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    Services - Balanced Bookz

    Bookkeepers

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Balanced Bookz

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    6 years ago

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    eBacon

    eBacon

    (5 reviews)

    Any poor reviews Must be looked at and seen with clear eyes. This company is the best ASO / payroll…read moreHr company on planet Earth . Best technology, best customer service, best resources for effectively managing my benefits and HR compliances. Call and ask for Jordan Stern, he's the VP of Sales. My fractional CFO introduced us to him and he gets full marks for understanding and conveying the financial and human impact of my transition from ADP to TAG. He made the transition smooth and has communicated with me every week. If you want to better your payroll and back office technological standards call Jordan Stern at TAG! 972-838-3832 - Jordan @tagpay.com

    Idiots and Egos welcome. If you love this company they you obviously don't mind yr information…read moreexposed loose who can hack their platform. More obviously you didn't vet your solution and you definitely don't understand technology. You-just-got-sold by their sales Dept. Or your just cheap employer. Me: "I wouldn't trust this company's competence to pickup after my dog." Avoid this company at all costs. The high level of incompetence in the platform technology TagPay built - which holds all yr personal identity data, SS number, address etc. Is just an open door waiting to get hacked. I can only speak of my experience as an employee enrolling in direct-deposit. (Rocket science to this company.) 1. They couldn't find a Bank of America bank routing Number for direct deposit which should have been my first red flag. But the fact that the TagPay CEO - Ron and the CTO - Alex implied it was my mistyped error. Bluntly ignoring the routing number being valid on the BOA site and has been for 20years. But hey, as a 20+ technologist and developer myself I really need to spend 3 days and 5 emails to bug-shoot yr obviously inaccurate platform. (Excuse my Sarcasm, but really if TapPay could they just pretend they gave a little bit about their customer) They never got it correct either. Direct Deposit was a challenge for them. But let's get to the people because there are so many unprofessional issues beyond the technology platform they developed. 2. I in writing asked their main contact Audrey to delete all my Info when I ended my contract with company who employed TagPay. (No Response) 3. Hijacking the management of my 401K (your probably rolling yr eyes) Yup, this company with out my permission rolled my permission under their "401K Administrator- Kevin" management. They failed to notify that had down this in any capacity. That was April 2018, Then there is the 60-day window opportunity to roll yr 401K anywhere else. It requires a pretty standard document (annual disclosure document) to move it to yr chosen 401K managment company. I found out all of this by chance in June. 6 emails and 2 phone calls to the "401K Administrator- Kevin". One email from Kevin- it will take 24 hours because they haven't built that "required" functionality into their 401k employee management platform as of yet". So as that do nothing except burn through my 60-Days to roll my 401k away from this abomination of a company managing yrs (and my 401K) money I begin to pursue legal next steps. Btw they also card $75 to roll your 401k and 90 days to roll your account away of them. ($50 and 30 Days is standard in the industry.) This is not a customer-centric company.

    Balanced Bookz - bookkeepers - Updated May 2026

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