Balance Point Tax and Accounting: Your Trusted Advisors in Oregon and Nationwide
Balance Point Tax & Accounting, with offices in Redmond and Bend, Oregon, provides accounting, tax, and bookkeeping services, but their reach extends nationwide, serving a diverse client base remotely. They focus on partnering with small businesses to maximize their success, offering tailored solutions and a blend of professionalism and personal touch. Balance Point aims to free up business owners’ time by handling the numbers, allowing them to focus on their core operations.
Balance Point offers bookkeeping and payroll services, tax planning and preparation, and business growth strategies. They emphasize understanding each business’s unique needs and providing actionable insights for growth. Client testimonials highlight their friendly, accommodating, and responsive service, as well as their reasonable prices and knowledgeable answers to tax and accounting questions.
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Gail “Gailileo” Leopold
8 months agoHigh 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!
Christopher Primley
11 months agoI'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
Don
8 months agoMy 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.
Christopher Schmidt
a year agoBalance 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.
Justin Zeulner
a year agoMarilyn and the Balance Point Tax and Accounting team are the best in the business. I run a consulting business headquartered in Portland, Oregon and Marilyn supports our bookkeeping, payroll, and all the complexities of taxes that we face being an Oregon (and Portland) business. We would be lost without her support! I'm proud to have Balance Point Tax and Accounting as a partner in doing business.