Business Details
Expert Accounting & Tax Services in Santa Fe
We are a public accounting firm based in Santa Fe, NM, dedicated to delivering high-quality professional services tailored to client needs. Our partners bring over 70 combined years of experience, ensuring direct involvement in every engagement. Our practice focuses on accounting, taxation, IRS problem resolution, estates, trusts, business formation, financial planning, and real estate transactions.We prioritize timeliness, accuracy, and affordability while maintaining high standards through specialized staff and responsive service. Our commitment to excellence is reflected in our long-standing reputation and client-centric approach.
Services
Tax Preparation
Tax Planning
Tax Problem Resolution
Business Accounting
Payroll Services
Audits Reviews Compilations
Non-Profit Tax Services
QuickBooks Setup
QuickBooks Training
IRS Problem Resolution
Highlights and features
- Our partners have over 70 years combined experience in public accounting.
- We offer direct partner involvement in all client engagements.
- Services are tailored to meet specific client financial needs.
- We emphasize timely, accurate, and efficient service delivery.
- Our practice focuses on areas where we have decades of specialized expertise.
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail. Our experts ensure compliance while maximizing deductions and credits. Clients receive accurate filings on time, supported by clear guidance to minimize liabilities.
QuickBooks Setup
We configure QuickBooks for businesses to streamline financial management. Services include chart of accounts structuring, payroll integration, and workflow optimization. Clients gain efficient systems tailored to their operational needs.
IRS Problem Resolution
We negotiate with the IRS on behalf of clients facing audits, levies, or liens. Our approach prioritizes swift resolution through installment agreements, offers in compromise, or penalty abatement strategies.
Business Accounting
Comprehensive accounting services for small businesses include month-end closing, financial statement preparation, and customized reporting. We ensure accurate records to support informed decision-making.
Tax Planning
We develop proactive tax strategies to reduce liabilities for individuals and businesses. Services include income timing, deduction optimization, and entity structure analysis aligned with long-term financial goals.
People
Michael Bishop
Partner
With decades of public accounting experience, Michael Bishop specializes in tax strategy and IRS compliance. His expertise ensures clients receive practical solutions for complex financial challenges.
Phillip Loggains
Partner
Phillip Loggains brings extensive knowledge in business accounting and financial planning. He focuses on delivering tailored services that align with clients' long-term objectives and regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial reporting, and tax compliance services specifically tailored to small businesses.
How can you help with IRS tax problems?
Our firm negotiates payment plans, resolves tax liens, and represents clients during audits to achieve favorable outcomes with the IRS.
Do you offer QuickBooks training for businesses?
Yes, we provide customized training and setup services to optimize QuickBooks for your accounting workflows and reporting needs.
What sets your firm apart from other accountants?
Our partners' combined 70+ years of experience and direct engagement in client work ensure personalized, high-quality service delivery.
How do you handle tax planning for individuals?
We create customized strategies to minimize tax liabilities through legal deductions, retirement planning, and income structuring.
