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CPA Services

Proactive Planning & Personalized Guidance 

As your business and personal wealth grows, so do your accounting needs. You can rely on Burt & Company CPAs, LLC’s three decades of experience to provide accurate and comprehensive business accounting services. With our proactive and personalized CPA approach, you can concentrate on managing and growing your business. 

Accounting Services

Receiving timely and accurate financial information is critical to running a business and attaining your goals. Meaningful, well-organized financial records ensure your business operations run more efficiently on a daily basis. Burt & Company CPAs assists with these accounting services:

  • General ledger and financial statement preparation
  • Full-service bookkeeping, accounting system support and payroll services
  • Business tax return preparation including sales & use, business property taxes
  • Divorce and support issue calculations
  • IRS and taxing authority representation
  • Litigation support
  • Business valuations, calculating the tax effects of buying and selling a business, primary residences and rental properties

Audits, Reviews & Compilations

  • Audits when intensive examination is required at the highest level of assurance 
  • Reviews including analytical procedures conducted with limited assurance
  • Compilations that relying upon client-provided information for primarily internal use

When your business needs deeper financial oversight and reporting, our CPAs have extensive knowledge in:

Tax Planning & Return Preparation

When it comes to tax planning, a proactive approach ensures you minimize current and future tax liabilities. In addition to tax return preparation, we identify key opportunities available to both  individuals and businesses including: 

  • Individuals
  • Corporations, partnerships, LLCs, LLPs
  • Not for profit organizations
  • Estates, trusts and gift

Employee Benefit Plan Audits

Employee benefit plans and their audits are often complex. Burt & Company CPAs has specialized training and experience in this key employee retention strategy. We ensure your benefit plans adhere with regulatory compliance so your plan administrator and HR personnel have confidence in your plan’s reporting and management. Our benefit plan audit and benefit plan consulting services include:

  • Audits of company pension programs, health and welfare, and 401(k) plans
  • IRS Form 5500 and summary annual reports
  • SAS 70 audit engagements

Job Training Incentive Program (JTIP)

As a State of New Mexico Job Training Incentive Program recipient, your organization is in the process of staffing up. Whether you’re a new company to New Mexico or an expanding enterprise, you have an important mission to fulfill. At Burt & Company, we understand that sorting through the regulatory maze imposed by the state is not the focus of that mission. Our Job Training Incentive Program services team can guide you through the intricacies of this process and provide solutions to your questions. Whether you need help creating and implementing a new hire and/or training system, or you’re at the end of your contract period and need the required audit, let our experience help you better serve the people you care about — your employees.

30-Minute Consultation

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“Burt & Co. CPAs are among the best in Albuquerque and Taos, NM. I have used them both personally, professionally, and have sent them numerous referrals. Everyone always comes back satisfied that their taxes have been well handled. They are professional, timely, and thorough. I would trust them with cases big, small, or even extremely complicated.”

~ Bryan Costilla

Serving Businesses in Albuquerque, Santa Fe, Taos & Virtually

We’re more than tax advisors. Burt & Company helps grow businesses just like yours. We’re also a part of your community, serving our clients in three locations as well as virtually. It’s easy to connect with us as we use secure online document sharing and virtual meeting tools. Reach out today and let us help you grow your business.