Profile
Balanced Equity Consulting, LLC CPA
ListedSanta Fe CPA Firm for Tax Planning and Advisory Services
About
About
Balanced Equity Consulting, LLC CPA is a CPA firm in Santa Fe, NM providing tax and advisory services for individuals and business clients.
Its work includes tax planning, tax preparation, IRS compliance and resolution, accounting system architecture, entity structuring and analysis, and nonprofit entity consulting.
Balanced Equity Consulting, LLC CPA is a CPA firm in Santa Fe, NM providing tax and advisory services for individuals and business clients. The firm works with small businesses, real estate professionals, investors, creatives, freelancers, and healthcare professionals, with services available in person and remotely.
Its work includes tax planning, tax preparation, IRS compliance and resolution, accounting system architecture, entity structuring and analysis, and nonprofit entity consulting. The firm describes its process as intake, review, and analysis focused on historical, current, and future needs, with ongoing advisory support for questions that arise over time.
Balanced Equity Consulting emphasizes organized, transparent client communication and a detailed approach to tax and accounting matters, helping clients stay informed throughout preparation and advisory work.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Service areas
Service areas
Santa Fe, NM
Languages
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