Tax & Financial Services in New Mexico

WCG CPAs & Advisors is a boutique real estate CPA firm with 6 partners and 80 team members located in Colorado serving real estate investors and small business owners worldwide. We are consultative tax experts with a real estate flair to put you in a better tax position and keep more money in your pockets. We only engage with serious investors with current rental properties who require tax return preparation, tax planning and tax strategy. Sorry, No dreamers. Please visit our website for m... view more

We're a virtual, fiduciary, fee-only wealth management firm that specializes in helping current and aspiring US-based real estate investors build financial independence and live their best life in retirement. Please see our website for more information about services and fees (we do not provide legal services). view more

PLEASE READ BEFORE BOOKING. Our services are best suited for established real estate investors, business owners, and high-earning W2 employees, often with stock-based compensation, a minimum income of $250,000 per year, and/or total assets exceeding $1,000,000 excluding the primary residence. Fees begin at $7200/year. We provide advanced-level service to clients with complex financial planning needs. "At RB Wealth, we are passionate about helping people achieve their most imp... view more

1-800Accountant is the leading virtual accounting firm for small businesses in America, dedicated to offering top-notch financial expertise to real estate investors of all sizes. With a blend of skilled CPAs and cutting-edge technology, we streamline tasks and boost tax savings for businesses. This frees up owners to concentrate on business growth while we manage the financial details seamlessly. view more

Real Life Planning offers unbiased financial planning and business coaching for real estate investors. We help clients take practical steps to build financial freedom and make working for someone else optional. view more

I’m Robert, the founder and CEO of The Financial Strategists, LLC. My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland. As a license... view more

We are a boutique tax compliance and strategy firm that specializes in real estate investors, complex investors and small business. We also offer bookkeeping, accounting and payroll services for those that need it. view more

I am an IRS Enrolled Agent with 25+ years of tax and financial planning experience. I specialize in Real Property Assets, including short, mid, and long-term rentals. I advise on the tax strategies to mitigate tax exposure and capitalize on the IRS real property deductions, including the investor safe harbor. I am also an expert on creating investment structures, including the Holding Company and the LLC, and ways to reduce taxes on real estate investments. Due to my extensive expertise, I... view more

Hiring one accounting expert to take care of all of all of your bookkeeping AND tax needs saves you money and time compared to having a separate bookkeeper vs. tax accountant who don't regularly talk to each other (or doing it all yourself)! I'm a CPA who helps real estate investors track and organize their transactions in a clean and easily understandable format. I can also take care of bill payments, 1099's, payroll, financial reporting, and more! I also do annual tax filings exclusiv... view more

At Money On The Mend, we specialize in providing expert bookkeeping services to real estate investors, ensuring financial clarity and growth. As real estate investors ourselves, we understand the unique challenges of managing STRs, LTRs, flips, wholesales, and multifamily properties. Our deep expertise comes from 15+ years in finance and operations, combined with hands-on real estate investing experience. We empower investors with streamlined processes, accurate reporting, and actionable i... view more