Resources & Financial Tools
A starting point for planning your financial future. These tools are a good first step, but they are not a substitute for professional advice.
Frequently asked questions
How long should I keep my tax records? +
For personal returns, three years is the usual guidance. New Mexico business records are different: keep those a minimum of seven years, because gross receipts tax audits can reach back that far. There is no time limit at all in cases of fraud.
When are New Mexico state taxes due? +
New Mexico state deadlines line up with the federal dates, so the same due dates and the same automatic six-month extension apply.
How do I send you documents securely? +
Bring your documents in, or call the office nearest you and we will arrange it. If you are working with us remotely, we will let you know which secure electronic transfer options we can set up for you. Please never email Social Security numbers, W-2s, or other tax documents, and never send them through a web form.