Balanced Bookkeeping & Tax, LLC

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About

The mission of Balanced Bookkeeping & Tax, LLC is to provide superior service to Individuals and business owners. The client first approach will allow individuals and business owners to stay compliant with tax laws and free owners from the time consuming task of bookkeeping which will allow them to focus on operations, growth and profitability of their business. Balanced Bookkeeping & Tax, LLC will be your advisor and assist you in decision making and relieve some of the burdens and struggles of being a business owner. We enjoy helping individuals and business owners stay on top of their finances and their business. Enjoy teaching and training clients to improve financially personally and for their business.

Overview

Hired 44 times

Background checked

1 employee

11 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, and PayPal.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2018

2017

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Industry

Non-profit

Projects and media

Reviews

Customers rated this pro highly for responsiveness, work quality, and value.

Great 4.8

30 reviews

5

90%

4

7%

3

0%

2

3%

1

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Read reviews that mention:

Samantha L.

Aug 6, 2018

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Hired on Thumbtack

This was my 1st year to worry about business taxes and was panicked to find help, talked to a few tax preparers and so happy I went with Brian! He was full of knowledge (even being in a different state), professional, responsive, & so genuine. Brian does great work and will make sure you get everything possible from your return. I was also very pleased with his help and knowledge for QuickBooks!! If you’re not sure what you need or not sure if he’s the right fit, consult him and you will understand why he’s the best. Thank you for the help!

Business Tax Preparation

Kyle M.

Oct 18, 2017

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Hired on Thumbtack

Balanced book keeping did sn excellent job of clearing up our books and taxes. The always responded quickly to our inquiries. They met every deadline we presented. We will continue to use them.

Business Tax Preparation

Lauren P.

Apr 17, 2021

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Hired on Thumbtack

I’ll definitely be working with him again on my taxes next year. Very easy to upload documents and communication was quick and clear.

Individual Tax Preparation

Alex C.

Apr 4, 2017

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Hired on Thumbtack

Brian is incredibly thorough and patient; he took his time to made sure all of our questions were answered and our returns were completed with 100% accuracy.

Individual Tax Preparation

Catherine C.

Apr 4, 2017

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Hired on Thumbtack

Accounting

Credentials

Background Check

Brian Delgaudio

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Pricing can be charged hourly or flat rate. It all depends on the client's needs and what will work best for them.
What is your typical process for working with a new customer?
When working with a new customer, Balanced Bookkeeping & Tax, LLC will discuss with the customer their needs so that we can help them immediately and get them on track.
What education and/or training do you have that relates to your work?
Bachelors degree in accounting with 4 years experience in public accounting.