Business Details
7 Years
experience
Trusted CPA Services for Individuals and Small Businesses
With decades of combined experience in public and private accounting, we are licensed CPAs dedicated to providing comprehensive tax and accounting solutions. Our expertise spans individual and business tax preparation, IRS representation, and advisory services to help clients achieve financial clarity. We specialize in setting up and optimizing accounting systems using QuickBooks and other software, ensuring accurate financial reporting and compliance.Our virtual services offer flexibility while maintaining personalized attention to each client's unique needs. We prioritize transparency, ethical standards, and ongoing education to deliver reliable, forward-thinking financial guidance.
Services
Tax Preparation
Accounting and Bookkeeping
Advisory Services
IRS Representation
QuickBooks Setup
Details
- Year established: 2019
Highlights and features
- We offer virtual and contactless services for your convenience
- Our CPAs provide IRS representation and expert tax preparation
- We specialize in QuickBooks setup and accounting system optimization
- We combine decades of public and private accounting experience
- Our advisory services help you understand financial statements for better decision-making
Services
Tax Preparation
We prepare individual, small business, and not-for-profit tax returns with precision and compliance. Our CPAs ensure accurate filings while maximizing deductions and credits. Clients receive clear explanations of their tax positions and potential savings strategies.
Accounting and Bookkeeping
Our team maintains accurate, timely accounting records using industry-leading software. We help businesses establish efficient bookkeeping systems that provide reliable financial data for decision-making. Services include accounts payable/receivable management and financial statement preparation.
Advisory Services
We analyze financial statements to help clients understand business performance and cash flow. Our advisory services focus on improving financial literacy, identifying growth opportunities, and developing strategic plans for long-term success through data-driven insights.
IRS Representation
As licensed CPAs, we represent clients during IRS audits and collections. Our expertise resolves tax issues efficiently while protecting client interests. We handle correspondence, documentation, and negotiations with tax authorities on your behalf.
QuickBooks Setup
We configure and optimize QuickBooks for small businesses to ensure accurate financial tracking. Our setup services include chart of accounts organization, workflow automation, and training to help clients maximize software capabilities for day-to-day operations.
People
Claire S. Riebsomer
CPA
Licensed CPA in New Mexico with a Master's in Accounting from the University of New Mexico. Specializes in tax compliance and financial advisory services for small businesses.
Jamie K. Haffey
CPA
Certified Public Accountant licensed in New Mexico with expertise in business tax preparation and accounting system optimization. Holds a Master's in Accounting from the University of New Mexico.
Questions
What accounting software do you work with?
We specialize in QuickBooks but support multiple accounting platforms. Our team helps configure systems for optimal financial tracking and reporting.
Can you help with IRS audit representation?
Yes, our licensed CPAs provide full IRS representation services, handling all communications and documentation during audit processes.
Do you offer virtual accounting services?
We provide completely virtual and contactless services including tax preparation, bookkeeping, and financial consultations via secure digital platforms.
What tax services do you provide?
We prepare individual, small business, and not-for-profit tax returns while offering year-round tax planning strategies to minimize liabilities.
How do you help businesses with financial decision-making?
Our advisory services analyze financial statements to improve business performance through cash flow management, profitability analysis, and strategic planning.
