Your Path to Financial Success.
About Our Firm
Well Balanced Financial Services, Inc. is a renowned accounting, tax, and payroll firm serving clients throughout the United States. Founded by Carroll Dannettell in 2008, our firm has built a reputation for providing customized and comprehensive financial guidance to individuals and businesses. We combine expertise, experience, and a genuine commitment to client success to deliver unparalleled financial solutions.
Our Mission
Our mission is to empower clients to achieve financial stability and pursue their financial goals. We achieve this by:
- Providing personalized guidance and tailored solutions
- Employing seasoned professionals with deep industry knowledge
- Establishing open communication and transparency throughout the process
- Maintaining the highest ethical and professional standards
Our Team
Our team of experienced professionals brings diverse backgrounds and expertise to the table. Led by Carroll Dannettell, a seasoned tax professional with over 20 years in the field, we have also welcomed Thom Norlund, a renowned business consultant, and Ruth Keck, a payroll specialist. Together, we provide comprehensive expertise in:
- Accounting services
- Tax preparation and planning
- Payroll management
- Business consulting
- Financial planning and analysis
Our Services
At Well Balanced Financial Services, we offer a comprehensive range of services designed to meet your individual needs. Our offerings include:
Individual Services
- Tax preparation and filing
- Tax planning and consulting
- Financial planning and budgeting
- Retirement planning
- Estate planning
Business Services
- Accounting and bookkeeping
- Tax compliance and planning
- Payroll management
- Business consulting
- Financial statement analysis
- Business valuation
Our Commitment
We are dedicated to:
- Providing personalized attention and responsive communication
- Building long-term relationships with clients
- Delivering exceptional results through data-driven insights
- Staying updated with the latest financial trends and regulations
- Maintaining the highest ethical standards and confidentiality
Overall Satisfaction
The reviewers are extremely satisfied with the services provided by Well Balanced Financial Services. The rating is consistently high across all reviews, with a perfect score of 5 stars.
Service Excellence
The reviewers praise the exceptional service provided by Carroll and her team. They highlight the firm's professionalism, attention to detail, and commitment to ensuring clients receive the best possible outcome. The reviewers appreciate the personal touch, with one reviewer commenting that Carroll makes filing taxes "fun."
Expertise and Knowledge
The reviewers consistently emphasize the firm's expertise and knowledge in tax preparation and resolution. They appreciate Carroll's extensive understanding of tax laws, allowing her to find errors and optimize clients' financial situations.
Customer Service
The reviewers praise the exceptional customer service provided by Carroll and her team. They appreciate the friendly and timely communication, with one reviewer commenting on the feeling of being "family" when working with the firm.
Value for Money
The reviewers find the cost of services to be reasonable, especially considering the quality of service provided. Some reviewers have even experienced significant refunds as a result of working with the firm.
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