Balsitis Document Services
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Quail Valley, CA
About
I'm not just a tax preparer, I'm also a real estate agent and a notary.
I like helping people to prepare their taxes or find a home.
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
Interview what their tax situation is.
What education and/or training do you have that relates to your work?
BA CSUFullerton Psychology
AA Paralegal Santa Ana College
AA Accounting Santa Ana College
Do you have a standard pricing system for your services? If so, please share the details here.
$150 for basic 1040 and $75 each additional Schedule.
How did you get started in this business?
I have worked for most of the major tax firms and have decided to go into business for myself.
What types of customers have you worked with?
Mostly individual.
Describe a recent event you are fond of.
My daughter graduated high school in 2022 and started college at CSU Fullerton.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you bring all your documents.
What questions should customers think through before talking to pros about their needs?
What their tax situation is and what that is going to entail.
Services offered
Notary
Individual Tax Preparation
Business Tax Preparation