Balanced Account & Tax Service

Specialties

Our tax firm offers three basic services — Tax Consultation, Tax Preparation, and Taxpayer Representation.

Our Tax Consultation services are offered on an hourly basis or as part of a comprehensive written tax plan. We develop tax savings strategies for our clients, help them implement these strategies, and then periodically meet to review progress. We assist our present clients with tax planning, as well as clients that prepare their own tax returns or use other tax professionals.

We prepare income tax returns for individuals, small businesses, trusts, and estates. Our individual clients are typically working professionals with families. We prepare business returns for C-​Corporations, S-​Corporations, and Partnerships, payroll and sales tax reporting. We strive to provide only the services our clients need. We prepare trust and decedent estate returns, and will work closely with the trustee and executor to meet fiduciary obligations.

History

Established in 1989.

We represent taxpayers before the IRS and State Tax Authorities. We represent clients in examinations and audits and work to minimize taxpayer exposure. We represent clients that have tax debt and are being threatened with wage garnishment, levies, and tax liens. We can generally negotiate settlements, to include installment agreements and offers-​in-​compromise.

You can feel confident with the oversight of my experience and expertise. I believe we offer higher-​value services at comparable rates of the national tax preparations chains.

Balanced Account has been providing business advice and support for our clients since 1989, we have outstanding staff to answer all your tax questions and offer advice.

Meet the Manager

Yitzchok S.

Manager

I have been working for Balanced Account for 5 years, the staff is very knowledgeable in all tax laws