Balanced Bookkeeping and Tax
Yorba Linda
Yorba Linda
Balanced Bookkeeping & Tax has been providing quality accounting, bookkeeping, payroll, tax preparation and financial planning services to businesses and individuals in Orange County California since 2011. By combining our team’s more than 25 years’ experience with higher standards, quality service, integrity and strong work ethics, we ensure that our clients receive personalized service to assist them in achieving continued financial success.
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What kind of accounting services do you provide?
Accounting
Bookkeeping
Payroll
Tax Preparation & Management - Corp & Individual
Financial Reporting
Why is it so important for businesses to hire a great accountant?
Having a reliable, trustworthy financial partner for your business is essential to managing your business effectively while allowing that business to grow and stay on track for continued success.
What do you love most about your job?
Helping small businesses grow and truly reach their dreams financially.
What inspired you to start your own business?
The desire to use our extensive experience to help other small businesses reach their goals and grow along with us.
Why should our clients choose you?
We are a family-owned small business in Orange County, CA and we take great care to consider our clients' specific needs and understand them and their business, so that we can truly work as a financial partner to help them now and into the future.
Accounting
We provide personalized service to assess and understand you and your business so we can be your partner in growing your business.
As a business owner, you have many responsibilities. Let us take care of the bookkeeping and payroll for you, so you can do the job of running your business and generating profits.
Accounting
Bookkeeping Services
Bank Reconciliations
Financial Reporting
Financial Projections
Business Valuation
Payroll
Balanced Bookkeeping and Tax’ payroll services can help reduce the time spent on administration by facilitating your payroll processing in-house, handling timely payment of payroll taxes and preparation of payroll tax returns.
Payroll Processing
Payroll Tax Payment Processing
Quarterly & Annual Payroll Tax Reporting
Annual Employee W-2s
Tax Management
At Balanced Bookkeeping & Tax, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We take the time to customize your income tax return to best address your specific circumstances. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and current on the tax laws and can make sense of your receipts, bills and notices.
Tax Return Preparation
Review & Filing of Prior Year Tax Returns
Out-of-State & Multi-State Returns
Amended Returns
Sales Tax Returns
Financial Planning
Virtual Consultations
Authorized IRS E-File Provider
1099 Preparation & Filing
Human Resources
Selecting and administering benefit plans for your employees is often a complex process. Balanced Bookkeeping & Tax can assist you in implementing your employee benefits to allow for rewarding your employees while reaching your company’s financial and business goals.
Quickbooks Accounting Assistance
We assist our clients with Setup, installation and personal training of their new Quickbooks programs, either for online or desktop users. For companies that have staff in place to handle the day-to-day accounting functions, our Review service provides help in reviewing transactions, accounts and reports as needed to maintain reliable financial information.
Setup
Installation
Personal Training
Review
Support
