Affinity Accounting & Tax of South Valley

Affinity Accounting & Tax is an accountant in South Valley, New Mexico. This woman-owned firm provides specialized bookkeeping, tax preparation, and payroll services to small business owners and individuals. They offer tailored solutions including virtual bookkeeping and tax planning, with a particular expertise in serving mental health professionals, such as therapists, counselors, and psychologists. The firm serves clients throughout Albuquerque, Santa Fe, Rio Rancho, and Denver.

The firm is led by founder Vanessa Ledesma, an IRS-licensed Enrolled Agent with over 20 years of accounting experience and a Certified QuickBooks ProAdvisor. The all-female team provides a practical, judgment-free approach to financial management, utilizing a secure client portal for document uploads and virtual meetings. Their comprehensive service offerings include monthly bank and credit card reconciliations, financial statement preparation, QuickBooks setup and cleanup, and accurate payroll processing with W-2 and 1099 management. They also provide proactive, year-round tax planning to help clients maintain compliance and maximize refunds.

Affinity Accounting & Tax is known for its high level of professional expertise and its reputation for providing reliable, accurate, and stress-free financial support. As an Enrolled Agent-led practice, the firm holds the highest credential awarded by the IRS, allowing them to represent clients in matters regarding audits, collections, and hearings. Their commitment to excellence is reflected in their 5-star Google reviews and their ability to help business owners stay organized and tax-ready.

Affinity Accounting & Tax provides essential financial clarity and professional bookkeeping services to the business community in South Valley.

Services:

• Bookkeeping
• Ongoing Tax Planning Membership
• Payroll Service
• Tax Preparation