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    Balancing Act

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Balancing Act

    Accountants

    Business consulting

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    6 years ago

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    Aaron B.

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    Joe and his staff are great and we highly recommend the tax services his firm provides. I started…read moreusing his firm for Federal and Massachusetts tax returns in 1993 when my wife started a consulting business. I'm an engineer and had prepared my own returns for years. I originally thought that I would get some expert help for a few years and go back to preparing them myself. I was pleasantly surprised to learn how much time Joe saved me as I no longer had to puzzle out which of the ever-changing tax laws and regulations applied to us. I give Joe our data, Joe prepares our returns, and then answers any questions I have. Easy. I like that a lot. We are a small client but Joe has always been very responsive, ethical, pleasant, and has identified tax savings we can use. We are very satisfied clients.

    From the owner: Joseph L. Stefanski, CPA, PA, based in Towson, MD, provides a full range of Tax and Business…read moreAccounting services, either in your facility or at our location. We provide qualified accounting professionals who strive to assist you to achieve financial success and security. Our staff can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that maintains ongoing integrity in your financial transactions.

    Taylor and Company

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    We were in a bit of a pickle because of a mistake on withholdings from a previous year and sought…read moreout Taylor and Company for assistance. As part of the contract we signed, we also agreed to have them file our taxes for this year. Laura, and the rest of the team at Taylor and Company, made things as easy as possible. Through their portal we uploaded the documents necessary for correction and filing. This portal accepted photographs and files making it easy to upload documents whether in paper or digital form. Since they needed our previous year's documents to correct our withholdings, there were places that we could simply click "same as previous year" or "already on file" when submitting our current year taxes. Have I mentioned how easy this was? It took roughly around 24 hours after submitting on the portal to get our taxes filed. Shortly after we had our state refund. The cost for filing our taxes is definitely not cheap. It is the most we have ever paid (we've always done those free tax services). But the ease, efficiency and speed of doing it with Taylor and Company definitely felt worth it to us.

    From the owner: We provide tax preparation and planning, comprehensive accounting/bookkeeping, bill pay and payroll…read moreprocessing services to both individuals and businesses. We are trusted business advisors and consultants and serve many clients as their virtual CFO. One way we are different than most CPAs is that our prices are based on a fixed price agreement so you know what you will pay before your service begins. There is no meter running! In an effort to assist our clients with cash flow management, we offer monthly payment terms as well as seasonal payment terms if your company's cash flow is stronger in one part of the year than another. We offer a service level guarantee so if you are not 100% delighted with the service you receive, we will refund your fee or accept a fee that you believe is fair. Contact us today to setup your free initial consultation.

    Balancing Act - businessconsulting - Updated May 2026

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