Business Details
15 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Balanced Bookkeeping & Tax has been delivering comprehensive accounting, bookkeeping, tax preparation, and financial planning services since 2011. Our team combines over 30 years of collective experience with a commitment to integrity, quality service, and ethical work practices. Our certified professionals hold bachelors degrees in accounting and business administration, are bonded and insured, and specialize in personalized financial solutions for businesses and individuals.We offer services including bank reconciliations, tax return preparation, LLC formation, payroll tax setup, and QuickBooks assistance. Located in Knoxville, TN, we prioritize free consultations and client-focused support to help businesses achieve long-term financial success.
Services
Bookkeeping
Tax Preparation
Financial Projections
LLC Formation
Payroll Tax Setup
QuickBooks Assistance
Details
- Year established: 2011
Highlights and features
- We combine over 30 years of experience in accounting and tax services.
- Our team includes certified tax preparers and QuickBooks Pro Advisors.
- We offer personalized service tailored to each client's unique needs.
- Free consultations and transparent pricing for all services.
- Proven track record of helping businesses achieve financial success.
What people say
Best in the business
Knowledgeable and responsive
Transparent and communicative
Affordable rates
Highly recommend
Services
Bookkeeping
We manage daily bookkeeping tasks, including transaction categorization, bank reconciliations, and financial statement reviews. Our experts ensure accurate records for informed business decisions. Services include AP management and cleanup of prior-year books.
Tax Preparation
Our certified professionals handle tax return preparation, multi-state filings, and tax planning strategies. We minimize liabilities and maximize cash flow through personalized planning and amended return services for individuals and businesses.
LLC Formation
We assist with LLC formation, S-Corp elections, and Secretary of State filings. Our services ensure proper legal structure and compliance for new businesses, including work comp audits and 1099 preparation.
Payroll Tax Setup
We establish payroll tax accounts and manage filings to ensure compliance. Our team handles payroll processing, human resources support, and timely payment of employee taxes and benefits.
QuickBooks Assistance
Our QuickBooks Pro Advisors provide software setup, training, and troubleshooting. We optimize accounting systems for efficient financial management, ensuring seamless integration with your business operations.
People
Roger Nicosia
Founder & CEO
Certified tax preparer with 14+ years of experience. Former realtor turned accountant, holding a Bachelor's in Accounting from Cal State Fullerton. Specializes in tax planning and audit-focused bookkeeping.
Tina Nicosia
Founder & President
Seasoned bookkeeper with 30+ years of experience. Expert in payroll services, HR, and QuickBooks. Co-founded Balanced Bookkeeping & Tax in 2011 to provide integrated financial solutions.
Anie Stapp
Bookkeeper
Joined in 2024 with expertise in collections and accounts payable. Skilled in resolving balances and adapting to client needs. Detail-oriented professional managing multiple company books simultaneously.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, financial projections, LLC formation, payroll tax setup, and QuickBooks assistance for businesses and individuals.
Are your accountants certified?
Yes, our team includes Certified Tax Preparers and QuickBooks Pro Advisors with bachelor’s degrees in accounting and business administration.
How do you handle multi-state tax filings?
We prepare and file out-of-state and multi-state tax returns, ensuring compliance across jurisdictions while optimizing your tax strategy.
Do you offer free consultations?
Yes, we provide free initial consultations to discuss your financial needs and recommend tailored solutions for your business.
What areas do you serve?
We primarily serve Knoxville, TN, with clients across California, including Chino and Yorba Linda, and remote services nationwide.
