You handle the business. We handle the books.
Welcome to Perfect Balance Bookkeeping & Tax Services, your trusted partner for all your bookkeeping and tax solution needs. We are a team of dedicated professionals with over 20 years of experience in the industry. Our mission is to provide personalized services that are tailored to the unique needs of our clients, helping them achieve financial stability and success.
At Perfect Balance Bookkeeping & Tax Services, we believe that bookkeeping and tax services should not be boring or overwhelming. We strive to make the process as smooth and stress-free as possible, taking care of all the details so that our clients can focus on what they do best - running their business. Our team is committed to providing exceptional service, and we take pride in our unmatched record for integrity and expertise.
Services Offered
As a certified QuickBooks ProAdvisor, we offer a range of services designed to help our clients manage their finances effectively. Here's a closer look at the services we provide:
Bookkeeping Services
Bookkeeping is the foundation of any successful business, and at Perfect Balance Bookkeeping & Tax Services, we take it seriously. We offer virtual bookkeeping services that are perfect for small businesses that are just starting out as well as those that find themselves buried after years of operation. Our team will customize your bookkeeping services to fit your needs, balancing and tracking the cash flow of your business regularly to keep you aware of any changes that need to occur.
QuickBooks Services
QuickBooks is a powerful tool for managing finances and bookkeeping, but it can be confusing and frustrating to set up and learn how to use. That's where we come in. Our team includes a certified ProAdvisor for QuickBooks who has completed extensive training to learn the software inside and out. We will assist you in setting it all up and train you and your employees to use it efficiently and effectively, allowing you to monitor your finances and stay on top of your business' bookkeeping needs.
Tax Solutions
Tax planning throughout the year, especially for small business owners, can create a smoother process when it comes time to file your business taxes. At Perfect Balance Bookkeeping & Tax Services, we not only help you plan throughout the year for upcoming tax seasons, but when that time comes, we handle all the paperwork involved in filing business taxes. We are dedicated to assisting small business owners with their taxes to ensure that everything is claimed accurately, and that they receive the best return possible.
Why Choose Us?
At Perfect Balance Bookkeeping & Tax Services, we are committed to providing exceptional service and personalized solutions that are tailored to the unique needs of our clients. Here are a few reasons why you should choose us:
- A bookkeeping and tax practice with over 20 years of experience
- A free, no-obligation discussion about your business requirements
- Personalized bookkeeping tailored to your company
- Fixed fees - agreed in advance and not dependent upon income level
- Tax planning services to make your life easier
- Company forecasts to better prepare for future growth
Contact us today for a free consultation and let us help you take control of your finances!
Overview of Reviews
All reviewers have given 5-star ratings to Mary Stefano and Perfect Balance Bookkeeping & Tax Services. The reviews highlight Mary's exceptional service, expertise, and professionalism in handling complex tax scenarios, providing accurate and efficient solutions, and ensuring data security.
Accuracy and Expertise
Reviewers praise Mary's ability to handle complex tax situations, maximize legitimate deductions, and provide accurate returns. Her thoroughness, patience, and attention to detail have helped clients navigate stressful situations and achieve significant savings.
Ease of Communication and Process
Clients appreciate Mary's ease of communication, prompt responses, and user-friendly online platform. The virtual experience is highlighted as a major plus, making it easy to collect and upload documentation securely.
Trust and Security
Reviewers trust Mary to handle their personal and business taxes, citing her ability to keep their information safe and secure. Her professionalism and expertise instill confidence in her clients.
Recommendations
All reviewers highly recommend Mary Stefano and Perfect Balance Bookkeeping & Tax Services, citing their exceptional service, expertise, and ease of communication.
