Balance Tax & Accounting, LLC
Responds within a day
Hired 4 times
Serves Forest City, NC
1 year in business
Cash, Check, PayPal, Venmo
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for professionalism, work quality, and responsiveness.
License Type: CPA – Certified Public Accountant (NC)
License verified on 7/12/2021
- 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.