Wall, Smith, Bateman Inc. Certified Public Accountants

Wall, Smith, Bateman Inc. Certified Public Accountants Preeminent accounting and consulting firm in the San Luis Valley. We provide high quality accounting, audit, bookkeeping, payroll, and tax services.

Missing the right document at the wrong moment can turn a straightforward tax situation into a stressful one. Understand...
08/06/2026

Missing the right document at the wrong moment can turn a straightforward tax situation into a stressful one. Understanding which documents you need to hang on to and which you can dispose of can be tricky, so our team wanted to share a brief overview of which documents to keep and why they're important. Swipe for more.

We hope you found this overview helpful. If you have any questions, don’t hesitate to reach out to our team. We are here to help support you.

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be wort...
08/05/2026

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look.

These plans are no longer viewed only as a college savings tool. Depending on the circumstances, they can help cover college costs, certain K–12 expenses, and even some apprenticeship or credentialing expenses, while still offering valuable tax advantages when the funds are used for qualified education purposes.

Swipe for a couple of frequently asked questions about 529 plans and what those considering them need to know.

If you have questions about whether a 529 plan makes sense for your family, please reach out to our team. We would be happy to help you think through your options.

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once....
08/04/2026

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once. Starting now can give your business more room to make smart decisions, avoid a last-minute rush, and take action while more options are still on the table.

One key end-of-year tax planning tip is to run a year-end tax projection. Before making any big moves, it helps to know where your income is likely to land. A year-end projection can help estimate taxable income and identify whether it makes sense to accelerate expenses, defer income where appropriate, increase retirement contributions, or adjust estimated tax payments.

Thoughtful year-end planning starts with understanding where you stand and which moves are worth making before the calendar turns. If you’re interested in running a year-end tax projection, contact our office. We are here to help your business.

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still ...
07/30/2026

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still shifting and evolving.

Whether you’ve started a new job or side hustle, made a big purchase, or are going through a major life change this summer, these things can all shift your tax picture in ways that are much easier to manage now than they will be later.

Our work doesn’t stop after tax season ends. Give us a call today and let us help you stay ahead of whatever the summer has brought your way.

Running a business in the summer means staying focused on growth, not getting buried in tax questions. So, while you’re ...
07/30/2026

Running a business in the summer means staying focused on growth, not getting buried in tax questions. So, while you’re planning, hiring, investing, and keeping things moving, we’re here to help you stay organized behind the scenes with year-round business tax support.

From tax planning to strategy and guidance, we are here to help you make confident decisions all year long and avoid tax time surprises at the end of the year.

Ready to get started? Don’t hesitate to give our team a call. We are dedicated to your success.

As the year goes on, life has a way of keeping things interesting. And while change is often a good thing, it can also b...
07/16/2026

As the year goes on, life has a way of keeping things interesting. And while change is often a good thing, it can also bring some surprises come tax season, especially if you're not prepared. Swipe to see four life events that could affect your tax picture.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.

The dog days of summer are here, and we are just stopping by to say hello! We hope you’re soaking up the sun, catching a...
07/15/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

Business travel can create valuable tax-saving opportunities but only when expenses are properly tied to a clear busines...
07/09/2026

Business travel can create valuable tax-saving opportunities but only when expenses are properly tied to a clear business purpose.

Our team is sharing a helpful overview of travel costs that may qualify, so businesses can plan ahead, stay organized, and avoid surprises at tax time. Swipe through to learn more.

If you have questions about tracking deductible travel expenses, we are always here to help. Give us a call today, and we can find a time to connect.

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth...
07/09/2026

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth taking a closer look now rather than waiting for tax season to bring the surprise. Swipe to see six common life events that could affect your taxes.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.

Beginning this Friday, July 10th, our office will close at noon every Friday throughout the summer. This adjusted schedu...
07/07/2026

Beginning this Friday, July 10th, our office will close at noon every Friday throughout the summer. This adjusted schedule will remain in place through Friday, September 4th.

We encourage clients to reach out earlier in the week if assistance is needed. Our team remains committed to providing timely, reliable support, and we appreciate your continued trust and partnership.

Thank you for allowing us to serve you.

Address

3001 Adcock Circle
Alamosa, CO
81101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17195893619

Website

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