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    Balanced Bookkeeping

    5.0 (1 review)
    Open 9:00 am - 4:00 pm

    Services - Balanced Bookkeeping

    Accountants

    Bookkeepers

    Current year tax preparation and filing

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    3 years ago

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    The Tax Gals

    The Tax Gals

    4.6
    (103 reviews)

    UPDATE: Instead of teaching the receptionist to forward client questions to a knowledgeable…read morerepresentative, the owner responds by saying my review is not a fair review. Pricing is not the only questions asked if we are assessing for your companies capabilities which judging by your responses to these poor reviews, is not much. Gave them a call to assess if this would be a good choice to file my taxes this year as i am new to the area/state. Upon calling, she answered a few of my questions but continuously referenced me to the website in which i did have open. I proceeded to mention that chatting is easier for me to understand and will look at the website after. As i paused a bit, she commented that if i didnt have any other questions, there are a lot of phone calls coming in. Well, if the initial encounter isn't good, i cant imagine the rest.

    MISTAKES that cost me Money!! We have used Tax Gals for tax…read moreyears 2022/23/24 and had to stop using them for 2025 because of errors in filing, slow communication and mistakes. The biggest error was their failure to file Form 568 for my LLC for TY 23 and 24, costing us over $600 in fines and interest from the state, even though that form was in TY 2022. Terri takes on too many clients and I have found is not responsive to phone calls (left on the company message system, emails and trying to contact her through other staff members. Once tax season is over, forget trying to get a response. I am having to file a small claims court suit over recovering the fees our business has incurred due to their failure to file a form. Should I have known about the form that needs to filed? Probably but isn't that why I hire "professionals"?

    Wholehearted Bookkeeping

    Wholehearted Bookkeeping

    5.0
    (3 reviews)

    Wholehearted Bookkeeping has been a delight to work with and they rescued us when we had a handful…read moreof bookkeeping challenges at Sustainable Economies Law Center! Emma, Iliana, and Garrick helped us catch up on an 8-month bookkeeping backlog, solved a bunch of puzzles in our books, and helped us prepare for an audit all on a very short timeline! They are kind and lovely humans, which makes it fun to be in meetings with them and solving problems together. Their whole team brings a range of skills and experience working with specific platforms (Gusto, Bill.com, etc) and in specialized areas, like nonprofit accounting and audits. They set up a great work-flow system with us to ensure tasks don't fall through the cracks, and have been helping streamline our systems. We also have an unusual organizational structure and a lot of staff involved in our financial work, and they have been very adaptable in working with our structures. Here are some additional testimonials from members of our financial team: Sue: I have enjoyed working with Emma and Garrick so much and I have learned so much from them. They are patient with our decentralized work group and so supportive of our whole team. I am so relieved by their "we can do that" attitude. They've taken the time to understand our systems and help us improve them without forcing us to change things in ways that don't fit for us. Erika: +1 everything said already! In addition, I've found them very flexible and quick to respond to questions and requests.

    I was referred to Wholehearted Bookkeeping by a dear friend and in the first 6 months of working…read morewith them, I feel so well taken care of. My books were a bit of a mess as I have multiple accounts and small business activities. Iliana has been so understanding and patient with me and has set me up for an easier life with cleaned up books!

    Balanced Bookkeeping - accountants - Updated July 2026

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