The Balance Sheet

Reviews

• LH

  Laura H

  Apr 12, 2025
  5.0
  Brad did an excellent job with a difficult tax return for a trust on short notice. It was a bit of an emergency situation at the last minute and too complicated to do on my own. I was impressed with his expertise and hard work for me. It was such a relief, I had no idea what to do and they handled it. Don't wait until the last minute if you have a choice, BTW. You might not get lucky like I did. I was very happy with their work and would definitely use them again!
• JR

  Jason Rotonda

  Mar 7, 2025
  5.0
  Kevin and his team are phenomenal! They saved us so much on our taxes. Very professional and helpful. We greatly appreciate their hard work and dedication.
• SW

  Stephen Wynne

  Jun 19, 2024
  5.0
  Kevin/ The Balance Sheet, is a very knowledgeable tax preparation service. He is very meticulous and thorough and able to parse the IRS codes with excellence and skill. Great service. Highly recommend!
• JT

  Jane Taylor

  Feb 24, 2023
  5.0
  Excellent taxes preparation. Kevin is very knowledgeable, thorough, professional. His services were worth every cent! I plan to continue using his services. Thank you!!
• FO

  Frank Ortega

  Mar 11, 2022
  4.0
  Great customer service and very knowledgeable, also able to complete same day.