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Balanced Bookkeeping and Tax - Yorba Linda, CA
M-F 9:00 AM - 5:00 PM PST
714-292-2968
tina@balancedbookkeepingandtax.com

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Services

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.

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