facebooktwitterpinterest
mobil menu

Accounting and Taxation Services, LLC

  1. New Mexico
  2. New Mexico Accounting

Reviews, get directions and contact details for Accounting and Taxation Services, LLC

Address: 1400 Jackie Rd SE #101, Rio Rancho, NM 87124, USA
Phone: (505) 896-6606
State: New Mexico
Zip Code: 87124


Update Info

related searches: Accounting and taxation services llc reviews, Accounting and taxation services llc address, Accounting and taxation services llc california, Tax and accounting services near me, Sunrise Accounting & Taxation Services, LLC
Similar places near
Accounting & Taxation Services LLC Accounting & Taxation Services LLC 222 meter We retained the firm of Katrina B. Lucero, CPA Accounting & Taxation Services, LLC to...
McKinney & Associates McKinney & Associates 6 miles Excellent timely service and professional accuracy. Proactive and quickly available.
REDW LLC REDW LLC 6 miles I you need accounting services, this is the place to contact.....
Axiom CPAs and Business Advisors, LLC Axiom CPAs and Business Advisors, LLC 6 miles "New Mexico's premier accounting and business advisory firm"

&...
Integrity Accounting Integrity Accounting 6 miles Full-service accounting firm specializing in audit and internal control consulting, a...
Redw: Cogan Steven CPA Redw: Cogan Steven CPA 7 miles
Pulakos CPAs - Albuquerque CPA Firm Pulakos CPAs - Albuquerque CPA Firm 7 miles
O'Connor William J CPA O'Connor William J CPA 7 miles Pulakos CPA is a top accounting firm located in Albuquerque, NM, specializing in tax ...
Jaramillo Accounting Group, LLC Jaramillo Accounting Group, LLC 8 miles
Loftis Group, LLC Loftis Group, LLC 8 miles Favorite CPA firm in Albuquerque! Get your accounting in shape and talk football with...
Desert Accounting LLC Desert Accounting LLC 8 miles
Hinkle + Landers, PC Hinkle + Landers, PC 9 miles My husband and I appreciate Hinkle & Landers in helping us get our taxes in order.
Griego Professional Services Griego Professional Services 9 miles
Jon Bell, CPA LLC Jon Bell, CPA LLC 9 miles Jon is doing a wonderful job taking care of our dental practice accounting needs. We...
New Mexico Healthcare Billing New Mexico Healthcare Billing 9 miles
The New Mexico Society of CPAs The New Mexico Society of CPAs 9 miles
A Plus Accounting Inc A Plus Accounting Inc 10 miles "Paula M. Jenkins is a Public Accountant in New Mexico with over thirty years of...
Mchard Accounting Consulting Mchard Accounting Consulting 10 miles
Reviews
We retained the firm of Katrina B. Lucero, CPA Accounting & Taxation Services, LLC to complete accounting/income tax preparation & filing of tax returns for our business. All the engagement letters regarding the services outlined to be performed have been extremely under estimated. The engagement letters state that if she determines the estimate is too low she will obtain approval to go above amount outlined in engagement letter; however, no approval was ever obtained from us. Throughout our business relationship with Lucero CPA, she & her staff were constantly behind on our books & filed many extensions. Mrs. Lucero had a few bookkeepers throughout the time we were clients, but could not seem to maintain one. Mrs. Lucero was rarely available to meet or discuss your accounting/income tax preparation needs. As a small business owner (especially new small business owner) it is imperative to have a good working relationship with the firm you hire to perform the accounting/taxes for your business & to receive direction from them regarding financial matters of the business as they are the professionals trained in that area. Unfortunately, this was never received from Mrs. Lucero or her staff. The most recent invoice from Lucero CPA was in the amount of $7,316.49 (includes GRT) which was 4 times the amount outlined in engagement letter & once again she did not obtain approval to go above amount outlined in engagement letter. She did apply a 10% courtesy discount ($681.00) which brought the invoice to $6,584.84 (includes GRT). Again, we requested a payment plan because as a small business owner it is impossible to pay nearly $7,000 in one lump sum. She agreed verbally & in writing to a payment every week of approximately $700 for 10 weeks. She required us to bring all 10 postdated checks before filing our tax returns. At that time, we asked if she was going to be able to file the 2015 returns by the extension deadline (as this was 2014 returns being file in August 2016) of September 15, 2016. She stated that she would not be able to & would have to file estimates. She was unable to meet the deadline so advised her we would be moving to a new CPA that could also handle the bookkeeping. She said that she understood; however, in November 2016 when the last postdated check was cashed, we received an invoice showing that we owed additional money of approximately $1000. We were very confused & studied the invoice for a while to determine what this amount entailed (as no letter explaining what the invoice was for). The invoice reflected reversal of the 10% courtesy discount plus 15% per annum late charges for each month and a flat late fee of $100. Mrs. Lucero continued sending the invoices every month with an additional 15% annum late charge added through January 2017 reaching a total of $1,257.30. We attempted to email & call her to discuss from one business owner to another, but when we finally did reach her by phone in February 2017, she advised that she reversed the courtesy discount & charged late fees because the payment was considered late since in had to be paid out over several weeks. However, when we discussed & agreed on the payment plan with her she made no mention of this fact. She would not agree to any kind of compromise on the invoice & stated that she would be pursuing collections & suit if needed. At that time, we decided it would be in the best interest of our business to pay the invoice in full ($1,257.30) & pursue other avenues against Lucero CPA.
10 years ago (02-03-2017)
Katrina Lucero and all her associates are very professional and helpful. Not only does she go above and beyond to ensure your business is up to date with tax payments and filings, but she also helps educate you about the whole process. I'm glad to had Accounting and Taxation Services as part of the Sagedread Designs team!
11 years ago (20-04-2016)
Comment on this business

Accounting and Taxation Services, LLC map

to add Accounting and Taxation Services, LLC map to your website;



Find nearby businesses, restaurants and hotels

Copyright 2026 | All rights reserved (v2)

Terms Of Service
Privacy Policy
Business Listing Service Agreement
0.0032 Loaded in seconds

We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy