Absolutely wonderful CPA, really helped us when we needed it and were in a time crunch to buy a…read morehouse. Personable, pleasant, and really knows her stuff. Highly recommended. A++++

Incredibly disorganized, filed our taxes late despite getting our info in January, over paid my…read moretaxes, and never gave us the completed copy of our return despite being asked multiple times.

Very unprofessional Costs me a lot of money…read moreTaxes promised for months and never done

We had contacted the accounting firm to handle our taxes for the 2021 fiscal year…read more The team was courteous, however there were repeated lapses in communication. When questions about filing taxes persisted past the filing date, I inquired about my status, since that would normally indicate an issue. The firm claimed that they had obtained an extension so there was nothing to worry about. However I just received a notice from the IRS that my taxes were both filed late and have not been paid. This notice includes thousands of dollars in penalties. This is unacceptable and contradicts both written and verbal communication from the firm. This is literally what you have accountants to prevent. I would suggest looking elsewhere.

I needed a bookkeeper for my small business law practice. I contacted Balance Bookkeeping and Alex…read morepromptly responded. Alex is friendly, engaging, and knowledgeable. She was able to confidently answer all my questions and provided me with a basic lesson in small business taxes. She also provided me with additional resources and referrals to help me resolve other business issues. Her advice and counsel eased my anxiety and guided me onto the correct path. I highly recommend her services.

From the owner: Balance Bookkeeping is here to help keep life in balance…read more Small business and non-profit expense tracking, bank reconciliation, sales data entry, QuickBooks, financial statements and business consulting.

Ej was effective at evaluating our needs. She understands the special needs of our business…read more(insurance) from a financial stand point. Ej was supportive and informative when reconfiguring our Quick Books.

Just finishing my 2013 return with this firm. The whole experience has been exhausting. Let me…read moresay first that I've had my taxes done, including Schedule C for self-employment, Schedule A itemized deductions, wages/salaries and rental property income for the past 15 years with one preparer in Marysville, WA & one preparer in MD. This has been the worst experience ever. While most tax preparers have new clients sit down to go over your situation and ask questions that will inform their document requests of you, this firm did not do so. Even when I used a preparer before, they would sit down with me each year. As a result, many of the documents that I submitted (organized with spreadsheets) were missed, duplicated or misrepresented on my State and Federal filing. Also note that the tax preparer is NOT located here in WA but in UTAH. The accounting portion of the firm is in Seattle but the tax prep is not. This led to a lot of back and forth only to find out that he doesn't see any of the source documents: they are entered here at the office by non-tax preparers. That's where the first snag came. Many more snags followed which resulted in me going over and putting every deduction and expense into categories on my own separate spreadsheet so that each could be appropriately applied. Overall, I spent about 8 hours of my own time dealing with their mistakes. (This won't be the case this year because I am now using Quick Books). When all was said and done, they did not ever ask if I wanted to e-file or hard file. This was important because I was on a time crunch and was receiving a State refund but owed on Federal. They assumed that a check sent via snail mail from the State was ok by me (why is this EVER ok in anyone's mind? refunds can take 2-3 months). The account info and signature gathering took additional time my husband and I didn't have. Overall, I absolutely would not recommend tax preparation from this company. I cannot speak to their accounting but their categorizing of my expenses on my P&l was wrong so that may be a hint.

They helped me open my new business and they guided me every step from registering a business…read morelicense to open the business bank and find the right tax structure for my new business.Worth every penny. I highly recommend this service.

From the owner: At Thanh Dat, we handle your tax, business planning, and accounting needs from A to Z, so you can…read morefocus on what matters most—growing your business. Let us manage your tax and accounting details, while you concentrate on success. Book now on our website.