About Firm

BALANCED ACCOUNTABILITY provides quality and personalized financial, accounting, and tax guidance to individuals, the self-employed, and businesses. Services range from tax return preparation for individuals, partnerships, corporations, trusts & non-profits to business consulting, new company set up as well as financial statements preparation, compilation, review or audit.  The focus goes beyond preparation in helping clients minimize tax liabilities and maximize profits thru tax saving ideas and strategies as allowed by current laws.

  • Tax planning and preparation form a winning combination for successful individual and business clients through strategic tax planning that takes advantage of new tax laws and legislation.
  • Accounting and consulting assist with bookkeeping or accounting needs for proper record keeping as well as help to identify areas negatively affecting profitability and growth while developing strategies to address the issues.
  • Financial statements preparation in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  Useful tool for business owners and decision makers.
  • Attest engagement role in the financial reporting process provides different levels of assurance.  A Compilation provides no assurance and is based upon client information provided used primarily for internal use.  A Review provides limited assurance thru inquiries and analytical procedures that no material modifications to the financial statements are necessary.  An Audit  provides the highest level of assurance that an organization’s financial statements are free of material misstatement thru inquiries, analytical procedures and testing.

Firm adheres to strict rules regarding any disclosure or use of client personal information as the profession is bound by rules of ethics to keep all client information confidential.  Any information obtained during the tax engagement will not be used or disclosed for any other purpose than preparation and filing of client returns with the IRS and State(s).  SSL Certificates are in place to protect the security of physical documents as well as security of electronic information.

Firm Mission

To provide the ultimate client service in accounting, tax, and financial guidance in the present while taking a proactive approach to achieve future goals.  This requires working together through open communication and listening to reach an understanding of specific needs through research, sound analysis and thinking outside the box to identify solution.  Balanced Accountability is dedicated to meeting these goals with high standards of excellence and professionalism.  Whether you are a current or prospective client, rest assured that the firm will provide competent and timely advice as a trusted business adviser and client advocate helping you navigate the complex world of tax and accounting so you can focus on the more important aspect of the business and maintain your own life balance.