Business Services

We specialize in helping closely held businesses in New Mexico with traditional financial needs as well as operational issues.

Traditional Services

• Tax planning and preparation
  We prepare New Mexico, multi-state and federal returns as well as provide representation with the Internal Revenue Service
  
• Audits, reviews and compilations
  Our personal approach results in management notes and ideas you can use to actually improve your business or organization as well as the required level of examination to meet your needs, satisfy your board of directors and comply with any applicable regulatory requirements.
  
• Client accounting services
  From bookkeeping issues to accounting systems, payroll tax reports and the other aspects of keeping your books, our experienced team can provide advice, support and answers to your questions. We have experience in QuickBooks, QuickBooks Pro and MAS90.

Consulting

• Business Valuation
  Our team of Certified Public Accountants who are Accredited in Business Valuation by the American Institute of Certified Public Accountants provides thorough, professional research and conclusions on the value of your business. Our business valuations are used for purposes such as buying or selling a business, shareholder transactions, tax planning and compliance, litigation, Employee Stock Ownership Plans (ESOPs), intangible assets and intellectual property.
  
• Cost Segregation
  For new or renovated business properties, a cost segregation can save thousands of tax dollars by accelerating depreciation for qualifying expenses. Ask us if your business property qualifies.
• Employee Retirement Plans
  Through an affiliate, Retirement Strategies, LLC, we offer Retirement plan setup and administration of everything from 401(k) Plans to Cafeteria Plans. We also offer audits for pensions with more than 120 members.
• Human Resources Consulting
  Finding the right financial person can be a critical component in moving your business ahead. We offer assistance with recruitment and screening and testing as well as verifying references for financial staff ranging from bookkeepers to controllers and CFOs.
• Information Technology
  Having a simple network isn't enough anymore for most businesses. Our team of professionals can analyze your current system and make suggestions for upgrades in capabilities or security; help you select and install everything from firewalls to accounting programs and SPAM filters, and also document your system for restoration in the event of an emergency.
• Litigation Support
  Two of our shareholders, Carl Alongi and Edgar Amsden, are experienced in everything from analysis of documents and information to assisting you with case preparation and testimony.
• Management and Operational Issues
  Our team of experts, many of whom have worked in private industry, can provide thorough, objective, professional reviews of your business with realistic, practical recommendations for improvement.
  
• Strategic Business Planning
  Working with your key management team, we can help your business plan for success in the short-term (6-12 months), mid-term (1-3 years) and long-term (5 years). We develop consensus on a shared vision for your company's future and invigorate your management team to take the steps necessary to get there.