Find a Bookkeeper in Yorba Linda

Hello, I'm a CPA with a goal of giving small businesses the Advantages of having a finance department that larger companies benefit from, including accounting, taxes, payroll and tax planning. With CFO oversight, you'll get the benefits of a highly efficient finance team and CPA experience for your business at a fraction of the cost. Think of us as you fully functioning finance department that will seem like we're down the hall.

Balanced Bookkeeping & Tax has been providing quality accounting, bookkeeping, payroll, tax preparation and financial planning services to businesses and individuals in Orange County California since 2011. By combining our team’s more than 25 years’ experience with higher standards, quality service, integrity and strong work ethics, we ensure that our clients receive personalized service to assist them in achieving continued financial success.

My wife and I run a small boutique tax firm, specializing in small business and real estate taxation. Our services are offered virtually, so you can access our client portal or email us from anywhere. We offer tax return preparation services, monthly, quarterly, or clean up bookkeeping, tax consulting, and 2nd Opinion services if you just need someone to take a look at returns that you prepared yourself.

We have over 30 years of experience in accounting and tax, including 10 years working with a Big 4 accounting firm. We specialize in high wealth individuals, partnership, corporate - multi state tax returns. We provide services in bookkeeping, payroll, workers compensation reporting, setting up legal entities, DBA's, Public Notary, tax audits, response to notices from tax agencies, business consulting and much more.

Provide Bookkeeping, Payroll, Business and Personal Taxes.