Joe Webster,
MBA, CMA

Financial Consulting Services
7517 Lew Wallace Dr. NE
Albuquerque, NM 87109


Telephone: (505) 828-1257

Fax: (505) 822-0961

E-Mail Address: Webster_J_G@msn.com

 

TAX PRACTICE INFORMATION

 

Type of Practice: Tax Planning, Preparation, Second Opinions on previously prepared returns, Review of Computerized returns prepared by taxpayers and Accounting using QUICKBOOKS

Year Tax Practice Began: 1990

Range of Tax Preparation Fees: $75-$500

Minimum Tax Preparation Fee: $75 for FORM 1040 & Schedule A, plus State Return

How Tax Return Fees Charged: HOURLY ($55 per hour). No Charge for initial consultation

Electronic Filing 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: 9:00 am to 10:00 pm

Call First for Appointment?: YES

Accept Long Distance Clients?: Anywhere in New Mexico

Other Business Services Offered: QuickBooks computer training and consulting, Financial Planning, Accounting Services, Budgeting, Investment Advice, and Retirement Planning

 

PERSONAL PROFILE

 

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 Experiences: 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.

Last Updated: July 1998


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