A Balanced Income Tax Service

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Introduction: My service stands out because I back everything I do. You can always come back to me and get copies of returns or ask questions. I will take the time to explain things to you. I can work in person and remotely using my bank encryoted portal. I also like seeing families come back year after year and finding out what has gone on for the past year. I am now doing two generations of families. I also can file at the registered agent for your LLC. This service helps to make sure you do not miss any important tax or financial information pertaining to your business.

Overview

Hired 42 times

Background checked

1 employee

18 years in business

Payment methods

This pro accepts payments via Cash, Credit card, Square cash app, and Venmo.

Social media

Facebook

Featured Projects

3 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and punctuality.

Exceptional 5.0

21 reviews

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Read reviews that mention:

Daniel M.

Apr 27, 2020

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Hired on Thumbtack

Just retired and moved to Austin. We’re glad we found A Balanced Income Tax. Very professional and punctual. We are completely satisfied with their service.

A Balanced Income Tax Service's reply

It was my pleasure to help y'all. Stay safe.

Individual Tax Preparation

Shannon D.

Jan 14, 2020

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Hired on Thumbtack

Malissa helped give me the re-assurance I needed regarding taxes and my newly formed business. She answered all my (many) questions & gave me insight as to what I can do on my own and resources to help me gain clarity. I’ll definitely be using her services again!

A Balanced Income Tax Service's reply

I am so glad I was able to help and I look forward to us working together for a long time.

Accounting

Leigh W.

Mar 6, 2019

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Hired on Thumbtack

Malissa is great, we’ll definitely use her again in future years. She’s punctual, quick responding, super helpful & knowledgeable, and very friendly. So glad I found her!

A Balanced Income Tax Service's reply

I'm glad I could help. :)

Accounting

Frank R.

Mar 21, 2017

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Hired on Thumbtack

Malissa helped me get set up as a business for the first time. She is very knowledgeable, informative and genuinely wants to help get the best return. Will recommend and be back again next year.

A Balanced Income Tax Service's reply

Thank You Frank. :)

Individual Tax Preparation

David D.

Mar 18, 2016

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Hired on Thumbtack

Malissa Wheeler prepared our 2014 income tax return. Malissa was very thorough and patient with us because of the extent of our filing. As soon as we started working with Malissa, her knowledge and experience was evident and we knew we made the right choice. Every encounter we've had with Malissa, she's been professional, courteous, has paid attention to detail and has shared expert tax advise; in our situation, (domestic & foreign tax incorporation). Up to this point, Malissa has done an outstanding job, with representation, amendments and correspondence. We are more than happy to have her prepare our 2015 tax return and we highly recommend her to anyone in the Greater Austin area.

A Balanced Income Tax Service's reply

Thank You!

Individual Tax Preparation

Credentials

Background Check

Malissa Ivey

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I do not charge per form or per hour. I have a flat rate system so you know how much you are going to pay up front.
What is your typical process for working with a new customer?
I initially like to do a phone interview and decide if I will travel to the client or if they will come to me. At this time is when I assess the difficulty of the return. I have a bank encrypted LINK for those that are more remote and they can even sign for the return via DocuSign. This is a win win for some of my clients.
What education and/or training do you have that relates to your work?
My mom is a licensed Tax preparer in California. I have work with her as an apprentice since 1985 (back when we did returns by hand). This has been a valuable training and she has been a valuable resource since opening my own practice in Texas. Aside from that I have been cleared by the IRS as a registered Tax preparer.