Balance Point Tax & Accounting LLC

I've had the great pleasure of working with Balance Point for all of my bookkeeping needs for my dental practice, Caldera Dental Group. Balance Point has far exceeded my expectations, and has executed at a level of proficiency and professionalism that is exceedingly hard to find. The entire team is incredibly communicative, well-informed, and more importantly - dedicated to helping you and your business succeed. I highly recommend working with Marilyn and the entire Balance Point team. They are fantastic! - Dr. Primley

My wife and I work with Marilyn. She is always responsive to any request we have. Over the past couple years we have had life events with financial consequences. Marilyn was always available to provide us with information that helped us make a decision. I’d recommend Balance Pount Tax to anyone wanting professional and quick care with your tax needs.

High marks for Marilyn Blair and her team. I've used her services for the past 4 years. She has always been super responsive, competent and friendly and accessible. I have had over a dozen years working in the tax and accounting world and appreciate the expertise and professionalism that I find at Balance Point Tax & Accounting!

Balance Point Tax & Accounting offers a paperless, user-friendly platform that makes tax filing easy, detailed, and thorough. The team is friendly and quick to address any questions or concerns. Despite the digital approach, their service maintains a personal touch. With Balance Point, taxes are filed quickly and accurately, maximizing refunds while ensuring compliance. Highly recommended for hassle-free tax filing.

I started using Balance Point at a very fragile time for my business. I was previously stuck with a bookkeeping/ accounting system that kept me blind to my financial performance of my company (even after endless hours of effort). Making profit for my company only a fantasy in my dreams. I was dealing with payroll issue after payroll issue, going through multiple acclaimed payroll companies that promised to make my life easier but ultimately only made me feel like a number and caused my business hardship from misfiling taxes to messing up payroll cycles. I have been with Balance Point for almost a year and they were able to get my financials back on track for the first time since starting my business and we are starting to see consistent profit month over month. The monthly finical meetings really made me feel like I had a team for the first time dedicated to working towards my businesses goals. Their insights into programs like the ERC and general Business Tax knowledge made me feel confident I was make the best decisions for my company. Their in-house Payroll made me feel secure by knowing I was only a call or an email away from fixing a mistake or running a last check on the fly. I would highly recommend Marilyn and her team whether your a small business start up like me or an existing business in the area looking for these kinds of services.