Business Details
Trusted Accounting Services in Santa Fe, NM
Our firm provides outstanding service to our clients through a commitment to professionalism, responsiveness, and quality. With expertise in tax preparation, financial planning, and business accounting, we deliver personalized attention to individuals, mid-size businesses, and small enterprises. Our dedication to continuous education ensures we maintain technical proficiency while prioritizing client needs.We emphasize proactive tax strategies to minimize liabilities and offer secure client portals for efficient communication. Backed by decades of experience, we aim to be a trusted advisor for all financial matters.
Services
Tax Preparation
Tax Planning
Non-Filed Tax Returns
Personal Financial Planning
Small Business Accounting
Business Services
Tax Strategies
Client Portal Access
State Tax Forms
Record Retention
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team provides personalized financial strategies tailored to individual client needs.
- We guarantee secure client portal access for streamlined communication and document sharing.
- Our proactive tax planning minimizes liabilities while ensuring full compliance.
- We specialize in small business accounting systems for optimal financial management.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We leverage advanced software to identify deductions and credits, minimizing liabilities while maintaining compliance. Clients receive personalized guidance to optimize withholding and future tax planning.
Tax Planning
Proactive tax planning helps clients legally reduce liabilities through income deferral, deduction maximization, and entity structuring. We analyze current financial situations to implement strategies for long-term savings, including retirement and estate tax optimization for individuals and businesses.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bank reconciliations, income statements, and balance sheets. Our services ensure accurate financial reporting, clean general ledgers, and customized packages integrating payroll and tax planning for operational efficiency.
Non-Filed Tax Returns
We assist clients in resolving unfiled tax returns to avoid penalties and criminal liability. Our process involves preparing overdue returns, negotiating with the IRS, and establishing payment plans to bring clients into compliance while maximizing allowable deductions.
Personal Financial Planning
This service focuses on protecting personal assets through strategic financial planning. We help clients optimize investment tax treatment, structure deductions, and implement strategies to preserve wealth across generations while aligning with individual risk tolerance and goals.
People
Kathy A Edwards CPA PC
CPA
Kathy A Edwards CPA PC is a licensed CPA with decades of experience in tax and accounting services. She specializes in small business solutions and individual tax planning, combining technical expertise with personalized client care to deliver actionable financial strategies.
Questions
How do I track my tax refund status?
Use the IRS 'Where's My Refund?' tool online with your Social Security number, filing status, and exact refund amount to check your refund status within 24-48 hours of e-filing.
What accounting services do you offer for small businesses?
We provide bank reconciliations, income statements, balance sheets, general ledger maintenance, and customized financial reporting to help small businesses manage cash flow and compliance.
Do you handle delinquent tax returns?
Yes, we specialize in preparing non-filed returns and negotiating with the IRS to resolve back taxes, penalties, and payment plans while maximizing deductions to reduce liabilities.
How can tax planning benefit me?
Proactive tax planning identifies legal strategies to defer income, reduce taxable earnings, and optimize deductions throughout the year, resulting in significant long-term savings for individuals and businesses.
Is my financial data secure with your firm?
We use encrypted client portals and follow strict confidentiality protocols to ensure all personal and business financial information remains private and protected.
