Balance Transact LLC
About
Since our founding in 2015, our mission at The Balance Transact LLC has been to serve our clients with the right tools and knowledge to help them succeed. We are determined to extend the boundaries of our abilities, as we provide client support that is unequalled. Very simply, we treat our clients and associates like family. Don’t be shy to let us know of any concerns you may have. If there is ever a time, we may be of service to any of your friends, family or colleagues, please let us help. A referral is the greatest compliment you can give.
Again, thank you for choosing us...
We certainly appreciate the confidence that customers have in us and will strive to make our relationship pleasant and rewarding. We have great expertise to assist our clients with such an incredibly important and extremely personal task. It is our goal to provide the best tax and financial services at the most affordable price available! Communication is the key to any professional relationship.
Highlights
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Reviews
Jonathan P.
LaRecco R.
Jimmy R.
Frequently asked questions
What is your typical process for working with a new customer?
We are conducting client interviews over the phone or via zoom conference due to Covid-19. This is to ensure the safety and convenience between client and staff.
Clients are offered three methods to drop off and pick up tax documents:
1). Mail/USPS
2). Digitally/Online
3). In-Person: For In-Person, Please call to schedule an appointment to ensure we have a safe communication distance between client and staff. Clients will be asked to remain in their vehicle until his/her return is completed.
We are taking additional measures to ensure safe handling of documents: using protective gear and implementing sanitary guidelines.
What education and/or training do you have that relates to your work?
Master of Public Accountancy (Pending Enrolled Agent Certification 2021)