Business Details
Expert Accounting & Financial Consulting Services
At O2 CPA Consulting Group, we redefine accounting through a boutique approach tailored to small businesses and individuals. Our expertise spans tax preparation, financial consulting, and forensic accounting, with a focus on proactive planning and strategic growth. With decades of combined experience, our team delivers personalized solutions that align with each client's unique goals. We prioritize collaborative partnerships, ensuring clients understand their financial landscape while minimizing liabilities.Our forensic accounting services provide critical support in litigation, backed by nationally recognized expertise. By combining technical proficiency with forward-thinking strategies, we empower clients to navigate complex financial challenges confidently. Our commitment to excellence is reflected in our track record of client success and industry recognition.
Services
Tax Preparation
Financial Consulting
Forensic Accounting
Litigation Support
Business Valuations
Fraud Risk Management
Strategic Business Consulting
Income Tax Planning
Expert Witness Testimony
Highlights and features
- We offer decades of combined experience in tax and forensic accounting.
- Our tailored approach ensures solutions aligned with your unique financial goals.
- Nationally recognized forensic accounting expertise in over 100 legal cases.
- Proactive tax planning to minimize liabilities and maximize growth opportunities.
- Client-focused partnerships with a proven track record of success.
Associations and certifications
- CPA
- CFF
What people say
Top-notch service
Invaluable guidance
Exemplary work
Flawless execution
Highly recommend
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, focusing on accuracy and compliance. Our CPAs ensure optimal tax strategies while minimizing liabilities through proactive planning. Clients benefit from tailored advice that aligns with long-term financial goals.
Forensic Accounting
Expert forensic accounting services for legal cases, including fraud detection and litigation support. We provide detailed financial analysis and expert testimony to clarify complex issues. Our work helps clients resolve disputes and prevent future financial risks.
Business Consulting
Strategic business consulting to enhance profitability and growth. We offer budgeting, forecasting, and accountability frameworks tailored to small businesses. Our approach combines industry expertise with actionable insights to drive sustainable success.
Litigation Support
Specialized litigation support services, including expert witness testimony and case valuation. Our team translates complex financial data into clear, court-ready insights. Clients receive reliable analysis to strengthen legal outcomes in disputes and bankruptcies.
Fraud Risk Management
Proactive fraud risk management solutions to safeguard businesses. We implement policies to detect vulnerabilities and prevent financial misconduct. Our strategies help clients maintain operational integrity and focus on core business objectives.
People
Bruce F. Malott
Managing Principal
Founder of O2 CPA with over 40 years of accounting experience. Recognized forensic expert with 100+ legal testimonies. Former $10M firm leader focused on small business solutions. Certified in Financial Forensics.
Cassandra H. Becker
Principal
Tax specialist with 20+ years of experience serving diverse industries. Expertise in real estate, construction, and retail sectors. Certified Public Accountant and member of AICPA. New Mexico native dedicated to client success.
Lisa Henson
Administrative Principal
Marketing and financial executive managing O2 CPA's operations. 20+ years in accounting and real estate. Oversees billing, client relations, and HR. Passionate about supporting small business owners through meticulous systems management.
Questions
What services does O2 CPA offer?
We provide tax preparation, forensic accounting, business consulting, litigation support, and fraud risk management tailored to small businesses and individuals.
How does O2 CPA approach tax planning?
We focus on proactive, year-round tax planning to minimize liabilities and optimize financial strategies aligned with your long-term goals.
Can O2 CPA assist with legal cases?
Yes, our forensic accounting team offers expert testimony and financial analysis for litigation, including fraud, bankruptcies, and business valuations.
What industries do you specialize in?
We work with real estate, construction, auto dealerships, government contractors, retail, and small businesses across New Mexico.
How do I schedule a consultation?
Contact us through our website or phone to discuss your needs and connect with our team for personalized guidance.
