Balance Tax & Accounting, LLC
Balance Tax & Accounting, LLC

Balance Tax & Accounting, LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
$30/hour
estimated cost


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Accounting needs
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Accounting software

Responds within a day

Introduction: We are a team led by a NC licensed CPA with over 10 years of experience in providing quality services to clients of all shapes and sizes. We specialize in tax preparation, bookkeeping services, and payroll services for both individuals and businesses. We serve clients in all industries including e-commerce, manufacturing, retail, healthcare, professional services, construction, government services, real estate, utilities, transportation, and non-profits.
Overview

Hired 4 times

Serves Forest City, NC

Background checked

License verified

2 employees

1 year in business

Payment methods

Cash, Check, PayPal, Venmo

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

2 photos

Reviews

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

5.0

2 reviews

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Faith P.

Accounting

Travis took a rare personal approach and actually made a house call to go over my financial records. He was able to expertly streamline my taxes and accurately detail each report in a concise manner. We look forward to working with the Balance Tax and Accounting team for many years to come.
Mar 30, 2021
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Verified
Diana C.

Accounting

This team has been absolutely amazing! We had some issues within the company that resulted in us needing to have our taxes done for 2019 and 2020. The level of responsiveness, professionalism and quick turnaround was absolutely amazing. We plan on having all of our bookkeeping services done with this team from now on. Could not ask for a better company.
Apr 22, 2021
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Verified
Credentials
License

License Type: CPA – Certified Public Accountant (NC)

License verified on 7/12/2021

Background Check

Travis Hudgins

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Fixed fee structure Business Taxes starting at $750 SE Individual Taxes starting at $350 K-1 Individual Taxes starting at $400 Regular Individual Taxes starting at $250 Monthly Bookkeeping starting at $300 a month Payroll services starting at $250 a month

  • What is your typical process for working with a new customer?

    We have an all encompassing tax organizer we use to gain an understanding of our client's tax situation. Documents are then requested and sent usually via our secured email. We never charge for phone calls, emails, or consultations. Bill must be paid before we file any return.

  • What education and/or training do you have that relates to your work?

    Our CPA has 10 years of experience working with clients to resolve all types of accounting/tax issues. He is licensed in the state of NC, has a Bachelors degree, and a MBA.

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