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    Leo Financial Services

    3.0 (2 reviews)
    Closed 8:00 am - 5:00 pm

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    9 months ago

    Such a great service for my tax every year! Thank you for your excellent hard working!

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    Diem N.

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    2 years ago

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    Pro Balanced Bookkeeping & Tax Service

    Pro Balanced Bookkeeping & Tax Service

    5.0
    (2 reviews)

    I am currently helping my mom out with her bookkeeping. She owns a senior home care, in which she…read moreneeds a CPA and bookkeeper for. I'm a full time college student in multiple clubs and organizations, plus my part time job, so I'm not very knowledgeable on the matter. I've taken Quickbooks classes before, but I didn't really learn much. I learn more from hands-on experience. My mom has gone through a couple one-on-one sessions with a bookkeeper from this place before. My step dad has numerous senior home care in Reno, and he introduced Kelly to my mom after she started her own business. Since then, she's talked highly of Kelly regarding how accommodating and skillful she was. So she went ahead and set us an appointment. I asked Kelly countless of questions that I had, that the classes did not clarify. I learned so much... where to input certain receipts, efficient strategies, reconciliation reports, etc. I came out of that office confident as ever to take on my mom's bank statements. Due to the session being the third one, Kelly offered me her contact info for free help whenever I need it. Overall, great place for book keeping and tax services in Carson City. Located by the storage area on Fairview, nice interior and exterior environment. Price seems reasonable for the services provided.

    A couple of years ago, we lost our CPA & bookkeeper. My business uses QB Online. I called everyone…read morelocally and a few in Reno to find one who was familiar with the program. Not one business was willing. I cam across Pro-Balanced Bookkeeping and after a nice chat with Kelly, the owner, we agreed to a trial period. I had 3 years of taxes and books that needed to be 'cleaned up' before she could make heads or tails of what was going on. Oh My Gosh!!!! Kelly and her staff is wonderful. They worked and worked and worked. Within a short period of time my books were good to go and my taxes were current. Our business hasn't been easy for PB and staff, but they did it. I have established a wonderful relationship with them and would recommend them highly. they always great you with a smile, answer the phones and/or return calls right away, always helpful, are very honest and work for the client. You can't go wring with this group. I am moving to the east coast and will miss them deeply. It's nice to know an honest business and I love working with our local friends and neighbors. I will miss having them in our corner. Thank you Kelly, Nicki & Heather for all your hard work. Marci & Eric Mueller 4 Seasons Total Home Care

    Sitkoff & O'neil Accountancy

    Sitkoff & O'neil Accountancy

    5.0
    (4 reviews)

    My Dad has been having Matt O'Neill prepare his taxes for years. He says it is the best use of his…read moremoney to leave it all to a top-notch professional accountant. After I saw Dad sweating and straining every year (and getting audited the last time he prepared his own taxes) - I couldn't agree more. When I had a tax issue come up this year that was stressing me out to no end, Matt prepared my taxes and helped me with IRS questions and issues from a previous year's status. I can't recommend Mr. O'Neil, or this firm enough for their professionalism and integrity. They have a streamlined web-based new client input form, and create a hard copy take-home folder with your paperwork. You have the option for mail delivery or office pickup/drop off when it is time to sign your tax forms and render payment for their services. They have really expanded in the past few years, with office locations in Reno, Truckee, Tahoe City, and San Francisco. It's not hard to see why-from little issues to big ones, this is the accountancy firm to trust.

    We ended up working with Sitcoff about 7 years ago after having a HORRIBLE experience with another…read moreagency in town! What a blessing! Gab is a total gem and we would never trust anyone else with our taxes... personal or business! We've moved in and out of town several times and have made whatever arrangements necessary to continue working with Gab and Sitcoff Oneil! If you are looking for the best CPA in Truckee/Tahoe/Reno look no further!

    Leo Financial Services - accountants - Updated July 2026

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