The Becerra Group

What The Becerra Group does

The Becerra Group is an Albuquerque, New Mexico-based professional services firm (The Becerra Group, LLC) founded in 1994 by Steve Becerra, a former IRS professional with 18 years of agency experience. The firm operates with a small team of approximately 9 employees organized across four service lines: Accounting & Bookkeeping, Tax Preparation, Tax Representation, and Tax Planning & Business Consulting. The central differentiator is the firm's bench of ex-IRS personnel — including a 30+ year revenue agent/OIC specialist and a 30+ year revenue officer — which enables it to market insider expertise in resolving IRS matters such as Offers in Compromise, audits, and tax notice responses.

The firm's underlying technology stack is composed of standard small-business accounting tools rather than proprietary software. QuickBooks serves as the primary accounting platform with bill.com layered on for automated bill pay and invoicing; the firm also recommends and integrates receipt-capture tools (Expensify, Dext, Shoeboxed) and uses Liscio for secure client communication alongside ShareFile for document exchange. There is no proprietary software, mobile app, or public API — the technology is operational tooling, not a product moat.

Revenue is generated entirely through professional services fees across the four service lines. Pricing is not publicly disclosed; instead, the firm offers a free initial consultation (including free Offer in Compromise analysis) as its primary lead-generation mechanism. Customer segments are primarily small businesses and individuals with IRS tax problems in New Mexico, with stated national reach. The company is bootstrapped, founder-controlled, and shows no external funding, M&A activity, or parent-company relationships.

Name

The Becerra Group

Legal name

The Becerra Group, LLC

Website

https://thebecerragroup.net

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

The Becerra Group is an Albuquerque, New Mexico-based tax and accounting firm founded in 1994 that serves small businesses and individuals nationally, specializing in tax resolution, preparation, bookkeeping, and business consulting leveraging former-IRS staff expertise.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Payroll Services (541214), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Legal Services (8111)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industry

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB)

Keywords

• Tax resolution services
• Tax preparation
• Accounting and bookkeeping
• IRS representation
• Business consulting

Headquarters

HQ city

Albuquerque

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax Preparation Services: Professional tax preparation for individuals and businesses including Individual, Corporation, Partnership, S-Corporation, Trust, Estate, Gift Tax Returns, Payroll Tax, and New Mexico Gross Receipts Tax.
2. Accounting and Bookkeeping Services: Full-service bookkeeping providing monthly reviews to complete handling including payroll and tax returns. Primarily uses QuickBooks with bill.com automation.
3. Tax Representation Services: IRS tax problem resolution including Offers in Compromise, audit representation, tax notice response, and IRS negotiation services.
4. Tax Planning and Business Consulting: Business strategy consulting including choice of entity, owner compensation, retirement planning, employee benefits, cash flow projection, and succession planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The Becerra Group provides tax resolution, tax preparation, accounting, bookkeeping, and business consulting services to small businesses and individuals across New Mexico and nationally. The firm specializes in IRS representation and tax problem resolution, leveraging staff who are former IRS revenue agents and revenue officers with insider IRS experience. Service delivery combines monthly bookkeeping, full payroll and tax return preparation, and strategic planning such as choice of entity, owner compensation, retirement, and succession planning.

Product overview

The Becerra Group is a unified tax and accounting services firm offering four integrated core service lines: Accounting & Bookkeeping (using QuickBooks and bill.com), Tax Preparation (covering all entity types and state returns), Tax Representation (leveraging former IRS expertise), and Tax Planning & Business Consulting. The firm primarily serves small businesses in New Mexico and across the nation, providing flexible engagement levels from monthly check-ins to full-service handling. The company was founded in 1994 and has over 22 years of experience in tax resolution.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Full-service bookkeeping and accounting services for small businesses, including monthly reconciliation, full bookkeeping handling including payroll and tax returns, primarily using QuickBooks with add-ons such as bill.com for automated bill payment and invoice processing.
• Tax Preparation Professional tax return preparation for individuals and businesses, covering Individual, Corporation, Partnership, S-Corporation, Trust, Estate, Gift Tax Returns, Payroll Tax, and state taxes including New Mexico Gross Receipts Tax.
• Tax Representation IRS and state tax authority representation services including a free initial consultation, free Offer in Compromise analysis, audit representation, and response to IRS notices and audits. Delivered by former IRS revenue agents and revenue officers.
• Tax Planning & Business Consulting Strategic business planning and tax planning services covering choice of entity, owner compensation, retirement planning, employee benefits, cash flow projection, succession planning, and strategic analysis of strengths and weaknesses.

Quantifiable outcome

• 22+ years helping businesses resolve tax problems
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bench: Subscription-based bookkeeping and tax preparation service for SMBs, pairing dedicated bookkeepers with proprietary software. Comparable integrated offering for the small business segment, with technology-driven delivery model.
• Botkeeper: Automated bookkeeping service combining AI/ML with human accountants for SMBs. Comparable SMB bookkeeping and accounting offering, though delivered with a more automated, software-led model.
• 1-800Accountant: On-demand accounting, bookkeeping, and tax services targeted at small businesses and entrepreneurs. Direct overlap in SMB tax, bookkeeping, and advisory services delivered remotely.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services for small businesses and startups. Directly comparable to Becerra's integrated bookkeeping + tax + advisory stack, but delivered with proprietary software and at venture-backed scale.
• Padgett Business Services: Franchise network of accounting and tax practices serving small businesses. Closely mirrors Becerra's integrated bookkeeping + tax + consulting model, with a comparable SMB focus and similar client engagement approach.

Broad incumbents

• Jackson Hewitt: National tax preparation franchise network serving individual and small business filers. Comparable SMB and individual tax services, but operates at franchise scale and lacks IRS-insider differentiation.
• H&R Block: National tax preparation chain with retail and digital channels plus small business tax services. Overlaps on tax preparation and basic bookkeeping for individuals and very small businesses, but at vastly larger scale and without Becerra's IRS-representation depth.
• Liberty Tax: National retail tax preparation franchise with seasonal and small business offerings. Comparable individual and small business tax preparation focus, competing for the same SMB/individual clients at franchise scale.
• BDO USA Private Business: Mid-market professional services firm with a small business and private client practice offering tax, accounting, and advisory services. Comparable tax + accounting + advisory stack for SMBs, but at significantly larger scale and broader capability.

Emerging players

• GreenSlate: Cloud-based payroll, bookkeeping, and business services for small businesses. Adjacent offering in SMB bookkeeping + payroll, with a tech-forward delivery model that could compete for Becerra's bookkeeping clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/thebecerragroup
• Facebookfacebook.com/TheBecerraGroup
• LinkedInlinkedin.com/company/the-becerra-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Becerra Group