We bring a new way to look at your finances: a proactive approach to reduce taxes, free cashflow, and build savings: all at the same time. 


Having a once a year conversation with your tax accountant is usually too late to make real changes for your savings.  We partner with you all year, interactively building your financial plan.  As we do this, we help you determine more ways to save that lower your taxes and build your income at the same time: a perfect financial marriage!




Financial Planning

Savings Goals

Scenario Calculations

Budget Planning

Best Option


Large Purchase Planning

Debt Reduction Plan

Investment Portfolio Review

Estate Plan Review


Reduce Taxes

Tax Filing

Unlimited Tax Help All Year

Tax Strategy


Business Support

Financial Statements


Analysis and Recommendations

Profitability Assessment

Business Planning

Policies & Procedures Defined


Ongoing Packages

Services are available through consulting sessions or by ongoing packages where we take on the management of your finances through the following adaptable packages.  Contact us for a free consultation to learn more and see which would best suit your needs.


Custom Tax Plan Developed

Financial Plan Developed

Unlimited access to Tax Help

Tax Filing

Regular Financial Planning meetings (monthly or qrtly)

Financial Reports


Debt Management

Analysis Questions

Investment & Insurance Review

Estate Plan Review



Business Plan Developed

Profitability Assessment

Custom Tax Plan Developed

Unlimited access to Tax & Financial Help

Tax Filing for Business & Owners

Regular Advisory meetings (monthly or qrtly)

Financial Reports


Investment & Insurance Review

Policies & Procedures Review

Strategic Planning


Contact GuruKirin


Ph. (505) 620-4471

Fax (919) 322-3668

© 2016 GuruKirin Khalsa, CPA

New Mexico CPA License #7064

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