Business Details
28 Years
experience
Trusted Accountants in Santa Fe, NM
Roberts & Roberts Tax & Accounting has been serving individuals and businesses in Northern New Mexico since 1998. Founded by John Roberts, a native New Mexican with over 40 years of experience in accounting and tax services, our firm specializes in guiding clients through complex financial landscapes. We began our journey in 1978 with the New Mexico School for the Deaf, establishing a foundation in nonprofit fund accounting that continues to inform our approach today. Our expertise spans personal and business tax preparation, QuickBooks setup and maintenance, and strategic business planning for construction, retail, transportation, and service industries. With a client base of over 1,500, we pride ourselves on delivering personalized accounting solutions tailored to each client's unique needs.Our commitment to community extends beyond our professional work, as evidenced by our involvement with All Individuals First, a nonprofit supporting individuals with developmental disabilities. We offer comprehensive services including business start-up planning, entity selection guidance, and compliance assistance with New Mexico Taxation and Revenue Department requirements. Our team stays current with evolving tax laws, including the 2017 Tax Cuts and Jobs Act, to ensure our clients remain compliant and optimized. We maintain a client-centric approach, beginning with a free initial consultation to ensure we're the right fit for your financial needs. Located in Santa Fe, we serve clients across Espaola, Pojoaque, White Rock, Tesuque, Los Alamos, and throughout Northern New Mexico.
Services
Accounting Services
Bookkeeping Services
Tax Preparation
Business Planning
QuickBooks Setup
Entity Selection
Compliance Assistance
Inventory Control
Outsourcing
Details
- Year established: 1998
Highlights and features
- We offer 40+ years of combined accounting and tax expertise in Northern New Mexico
- Our team serves over 1,500 clients with personalized financial solutions
- Specialized QuickBooks setup and maintenance for small businesses
- Comprehensive business entity selection and compliance guidance
- Community-focused approach with nonprofit board involvement experience
Services
Accounting Services
We provide comprehensive accounting solutions for small and large businesses across multiple industries including construction, retail, transportation, and service sectors. Our services include financial statement preparation, payroll processing, and month-end closing procedures. With expertise in New Mexico-specific tax requirements, we ensure accurate record-keeping and regulatory compliance for businesses operating throughout Northern New Mexico.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records using modern accounting software and traditional methods. We handle accounts payable/receivable, bank reconciliations, and general ledger maintenance for businesses in Santa Fe, Los Alamos, and surrounding areas. Our systematic approach ensures timely, organized financial data that supports informed business decision-making and tax preparation.
Tax Preparation
We prepare and file personal income tax returns and business tax documents including Schedule C, 1120, 1120-S, and 1065 forms. Our tax planning services help individuals and businesses optimize deductions while maintaining compliance with federal and state regulations. We specialize in navigating complex tax changes like the 2017 Tax Cuts and Jobs Act.
Business Planning
Our business planning services guide entrepreneurs through entity selection, financial forecasting, and operational structure decisions. We help clients evaluate S Corporations, LLCs, and partnerships based on tax implications and business goals. We also assist established businesses with entity changes and accounting system optimization.
QuickBooks Setup
We specialize in QuickBooks setup and maintenance for small businesses, ensuring proper configuration for accurate financial tracking. Our services include chart of accounts organization, payroll setup, and ongoing software support to maintain efficient accounting processes for businesses throughout Northern New Mexico.
People
John Roberts
Owner
John Roberts has over 40 years of accounting experience, starting with the New Mexico School for the Deaf in 1978. He founded Roberts & Roberts Tax & Accounting in 1998 after working with General Business Services, Inc. He specializes in tax preparation, business planning, and QuickBooks solutions for Northern New Mexico businesses.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting for construction, retail, transportation, and service industries including QuickBooks setup, inventory control, and compliance assistance.
Do you help with business start-up planning?
Yes, we offer comprehensive start-up planning including entity selection, tax registration, and financial system setup to help new businesses launch successfully.
What tax services do you provide?
We handle personal income tax preparation, business tax planning, and compliance for various entities including Schedule C, 1120, 1120-S, and 1065 filings.
Which areas do you serve?
We serve Santa Fe, Los Alamos, Española, Pojoaque, White Rock, Tesuque, and throughout Northern New Mexico.
Do you offer free consultations?
Yes, we provide free initial meetings to assess if we're the right fit for your accounting and tax needs.
How do you handle changes in tax laws?
Our team stays current with tax code changes like the 2017 Tax Cuts and Jobs Act to ensure your business remains compliant and optimized.
