Balanced Equity Consulting

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 Holmb

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 his services without compromising his friendly, attentive and outstanding customer service. I'm very glad he's here in Northern New Mexico.

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.

David, with Balanced Equity Consulting, has been a true help for our small non profit. He is an excellent CPA, very knowledgeable in non-profit organizations and beyond. He helped us through a transition and I am so pleased to have his assistance and professionalism to ensure all of our state and federal requirements are in compliance and good standing. Highly recommend.

David Holmberg, Balanced Equity Consulting, is a superb CPA. He has managed my somewhat complicated accounting and multi State tax needs brilliantly to include as a K-1 partner in a farm business, receiving a buyout from my day job, and how to slide into retirement with the least amount of pain. In addition, he helped my mother with her taxes and subsequently guided my brother and I, her trustees upon her passing. He guided this emotional event professionally and with compassion, asking all the pertinent questions to facilitate a smooth fiscal transition. I highly recommend David and trust him explicitly.