Services – Balanced Bookkeeping and Tax

Accounting Services

We take care to consider every client’s specific needs and deliver professional service in a timely manner. Our expert accountants are Fast, Reliable and Trustworthy. Providing personalized service to assess and understand you and your business so we can be your partner in growing your business.

As a business owner, you have many responsibilities. Let us take care of the bookkeeping and payroll for you, so you can do the job of running your business and generating profits.

Accounting
Bookkeeping Services
Bank Reconciliations
Financial Reporting
Financial Projections
Business Valuation

Payroll Services

Balanced Bookkeeping and Tax’ payroll services can help reduce the time spent on administration by facilitating your payroll processing in-house, handling timely payment of payroll taxes and preparation of payroll tax returns.

Payroll Processing
Payroll Tax Payment Processing
Quarterly & Annual Payroll Tax Reporting
Annual Employee W-2s

Human Resources

Selecting and administering benefit plans for your employees is often a complex process. Balanced Bookkeeping & Tax can assist you in implementing your employee benefits to allow for rewarding your employees while reaching your company’s financial and business goals.

1040 income tax form and w-2 wage statement with a federal Treas

Tax Management Services

At Balanced Bookkeeping & Tax, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We take the time to customize your income tax return to best address your specific circumstances. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and current on the tax laws and can make sense of your receipts, bills and notices.

Tax Return Preparation
Review & Filing of Prior Year Tax Returns
Out-of-State & Multi-State Returns
Amended Returns
Sales Tax Returns
Financial Planning
Virtual Consultations
Authorized IRS E-File Provider
1099 Preparation & Filing

Quickbooks Accounting Assistance

We assist our clients with Setup, installation and personal training of their new Quickbooks programs, either for online or desktop users. For companies that have staff in place to handle the day-to-day accounting functions, our Review service provides help in reviewing transactions, accounts and reports as needed to maintain reliable financial information.

Setup
Installation
Personal Training
Review
Support