We’re excited to welcome you to Tax & Accounting Solutions as part of the transition from McDonald CPA Firm. Our goal is to make this process as smooth as possible while continuing the trusted, personalized service you’ve come to expect.

This page is your central hub for all the information you need during this transition, including FAQs, key dates, and helpful resources like our Tax Portal and Update Contact Information form. Whether you have questions, need assistance, or simply want to learn more about us, we’re here to support you every step of the way.

Visit the links below for more details, and feel free to reach out if you need anything—we’re happy to help!

Explore the Key Resources Below

We’ve compiled everything you need to know in one convenient place:

• Welcome Information: Learn about who we are, our mission, and how we’ll support you.
• New Client FAQs: Find answers to common questions about this transition and how it benefits you.
• Tax Portal Information Sheet: Learn more about our secure client portal and how it will streamline your experience.

Here’s how to stay on track during this transition:

1. Review the Resources:
   • Download and review the Welcome Information, FAQs, and Tax Portal Information Sheet
2. Ensure We Have Up To Date Contact Information

   • To ensure we can provide you with the best service, we’d love to make sure the contact information we have on file is up to date. Keeping your details current allows us to stay in touch with important updates, provide you with future notifications and ensure seamless communication. The easiest way is by using our Update Contact Information form or you can call our email us to update.
     Update Contact Information Form

3. Come to our Meet & Greet! (January 18th 11am – 2pm)
   • Join us for an in-person Meet & Greet at your existing office!  No need to go somewhere new. This is a great opportunity to ask questions, meet your new support team, and learn more about the firm while we get to know more about you and your needs. We can’t wait to connect with you in person! View Your Digital Invite.
      

4. Wait for Your Portal Invitation

   • We’ll be sending invites to all new clients mid to late January to our secure Tax Portal for a more convenient and personalized tax season experience.

   • Review the Tax Portal Information Sheet for all the benefits! A special discount will be applied for all that join! More details coming soon.

5. Check Your Mailbox (select clients)

   • While we think you’ll love our Tax Portal and all the benefits and convenience it offers, if you prefer having a paper organizer mailed to you, please call our office to inform us so we can have it sent or emailed to you. If you haven’t received your paper questionnaire by the end of January and would like one, call or email us so we can get it to you as soon as possible.

Mark Your Calendar

• January 6: Sending out information about our company to our new clients!
• January 8: Mailed questionnaires sent to paper-based clients.
• January 18: In-Office Meet & Greet! We’d love to meet you!
• Mid to Late January: Tax Portal invitations are sent! Look for your email with instructions to get started.

We’re Here for You at Your Preferred Location!

If you have any questions or need assistance, don’t hesitate to contact us.

• Support Email: contact@taxsolutions-nm.com

We’re here to provide you with the same great service at the location you already know and trust. You can continue to visit the office you’re familiar with or visit our main location. Both offices are open to you during regular business hours.

Your Existing Office – St. Michael’s Office
411 St. Michael’s Dr Suite 6
Santa Fe, NM 87505
Phone: 505-820-0601
M–F 9am–3pm
(Your regular office remains open to serve you.)

Our Main Office – St. Francis Office
1225 S St. Francis, Suite C
Santa Fe, NM 87505
Phone: 505-984-0646
M–F 9am–3pm