Empowering Your Financial Success
Welcome to O2 CPA Consulting Group, a boutique accounting firm that is redefining the way you think about accounting. We are a team of experts who believe in fostering a collaborative partnership with our clients to help them write their own success stories. Our primary goal is to serve our clients by understanding their unique needs and employing our technical expertise, innovative solutions, and decades of business experience to ensure they meet their financial goals.
Our Services
At O2 CPA Consulting Group, we specialize in providing tax and financial services to small businesses and individuals. We offer a range of services that include:
- Tax Services: We provide comprehensive tax services that include individual and business tax preparation, tax planning, and proactive tax advice. Our team of experts stays up-to-date with the latest tax laws and regulations to ensure that our clients receive the maximum tax benefits.
- Business Services: We offer a range of business services that include financial statement preparation, budgeting, forecasting, and accounting system setup and support. Our team of experts works closely with our clients to help them make informed financial decisions that drive business growth.
- Litigation & Forensic Services: Our team of experts has years of experience providing litigation support and forensic accounting services to legal teams throughout New Mexico. We offer a range of services that include expert witness testimony, fraud investigation, and damage calculations.
Our Team
Our team of experts includes Bruce F. Malott, CPA, CFF, the founder and managing principal of O2 CPA Consulting Group. Bruce is a nationally recognized forensic accounting expert with experience in testifying in over 100 cases. He is a Certified Public Accountant and is Certified in Financial Forensics.
Cassandra H. Becker, CPA, is a tax specialist with over 20 years of experience in accounting, real estate, and technology. She provides accounting, tax, and financial consulting services to closely held business clients and individuals. Cassandra has a graduate degree in Business Administration from the University of New Mexico, Anderson School of Management. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and New Mexico State Society of CPAs.
Lisa Henson is a marketing and financial services executive with over 20 years of experience in accounting, real estate, and technology. Lisa is essential to the day-to-day operations of O2 CPA, both as the general manager of the company's CPA service and in a variety of functions for the company's financial services and consulting effort.
Our Commitment
At O2 CPA Consulting Group, we are committed to providing our clients with the highest level of service and expertise. We believe in building long-term relationships with our clients based on trust, integrity, and mutual respect. Our team of experts works closely with our clients to understand their unique needs and provide customized solutions that help them achieve their financial goals.
Thank you for considering O2 CPA Consulting Group for your tax and financial needs. We look forward to the opportunity to serve you.
