About Us
JAMES Q. LACKEY, CPA
Philosophy
“The only competition is yourself; provide the very best service you can and everything else will be taken care of.”
Education
Bachelors of Business Administration, University of Kentucky, 1975
MBA Program, University of New Mexico
CPA Program, University of New Mexico
Experience
Associates, CPAs, Managing Partner, Albuquerque, New Mexico, 2002-Present
Swain, Lackey, & Thurman, LLC, Founding Partner, Santa Fe, New Mexico, 1999-2002
Swain & Lackey, LLC, Managing Partner, Santa Fe, New Mexico, 1997-1998
James Q. Lackey, CPA PC, Sole Practitioner, Santa Fe, New Mexico, 1987-1997
Sturm & Associates, CPAs, Staff Accountant, 1984-1987
Industries Served
James has more than 25 years of experience working with construction, homeowner associations, real estate, and nonprofit organizations on a variety of accounting, auditing, tax, and advisory issues. He specializes in small, closely-held businesses in retail, construction, service, wholesale, automotive, and nonprofit sectors.
Organizations
American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
Treasurer, Santa Fe Business Incubator, 1997-2002
Lisa Olguin, MBA
Philosophy
“Life is about growth, kindness, and resilience; every challenge is an opportunity to learn, and every connection is a chance to make a positive impact.”
Education
Master of Business Administration, National American University
Bachelor of Science Accounting, National American University
Bachelor of Science Applied Management, National American University
Aloura Montano
Philosophy
“Life is both a challenge and a purpose, where effort transforms into achievement and growth. It’s not just about what we do, but how we find meaning in the tasks that shape our days.”
Should You Choose Us?
GET TO KNOW OUR PROFESSIONAL TEAM
When you need accounting or tax services, turn to a trustworthy and experienced company. Founded in 2003, Associates, CPAs is the firm you can rely on.
Our accountants have over 20 years of experience and are dedicated to providing exceptional service at affordable rates. We understand the challenges of running a small business, and we’re here to help you succeed. With a personalized approach for every client, we’ll guide you through complex financial matters, including tax codes, tax liabilities, and HOA taxes.
Have questions? Speak with one of our accountants today to learn more about how we can support your business.
BUILDING A HISTORY OF GIVING BACK TO OUR COMMUNITY
If you’re looking for professional accountants who truly care, you’ve come to the right place. Giving back to our community is an essential part of who we are. Our accountants have:
✔ Provided pro bono accounting services
✔ Served on nonprofit boards
✔ Sponsored local athletic teams
We specialize in serving small- and medium-sized businesses, and our commitment to the community reflects our dedication to supporting our clients and their families.
📞 Call 505-896-3897 today for trusted accounting and tax services!