Balanced Bookkeeping & Tax

At Balanced Bookkeeping & Tax, Inc., we pride ourselves on providing top-notch accounting, bookkeeping, payroll, tax preparation, and tax planning services to businesses and individuals. With over 30 years of combined experience, our team of experts is dedicated to delivering personalized service to help our clients achieve continued financial success.

Our Story

Founded in 2011, Balanced Bookkeeping & Tax, Inc. is a family-owned and operated business that has been helping clients achieve their financial goals. Our team, comprising Roger Nicosia, CEO, and Tina Nicosia, President, has built a reputation for providing reliable, trustworthy, and expert bookkeeping and tax services.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their goals. Our services include:

Bookkeeping

• Daily bookkeeping functions
• A/R & A/P management
• Categorization and recording transactions
• Bank account reconciliation
• Credit card reconciliation
• Financial statements
• Financial projections

Payroll

• Payroll processing
• Payroll tax payment processing
• Quarterly and annual payroll tax reporting
• Annual employee W-2s

Human Resources

• Selecting and administering benefit plans
• Payroll processing
• Direct deposit
• Employee W-2s

Tax Preparation & Planning

• Tax planning and preparation
• Strategies to minimize tax liabilities and maximize cash flow
• Cash flow forecasting
• Budgeting services

Why Choose Us?

At Balanced Bookkeeping & Tax, Inc., we understand the importance of having a trusted partner helping you manage your financial affairs. With our expertise, you can rest assured that your financial obligations are in good hands. Our team is dedicated to providing exceptional service, ensuring that you can focus on what matters most - growing your business.

Testimonials

• "Absolutely the best in the business. Couldn't be happier with the quality, effort, responsiveness, trust, and genuine care that comes with everything they provide at Balanced Bookkeeping and Tax!" - Jason J
• "Roger and Tina help take the difficult bookkeeping out of my hands and allow me to focus on running and growing my business!" - Kareem Audaya
• "Roger and Tina are very friendly and knowledgeable. They helped me understand everything and were very transparent and communicative. Their services are reasonable and affordable." - Kyle

Get Started

Contact us today to schedule a consultation and discover how our expert services can help you achieve your financial goals.