Joe Webster, MBA, CMA Financial Consulting Services 7517 Lew Wallace Dr. NE
Albuquerque , NM
Phone: 505-828-1257 Fax: 505-822-0961 E-mail:
Type of Practice: Tax Planning, Preparation, Second Opinions on previously prepared returns, Review of Computerized returns prepared by taxpayers & Accounting using QUICKBOOKS Year Practice Began: 1990 Minimum Tax Preparation Fees: $75 for FORM 1040 & Schedule A, plus State Return How Tax Returns Fees Charged: Hourly ($55 per hour). No Charge for initial consultation Electronic Filing Offered? No Refund Anticipation Loans (RAL) Offered? No Specialties or Areas of Concentration: Small Businesses, Home-Based Businesses, Corporations, Partnerships, Limited Liability Corporations, Estates & Trusts and Individuals Hours Open During Tax Season: 9:00am to 10:00pm Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
New Mexico Other Services Offered: QuickBooks computer training & consulting, Financial Planning, Accounting Services, Budgeting, Investment Advice, & Retirement Planning
Education: BS Accounting, 1972, University of Albuquerque; MBA, 1992, College of Santa Fe. Academic Achievements: Graduated with Honors, CUM LAUDE. Professional Credentials: Certified Management Accountant (CMA). Association Memberships: Institute of Management Accountants; Institute of Certified Financial Planners; QuickBooks Professional Advisor Program; TurboTax Professional Network. Academic Teaching Experience: Instructor of Taxation, Accounting and Entreprenuership, Albuquerque TVI Community College. Seminars Taught & Topics: Tax Strategies for Small Business Owners; How to Read Financial Statements; Cash Flow Management; Starting Your Own Business; taught at the Small Business Development Center; 1992 to Present Beginning and Advanced QuickBooks, taught at Albuquerque TVI Community College; 1994 to Present Previous Private Employment: AMREP Southwest, Inc. (Land Developer & Home Builder) 1972-1976; Malibu Pools, Inc. (Manufacturer & Retailer) 1976-1980; Magnum Industries, Inc. (Manufacturer) 1980-1981; Albuquerque TVI Community College (Education) 1982 to Present. Personal Comment: 25 years of hands-on experience and the knowledge required to teach all aspects of taxation, accounting and small business entreprenuership. Our client base is equally diverse in such fields as retail, service, contracting, manufacturing and non-profits. Our mission is to provide personal service and take the time necessary to develop tax strategies to save client's money. Day in and day out, your tax accountant can make or lose you more money than any single person in your life; consequently, we are aggressive, money smart, up-to-the-minute on the tax code, and willing to take reasonable risks by resolving questions in your favor.