1. The Balance Sheet

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Scottsdale, AZ

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The Balance Sheet

5.0 (2 reviews)
Open • 9:00 am - 5:00 pm

Services - The Balance Sheet

Accountants

Payroll services

Audit and conflict resolution support

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7 months ago

Jeff has done my tax return for the 3rd year. Very satisfied. The location is very convenient.

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14 years ago

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Scottsdale CPAS, PLLC - Darren Roberts, CPA |  Managing Partner

Scottsdale CPAS, PLLC

(41 reviews)

I came to Scottsdale CPAs when my previous CPA came to their organization. My CPA retired and this…read moreoffice has taken care of me ever since. Darren first met me a few years back and met me on short notice when I needed something. When he saw what I was doing at my new business in 2016 he recognized I needed a planning session. In that session he made me realize I had to pay myself per IRS guidelines. Even though I was not actually profiting (putting money in my pocket) on paper I was. Fast forward to COVID19 and the PPP program...because I was paying myself a salary, no matter how small it was. I was able to get a portion of my PPP forgiven for my pay. Other's with the same franchise as I have, did not pay themselves and therefore 1) are not following IRS guidelines and 2) missed out on PPP and unemployment. This season I took a weekend and locked myself at a hotel to focus on cleaning up my taxes. It was a holiday weekend as well. I messaged Blake not expecting to necessarily hear anything until Tuesday. He responded within minutes to my email. We had some back and forth over how to enter EIDL, PPP, and even a grant from the city and county. All on a Saturday over a holiday weekend. What commitment. They get it that I am a small business guy that is stressed out. I think you get the idea. They are a solid 5-star company!

Blake Koolick and his team are easy to work with, communicate efficiently, and had our moderately…read morecomplicated tax situation handled quickly. Highly recommended, especially if you prefer all-digital communications (as we did).

The Balance Sheet - accountants - Updated October 2026

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