationally recognized forensic accounting expert. He has testified in over 100 cases and previously led a $10M firm. Certified in Financial Forensics, he specializes in tax strategy and business consulting.
Cassandra H. Becker
Principal
Tax specialist with 20+ years of experience, Cassandra serves small businesses in real estate, construction, and retail. A UNM graduate and CPA, she focuses on tax planning, bookkeeping, and business development for closely held clients.
Lisa Henson
Administrative Principal
Lisa oversees O2 CPA Consulting Group's operations with expertise in accounting, real estate, and technology. Her 20+ years of experience include managing finance and HR departments for family businesses. She ensures efficient client relations and internal systems management.
Questions
What accounting services does O2 CPA offer?
We provide tax planning, forensic accounting, litigation support, financial consulting, and fraud risk management tailored to small businesses and individuals.
Do you specialize in small business accounting?
Yes, we focus on small businesses, offering strategic advisory, tax compliance, and financial consulting to help them grow profitably.
Can you assist with legal financial disputes?
Our forensic accounting team provides expert testimony, damage assessments, and financial analysis for litigation cases like bankruptcies and shareholder disputes.
How do you approach tax planning?
We use proactive, month-by-month planning to identify savings opportunities, optimize business structures, and ensure compliance with tax regulations.
What areas do you serve?
Primarily New Mexico, with a focus on Albuquerque, supporting local businesses and individuals with personalized accounting solutions.
