Balance Point Tax & Accounting LLC

Gail “Gailileo” Leopold

Oct 25, 2024on

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!

Don

Oct 24, 2024on

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.

Eric Farm

Oct 23, 2024on

Marilyn and her team are very attentive to our accounting needs. I highly recommend them if you need accounting services!

Joshua Russell

Oct 7, 2024on

Excellent metrics and customized reports that really helped me understand our P/L in a way I never did before. Thanks!

Christopher Primley

Jul 11, 2024on

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

Sue Studwell

Apr 14, 2024on

We are very happy with Balance Point. Our taxes are done swiftly and questions answered in a timely manner. Thank you Marilyn for another year of great service!

Justin Zeulner

Apr 7, 2024on

Marilyn 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! Im proud to have Balance Point Tax and Accounting as a partner in doing business.

Frank Koster

Apr 7, 2024on

Balance Point Tax & Accounting has always been professional, efficient, and caring in taking care of my accounting and tax needs over the years that Ive used them.