Business Details
Trusted Accounting and Tax Services in Santa Fe
Bishop & Loggains is a public accounting firm based in Santa Fe, NM. Our firm is built on a foundation of delivering high-quality professional services tailored to individual and business needs, with partners directly involved in all engagement phases. Our team combines over 70 years of collective experience in accounting, taxation, and financial planning. We focus exclusively on areas where we have developed significant expertise, ensuring clients receive specialized attention. Our commitment to responsiveness, quality standards, and personalized service distinguishes us from generalist firms. We work with individuals, small businesses, nonprofits, and real estate professionals, offering solutions in tax planning, IRS problem resolution, estate planning, and business formation.Our clients benefit from timely, accurate service delivery and direct access to senior professionals. We maintain a client-centric approach, providing secure portals, financial tools, and educational resources. Our reputation for excellence is supported by long-standing partnerships and a focus on practical, cost-effective strategies. We invite you to discuss your financial goals and discover how our experience can help you achieve them.
Services
Tax Preparation
Tax Planning
Business Accounting
Payroll Services
QuickBooks Setup
Estate Planning
IRS Representation
Nonprofit Accounting
Financial Planning
Tax Problem Resolution
Highlights and features
- Our partners have combined accounting experience exceeding 70 years
- Direct partner involvement in all client engagements ensures personalized service
- Specialized expertise in tax planning, business accounting, and IRS resolution
- We maintain transparent communication and timely delivery of services
- Client resources include secure portals, tax calculators, and financial planning tools
Services
Tax Preparation
Our tax preparation services cover individual, business, and nonprofit returns with meticulous attention to accuracy and compliance. We utilize advanced software and stay current with tax code changes to maximize refunds while maintaining IRS compliance. Clients receive personalized guidance through the preparation process to address specific financial situations.
Business Accounting
We provide comprehensive accounting solutions for businesses including financial statement preparation, month-end closing, and internal control implementation. Our services support decision-making through accurate financial reporting and analysis tailored to industry-specific needs. We help businesses maintain compliance with regulatory requirements while improving financial operations.
IRS Representation
Our IRS representation services include audit defense, collection problem resolution, and appeals advocacy. With extensive experience in tax controversy matters, we negotiate payment plans, offer compromises, and challenge erroneous assessments while protecting client interests throughout the process.
QuickBooks Setup
We optimize QuickBooks for businesses through customized chart of accounts setup, workflow integration, and system training. Our implementation ensures accurate financial tracking aligned with business operations while providing ongoing support to maximize software functionality for daily accounting needs.
Estate Planning
Our estate planning services include trust and will preparation, tax minimization strategies, and asset protection planning. We coordinate with legal professionals to create comprehensive plans that ensure proper wealth transfer while addressing both tax efficiency and client intentions.
People
Michael Bishop
Partner
With over 35 years of accounting experience, Michael Bishop specializes in tax strategy, business advisory services, and estate planning. His expertise spans corporate finance, nonprofit accounting, and complex tax matters.
Phillip Loggains
Partner
Phillip Loggains brings 35+ years of expertise in auditing, IRS representation, and QuickBooks implementation. He focuses on helping businesses improve financial processes and resolve tax compliance challenges efficiently.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll, financial statements, tax compliance, and business advisory services tailored to local needs.
Can you help with IRS tax problems?
Yes, we represent clients before the IRS and help resolve tax liens, payment plans, audits, and penalty abatements with strategic solutions.
Do you offer QuickBooks support for businesses?
We provide QuickBooks setup, training, and integration services to help businesses optimize their accounting processes and reporting capabilities.
What tax planning services are available for individuals?
Our tax planning services include year-round strategy development, deduction optimization, retirement planning, and minimizing tax liabilities within legal frameworks.
How do you handle client document security?
We use secure file transfer systems and encrypted portals to protect sensitive financial documents while maintaining strict confidentiality protocols.
Are services available for nonprofit organizations?
Yes, we offer specialized accounting, tax compliance, and grant reporting services for 501(c)(3) organizations and other nonprofit entities.
