Taxes-The Balance Sheet

The Balance Sheet is a locally owned, independent agency that handles tax returns, bookkeeping, and payroll for individuals and businesses. Tax return preparation is the core of the work, with the team going through each client's documents from start to finish and pointing out what can be done to improve a refund. The firm also handles ongoing bookkeeping and payroll, and its materials cover provisions of the One Big, Beautiful Bill that affect how people file.

Everything is handled by appointment, so callers book a consultation by phone before bringing in paperwork. Clients can also meet over Zoom and send documents digitally, which lets the firm work with people outside New Mexico. The office is on Paradise Boulevard in Albuquerque, and the agency also serves clients in Rio Rancho. The office is closed on weekends.