Your success is our priority - let us help you achieve it!
At Tafoya Barrett and Associates PC, we are dedicated to providing exceptional tax and financial planning services to high net worth individuals and small businesses. Our team of experienced professionals is committed to delivering personalized attention, expertise, and innovative solutions to help our clients achieve their financial goals. With a rich history dating back to 1979, we have built a reputation for trust, integrity, and exceptional service.
Our Services
As a full-service Certified Public Accounting firm, we offer a wide range of services designed to help our clients succeed in today's complex and rapidly changing business environment. Our services include:
- Advisory Services: We provide strategic business advisory services, helping you navigate the challenges of planning and execution.
- Rental Property Operations: Our experts can help you optimize the performance of your rental property portfolio.
- Business Operations and Documentation: We provide guidance on best practices for business operations, documentation, and entity structure planning.
- Company Fringe Benefits: Our team can help you design and implement employee benefit plans that meet your business needs.
- Financial Life Planning: We help individuals and families create a comprehensive financial plan that aligns with their values and goals.
- Estate & Trust Planning & Tax Preparation: Our experts can guide you through the estate and trust planning process, ensuring the efficient transfer of wealth.
- Cash Flow Planning: We help businesses and individuals optimize their cash flow, ensuring stability and growth.
At the Heart of Who We Are
At Tafoya Barrett and Associates PC, we are driven by our core values, which include:
- Honesty: We believe in transparency and integrity in all we do.
- Integrity: We strive to maintain the highest ethical standards in our professional and personal lives.
- Accountability: We take responsibility for our actions and are committed to delivering exceptional results.
- Quality: We strive for excellence in all aspects of our work, ensuring our clients receive the best possible service.
- Balance: We believe in maintaining a healthy balance between our professional and personal lives.
- Community Service: We are committed to giving back to our community, supporting causes that are near and dear to our hearts.
- Support: We are a team that supports and uplifts each other, fostering a positive and collaborative work environment.
- Loyalty: We are committed to our clients, colleagues, and community, consistently delivering on our promises.
- Respect: We treat others with respect, dignity, and compassion.
- Fun: We believe that work and fun can coexist, encouraging a positive and enjoyable work environment.
Join Us
If you're looking for a trusted partner to help you achieve your financial goals, we invite you to explore our services and learn more about our team. At Tafoya Barrett and Associates PC, we're committed to making a real difference in the lives of our clients and the community we serve.
Accounting Services Review Summary
Overview
The reviews for Pat and Brad Tafoya's accounting services are overwhelmingly positive, with both reviewers giving 5-star ratings.
Helpful Staff
Both reviewers praise the personalized service and helpfulness of Pat and Brad Tafoya. They found their explanations to be clear, and their advice to be tailored to their specific needs.
Effective Service
Betsey Upchurch mentions that she feels in control of her accounting and taxes thanks to their services. Jim Duke commends them for saving him time and money with their practical advice and knowledge of tax legislation.
Recommendations
Both reviewers have no hesitation in referring their friends and colleagues to Brad Tafoya.