Balanced Bookkeeping & Tax

Balanced Bookkeeping & Tax, Inc. has been proudly serving businesses and individuals throughout the region since 2011. Empowering clients to achieve financial clarity and success is our primary goal. Our team of experienced professionals is dedicated to providing personalized, comprehensive financial solutions tailored to your unique needs.

Our Mission

Our mission is to simplify and streamline your financial operations, ensuring you can focus on growing and succeeding in your personal or professional endeavors. We believe in open communication, transparency, and building lasting relationships with each client.

Who We Are

Founded by Roger and Tina Nicosia, Balanced Bookkeeping & Tax, Inc. is a family-owned and operated business. Our team comprises highly skilled professionals with over 30 years of combined experience in accounting, payroll, tax preparation, and financial planning. We are certified and stay abreast of the latest industry trends and regulations.

Accounting & Bookkeeping

• Comprehensive financial record-keeping
• Monthly, quarterly, and annual financial statements
• Accounts receivable and payable management
• Inventory tracking and analysis

Payroll Services

• Payroll processing and compliance
• Employee onboarding and offboarding
• Payroll tax management and filings
• Automated and efficient solutions to streamline payroll processes

Tax Preparation & Planning

• Individual and business tax preparation and filing
• Tax planning and strategy development
• Tax compliance reviews and audits
• Representation before tax authorities

Additional Services

• Human Resources Management
• Office Management
• Financial Consulting

Our Values

• Integrity: We uphold the highest ethical standards and adhere to strict confidentiality.
• Client Focus: We prioritize your needs and take a personalized approach to every engagement.
• Transparency: We believe in open communication and clear explanations.
• Efficiency: We work diligently to deliver timely and accurate results.
• Professionalism: We maintain a respectful and courteous demeanor in all interactions.