Balance Beam Bookkeeping & Tax - our expert team of CPAs, Tax Attorneys, and Preparers provides comprehensive tax services for businesses and individuals alike.
15 customer reviews
Anthony Barrett
I need my taxes done today please fort my dad and son. Were I can get my refund back as soon as possible.
Roger Ludlow
Bookkeeping Services
Very professional and easy to work with.
Roger Ludlow
Bookkeeping Services
Absolutely perfect! David was personable and very informative and we loved working with him and we hired him
Gabriel
Do not trust these people! They will take your money, and run away with it. Absolutely disgusted with this company. David Barr, or David Rios, whatever his name is, is an absolute scam artist.
All the emails and phone numbers on their site don't point to anything.
Stay away from them.
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Vanda Greenwood
Tax Resolution
I am in touch with them now. Will write a review later
Reply from Balance Beam Bookkeeping and Tax
I spoke to you again today, and advised to send over documents for us to review and begin out work. Please understand we have other clients whom we are engaged and committed to providing service to as well. We will complete the work as discussed, and I hope you are quick to give a review as you have been these last two business days.
Vanda Greenwood
Tax Resolution
I CANNOT GET IN TOUCH WITH THE TODAY AFTERI PAID THEM $1900.
Reply from Balance Beam Bookkeeping and Tax
I spoke with you this day, and we re-affirmed our commitment to deliver the service you have requested.
Henriette
Bookkeeping Services
I was very pleased since a lot of places do not bother to communicate well only thru text msg or emails. And I found Tax Resource Group quite different. And really knew what they were talking about. More...
Reply from Balance Beam Bookkeeping and Tax
Thank you Yettie, it been a pleasure getting to know you and working with you.
Deborah Slater
Bookkeeping Services
Doing a great job for us so far!
Reply from Balance Beam Bookkeeping and Tax
We've enjoyed working with you.
Babak
Accounting
I’m still working with them. They take the time to explain everything. Very informative.
Reply from Balance Beam Bookkeeping and Tax
Back again this year Babak, I'm glad to be working with you again.
Marilou F Cunanan
Accounting
It is still in progress ; David Barr is very helpful
Amber K Marchese
Bookkeeping Services
Very efficient and knowledgeable.
Amber K Marchese
Bookkeeping Services
I am an RN NOT an accountant. Starting my own business made me realize that I needed help. Everything has been smooth!
Elizabeth Comer
Tax Preparation
I needed to find a new tax preparer this year and was initially a little reluctant to share my personal financial data over the Internet with strangers but as I have a charitable remainder trust (CRT) , my choices were limited. Most accounting firms I contacted were working from home due to the virus and either unfamiliar with CRTs or leery of trusts in general. But David Barr convinced me that use of their online client "portal" was secure and would make communication with my assigned accountant very easy. And he was right. I easily uploaded previous tax returns and all of the data needed to produce my 2020 returns. And through the use of a phone call or an email, here and there, my returns were completed on a timely basis and to my complete satisfaction. I think I have found the ideal accounting firm for all my future needs. My assigned accountant, Bhasker Panchal, couldn't have been more efficient or professional. Thank you, Tax Resource Group! Note that Tax Resource Group is located in Pasadena, California. More...
Reply from Balance Beam Bookkeeping and Tax
We've enjoyed working with you over the last couple of years Ms. Comer. You are awesome.
June Stephens
Accounting
I thought I had an 'easy' tax return, but when it was being prepared it was anything but easy. The accountant was in constant contact with me and we discovered all the nuances that I needed to account for. It was the communication that I appreciated the most. Excellent!!!! More...
Reply from Balance Beam Bookkeeping and Tax
We have enjoyed working with you June, you are dyno mite!
Tim
Outstanding service. Has been right there every step of the way and assisted me with everything I needed. Will be with them for the forseeable future.
Bookkeeping, Payroll, Accounting, Tax Preparation
We are a team of experienced accounting, tax, bookkeeping, and payroll professionals. Creating partnerships with small business and self employed individuals is our specialty. We take great pleasure vesting in our client partners assisting them to better manage the financial aspects of business.
