Financial Balance LLC

Tax preparation service in Aloha, OR (show on map)

2.3

★★☆☆☆

3 reviews

Full-service accounting and tax preparation business focusing on small business and individual needs.

Call (503) 314-9562

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About

Financial Balance LLC is a full-service accounting and tax preparation business focusing on small business and individual needs. We offer a broad range of services that are customized for exactly what you require, working outside the box to bring you an individualized service no matter how big or small your needs.

We provide completely contact-free services for clients to help mitigate the effects of COVID-19, with secure document submission available via our Document Portal. In-person visits are also available for those clients unable to get to the office.

Customized services for exactly what you require

Working outside the box to bring individualized service

Completely contact-free services available

Secure document portal for remote submissions

Services

Tax Preparation & Planning

Professional tax preparation and planning services for individuals and businesses.

Payroll Services

Payroll processing and management services for businesses.

Bookkeeping/Set-Up

Bookkeeping services and initial setup of accounting systems.

Financial Statements

Preparation and review of financial statements.

Business Consulting

Consulting services to help businesses with financial and operational decisions.

Tax Agency Representation

Representation services for tax agency matters and audits.

Reviews

Rating

2.3

★★☆☆☆

Reviews

Frequently Asked Questions

What documents do I need to provide for tax preparation? +

Please provide SS card (or copies) IF: You have dependents, You claim education credits, You claim Earned Income credit. Please bring final paystub or payroll report IF: You received overtime, You received tips.

Do you offer contact-free services? +

Yes, Financial Balance LLC provides completely contact-free services for clients to help mitigate the effects of COVID-19.

How can I submit documents securely? +

Secure document submission to and from Financial Balance LLC is available on our 'Document Portal' page.

Are in-person visits available? +

Yes, in-person visits are available for those clients unable to get to the office.

What are your office hours? +

Monday - Friday: 9am - 5pm, Saturday: By appointment, Sunday: Closed