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Certified Public Accountant (CPA) Consultation


  • Talk (over the phone) with a professional for up to 30-minutes. This consult does not permit face-to-face meetings, nor will this establish a long-term relationship.

    Please contact us if you need to arrange for a face-to-face meeting, desire formal representation, need a long-term relationship, or have other requirements.

    Please read the Terms & Conditions of this Consult. We cannot promise all your questions will be answered, although we can promise to do our best.

    Type your general issues and concerns in the "Additional Information" box. If we determine we're not going to be able to help you, we'll cancel the consult and give you a full refund.
    Once purchased, we will contact you to schedule a day and time for your consultation. We'll do our best to work around your schedule. If you need an urgent consultation (within one business day), please select that option.
  • Please list any additional information you would like to include prior to scheduling your consultation.

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Certified Public Accountant (CPA) Consultation

Talk with a licensed CPA for 30-minutes.  CPA’s are great at answering questions involving tax prep, rules around deductions, how to create a proper chart of accounts, expense and revenue coding, financial planning, financial forecasting and reporting, and much more.

We cannot promise to create a whole new bookkeeping system for you during these 30-minutes, but we can answer a lot of your questions, point you in the right direction, and hopefully give you ideas on next steps and priorities for you and your business.

What’s Included:

  • 30-minute consultation with a licensed CPA
  • After your order, we will email you within 24 business hours (or less) a calendar invite to schedule a mutually convenient time to talk

Our CPA is licensed in the State of New Mexico only, and can therefore only provide  advice related to individuals and businesses located in the State of New Mexico. For everyone else, our CPA can provide “general advice” and tax advice regarding federal tax law.

We cannot represent individuals or businesses outside the State of New Mexico (NM). For all other states, this consult is for quick advice and educational purposes only, not long-term representation.

Once you talk with our CPA, there are no refunds.

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Also see the bottom of this page for frequently asked questions and more details about what is included in your purchase.