Books In Balance
New
Offers online services
New
Offers online services
About
I've been doing this for 40 years. I started out going to client's places of business and have evolved into mostly online work.
I have a fully equipped office and offer monthly, quarterly and annual accounting services. I process payroll and file payroll tax returns.
I offer individual and small business tax preparation and filing.
Highlights
1 employee
46 years in business
Serves Tewksbury , MA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, S-Corp, Non-profit
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
I usually meet them and discuss their needs.
What education and/or training do you have that relates to your work?
Accounting degree.
Do you have a standard pricing system for your services? If so, please share the details here.
Hourly for accounting.
Set prices for tax returns depending on degree of complexity.
How did you get started in this business?
I started taxes by working for H&R Block back in 1977.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll