Cottonwood offer a comprehensive range of professional services
spanning planning, tax, financial and estate specialties.

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FINANCIAL REPORTING

At Cottonwood we work with our clients, and where required their auditors, to compile interim and year-end financial reports. Regardless of whether we are compiling financial reports for statutory compliance, financiers or other stakeholders, our clients trust us to deliver complete, compliant and cost effective results every time.

Statutory reporting is a core regulatory requirement, often with significant attention from investors, auditors and management, therefore the accuracy and timely completion of reporting is imperative.

FINANCIAL REPORTING SERVICES

  • Automated processes
  • Complete audit trail
  • Fast data access
  • 100% accuracy

OUR AREA SPECIALIST

  • Brian Laws - Tax and Accounting
    Brian Laws Tax and Accounting

    Brian is a native of New Mexico; he was born and raised in Santa Fe. He has been in the accounting industry for over 17 years. He received his CPA certification in 2009. Brian enjoys playing soccer and still plays in Santa Fe’s adult leagues. He also enjoys art, music, and spending time with his family. Brian is the proud father of a daughter and two sons.

  • Juli Valdo - Tax and Accounting
    Juli Valdo Tax and Accounting

    With her background working in small businesses, Juli has a passion for small business accounting. That passion inspired her to complete her accounting degree from the University of Phoenix, and she is currently studying for her CPA exams. When not talking about numbers, you can find her camping, hiking with her Australian Shepherd, or at the shooting range where she competes in defensive pistol shooting matches.

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Experienced financial partners for long-term financial success and stability.