Balanced Equity Consulting

Licensed

$140/hour

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About

Specialized Tax Strategy for Investors & Small Businesses Tax season shouldn’t be a source of stress. I’m a CPA dedicated to helping real estate investors and business owners navigate the complexities of the tax code. I specialize in cleaning up messy books and spotting issues before they become problems translating complex tax law into plain English so you can make informed decisions. When you hire me, you work directly with me. I don’t hand off your files to juniors, and I pride myself on being responsive when you need me most. My goal is to give you clear, practical advice so you know exactly what you owe and how to strategically reduce your tax liability for the future. How I Can Help: Real Estate Accounting: Deep expertise in rentals and investment properties. Business Tax Preparation: Specialized in small business owners and passthrough entities. Complex Filings: Handling multi-state returns and messy back-tax cleanup. Tax Strategy: Proactive planning to minimize what you owe long-term. I’m ready to help you gain clarity on your finances. Message me today to discuss your tax needs!

Overview

Serves Santa Fe, NM

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License verified

2 employees

2 years in business

Business hours

SunClosedMon9:00 am - 5:00 pm

Payment methods

This pro accepts payments via Apple Pay, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Credentials

License verified

CPA – Certified Public Accountant

License state: NM

Background checked

Passed by David Holmberg on Apr 6, 2026.

Services offered

Accounting needs

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

Reviews

Exceptional 5.0

5 reviews

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Samuel F.

Feb 14, 2026

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From Google

I came to David in a time of great distress with a troubling accounting issue. David has not only practically held my hand through the process, but he's also done everything in his power to help rectify it. He's been accessible when I've needed him, and he keeps finding ways to improve and streamline hisservices without compromising his friendly, attentive and outstanding customer service. I'm very glad he's here in Northern New Mexico.

Balanced Equity Consulting's reply

Thank you for sharing this and for trusting me during a really stressful tax situation. I’m glad we could sort things out and find the resolution that you needed, and I’m here anytime you need ongoing planning or support for your business.

Kay

Jul 1, 2025

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From Google

Heidi S.

Mar 4, 2026

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From Google

I didn't know who to call to when we decided we needed a CPA to assist us with our 2025 Federal and State tax returns. I found an ad for Balanced Equity on the back of the Santa Fe Reporter and decided to give him a call. David returned my call within minutes, and we chatted for a while to determine if we are a good fit for our needs. It was a smooth experience through a secured electronic portal. David answered all of my questions; there were many because the tax code might as well be written in Greek as far as I understand it. Was it cheap? Definitely not. Is he worth it? Absolutely. I can honestly say that without David's knowledge and skill we would have paid thousand's more in taxes. He is diligent, transparent, thoughtful, kind, and patient. Highly recommended. Thank you, David Holmberg, Balanced Equity Consulting.

Balanced Equity Consulting's reply

Thank you, Heidi. I really enjoyed working with you and appreciate your kind words. I’m always here to help.

Will-T

Feb 15, 2026

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From Google

David is kind and sincere and he helped me deal with complex business tax filing and previous year amendments that saved me many sleepless nights. He is very responsive and transparent with his pricing and will carefully walk you through to clarify details with the filing.

Balanced Equity Consulting's reply

Thank you for the thoughtful review and for trusting me with your complex business tax filings. I’m glad we could bring you peace of mind, and I’m always here if you need help with future business or real‑estate partnership returns.

Monica S.

Jul 28, 2025

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From Google

Balanced Equity Consulting's reply

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
To provide you with a fair and accurate quote, I typically start with a brief review of your most recent tax returns and financial statements. This allows me to understand the complexity of your situation and ensure there are no surprises for either of us later on.

Balanced Equity Consulting

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