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    TechTax n Books

    5.0 (1 review)
    Closed 2:00 pm - 6:00 PM

    Services - TechTax n Books

    Accountants

    Bookkeepers

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - TechTax n Books

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    6 years ago

    They took the time to answer a few tax questions I had for free. I would absolutely return for services in the future.

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    Essential Numbers Accounting

    Essential Numbers Accounting

    (2 reviews)

    I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

    As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

    Balance and Benefits - Are you feeling overwhelmed? We can help, contact us today!

    Balance and Benefits

    (1 review)

    Excellent Service! We are a newly formed Non-profit, the team at Balance and Benefits had…read moretremendous patience as we worked to get our books in order. Plus they were able to review our policies and procedures and help us fine tune our business processes and gave us a ton of helpful tips and pointed us to resources we didn't know existed, they went above and beyond our expectations. Highly Recommend!

    From the owner: With over 20 years of experience in business management, financial operations, and sales strategy,…read moreWe specialize in helping businesses streamline their finances and optimize operations. Our expertise spans bookkeeping, human resources, financial analytics, and compliance, ensuring that companies not only stay organized but also maximize profitability. In today's rapidly evolving digital economy, We help businesses navigate financial management using cutting-edge AI tools, automation, and data-driven insights. From optimizing bookkeeping processes to integrating AI-powered financial solutions, We ensure our clients stay ahead of the curve. Additionally, with the rise of digital currencies and blockchain technology, We assist businesses in understanding and preparing for the financial shifts that will shape the future economy. Having worked in executive roles managing budgets, overseeing HR compliance, and leading sales teams, we understand the challenges business owners face in maintaining financial clarity while growing their companies. Whether it's managing payroll, financial reporting, compliance, or operational workflows, our goal is to empower businesses with the tools and insights they need to succeed in an increasingly digital world.

    TechTax n Books - accountants - Updated May 2026

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