Business Details
16 Years
experience
Trusted Accounting and Tax Services for Healthcare Professionals
Jon Bell, CPA is a dedicated accounting firm serving medical, dental, and veterinary practices in Albuquerque, NM. With over a decade of specialized experience, we provide tailored accounting solutions, proactive tax planning, and personalized financial guidance to help healthcare professionals optimize their practices. Our team combines deep industry knowledge with a commitment to ethical, client-focused service, ensuring clients maintain compliance while maximizing profitability. Founded on principles of trust and transparency, we prioritize long-term relationships and deliver actionable insights to support sustainable growth.Our expertise spans tax reduction strategies, QuickBooks integration, business incorporation, and comprehensive financial management. By staying current with evolving tax regulations, we empower clients to navigate complex financial landscapes with confidence. Our proven track record of client satisfaction reflects our dedication to excellence in every service we provide.
Services
Accounting Services
Tax Reduction
QuickBooks Support
Incorporation
Payroll Services
Details
- Year established: 2010
Highlights and features
- We specialize in accounting for medical, dental, and veterinary practices with 12+ years of industry-specific expertise.
- Our proactive tax planning leverages legal strategies to minimize liabilities for healthcare professionals.
- We provide end-to-end QuickBooks setup and ongoing support tailored to practice management needs.
- Our team includes CPAs and Enrolled Agents with deep knowledge of complex tax regulations.
- We guarantee responsive service with personalized attention to every client's unique financial goals.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Tax Coach (CTC)
What people say
Excellent CPA firm
Highly recommended
Saved me time and money
Responsive and professional
Industry-specific expertise
Services
Accounting Services
Our outsourced accounting services provide comprehensive financial oversight for medical, dental, and veterinary practices. We handle bookkeeping, financial statement preparation, and cash flow management to ensure accurate, real-time visibility into practice finances. By maintaining meticulous records and offering strategic insights, we help healthcare professionals focus on patient care while optimizing operational efficiency.
Tax Reduction
We specialize in legally minimizing tax liabilities through proactive strategies tailored to healthcare professionals. Our expertise includes identifying industry-specific deductions, managing multi-state tax compliance, and implementing long-term tax-saving structures. As Certified Tax Coaches, we stay ahead of regulatory changes to maximize refunds and reduce annual tax burdens for practices.
QuickBooks Support
Our QuickBooks specialists ensure seamless setup and ongoing support for practice accounting systems. We configure customized chart of accounts, create professional invoicing templates, and provide troubleshooting assistance. This integration streamlines financial tracking throughout the year, reducing tax preparation time while improving practice financial management.
Incorporation Services
We guide healthcare professionals through optimal entity selection and incorporation processes. Our services include tax ID applications, business plan development, and accounting system setup to establish strong financial foundations. We help structure practices for maximum tax advantages while ensuring compliance with industry-specific regulations.
Payroll Services
Our payroll solutions handle tax filings, wage calculations, and compliance reporting for medical and dental practices. We ensure accurate employee payments while managing federal and state tax obligations. This service reduces administrative burdens and maintains compliance with evolving employment regulations.
People
Jon Bell
CPA & Founder
With 12+ years of tax expertise and a Master's in Accounting, Jon founded the firm in 2010. He specializes in healthcare practice accounting and holds Certified Tax Coach designation. His background includes public accounting and small business ownership.
Sherry Estep Bell
Director of Operations
Sherry manages daily operations and client communications. She brings e-business expertise and over 15 years of administrative experience supporting healthcare professionals with financial processes and customer service excellence.
Marissa Benton
Tax Accountant
A UNM graduate with public accounting experience, Marissa prepares complex tax returns and assists with financial planning. She is pursuing CPA certification to further enhance her service to medical and dental clients.
Pierre Aguilar
Tax Manager
A CPA with military service and public accounting experience, Pierre specializes in tax strategy for healthcare professionals. He combines technical expertise with personalized client support to optimize financial outcomes.
Courtney Estep
Director of First Impressions
With a decade of customer service experience, Courtney manages client relations and initial consultations. She ensures seamless communication and coordinates support for new practice owners.
Questions
What accounting services do you offer for dental practices?
We provide complete accounting solutions including bookkeeping, financial reporting, and tax planning specifically tailored to dental practices' unique financial needs.
How can you help veterinarians reduce taxes?
Our Certified Tax Coaches identify industry-specific deductions and implement legal strategies to minimize tax liabilities for veterinary practices.
Do you support medical practices with QuickBooks?
Yes, we offer customized QuickBooks setup and ongoing support to streamline financial management for medical practices.
What incorporation services do you provide?
We assist with entity selection, tax ID applications, and accounting system setup to establish optimal business structures for new practices.
How do you handle multi-state tax compliance?
Our team manages complex multi-state tax filings and planning to ensure compliance while maximizing tax savings opportunities.
Can I get a free tax credit guide?
Yes, inquire about our services to receive a complimentary copy of '5 Small Business Tax Credits You Should Know About.'
