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

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TAX PLANNING & COMPLIANCE

We believe ‘tax planning is the anticipation of what is to come’ and as such work with our clients throughout the year in areas of personal, corporate and estate planning to minimize the tax implication of income and other transactions.

From timely filings that maximize tax savings to more complex situations that require specialized expertise, Cottonwood offers total tax solutions.

We specialize in tax planning and compliance for:

  • Privately-held businesses
  • Family businesses
  • Business succession planning
  • Retirement planning
  • Individual tax planning

We develop, implement, and monitor tax strategies that save you money and help you build wealth over the long-term.

We stay on top of changes to tax legislation and our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing, as well as recently altered tax laws.

TAX & COMPLIANCE SERVICES

  • Preparation or reviewing of tax returns for individuals, partnerships, companies, trusts, estates and super funds.
  • Providing advice on tax liabilities and the monitoring of due dates for payment of tax
  • Providing advice to groups (private and corporate) on managing and minimizing tax liabilities
  • Reviewing and recommending group structures, including the implications of using certain entities and offshore jurisdictions
  • Providing advice on tax legislation changes impacting our clients
  • Pre and post transaction advice to maximize tax efficiency and achieve certainty of tax treatment

OUR AREA SPECIALIST

  • Bridgit Torbett - Tax
    Bridgit Torbett Tax

    Originally from Southern California, Bridgit has called New Mexico home since 2000. She was a small business owner reselling antiques for 10 years and began studying tax preparation to assist with her business. She found a love for learning and transitioned into tax preparation full time 12 years ago. When she is not working, she enjoys all things soccer including refereeing, playing, and watching the United games. She is also an active member in her children’s scout troop.

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

    Asa Laws is a native of Utah, where he grew up and attended college. He is a Certified Public Accountant with 42 years of experience working in New Mexico, several of which as an owner of his own CPA firm, serving closely held businesses, government, not-for-profit entities, service and professional businesses, retailers, and automobile dealerships. He enjoys spending time with his family, especially his grandkids, and is an active member of the Rotary Club of Santa Fe del Sur.

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