Perfect Balance Bookkeeping & Tax Services

Lyndi Williams

Sep 17, 2024on

Mary answered every question I had before I knew I had it. 10 out of 10 would highly recommend! My husband and I are customers for life!

Adaline Bebo

Jul 6, 2024on

This is my third year of tax prep and it is an amazing online service with easy to follow instructions for submitting secure documents! Grateful to have Mary Stefano for my tax needs!

Will Binns

Apr 12, 2024on

Mary has been taking care of my taxes for several years now. She was able to take care of some complex scenarios in my taxes. She advised me on how to maximize my legitimate deductions and save me a significant amount of money. I am always confident in the quality and accuracy of my returns. Her systems make it easy to collect my documentation and upload it to her securely. This makes the process easy and efficient.

Imani Etherly

Apr 7, 2024on

Mary Stefano was extremely helpful and made sure I got everything done. Her turnaround time was fast and she was such a sweet person. Would most definitely recommend! Positive Responsiveness, Quality, Professionalism

Cheryl Havlik

Apr 7, 2024on

Thank you , Mary, for your prompt and professional service!! I really appreciate it!!

Rachel Stark

Mar 26, 2024on

I find comfort in knowing that my taxes are handled by a professional who keeps my personal information safe and secure. Mary is thorough, easy to work with, and quick to respond to any questions.

Julie Grannel

Nov 7, 2023on

I can not possibly say enough positive things about Mary. She cleaned up quite a mess with our taxes from the past several years with patience, efficiency and most importantly kindness. I cant imagine trusting anyone else with something that is so stressful to the rest of us mere mortals : ). Thank you Mary!!!

jessica killen

Nov 7, 2023on

This was our second year using their services - no issues with last years return, no IRS letters - it was all perfect. Super responsive, great service!

Cory Huffman

Nov 7, 2023on

great booking services, Mary is super responsive and always on the ball. I would highly recommend her book keeping and tax service

Carolynn Schwartz

Nov 7, 2023on

Perfect Balance has been preparing my tax returns for ten years now. They are very easy to work with, answer questions willingly and knowledgeably. They are a pleasure to work with. I will be using them again next year.

Justin Richardson

Nov 7, 2023on

Absolutely amazing and low stress Tax and Buisness planning assistance. Very kind and comprehensive service that isnt badgering for stuff at akward times. I had a death in the family and some other tragedy and Mary was flexible and great and I cant say thanks enough.!!! I will be continuing my services with he and the company.

Stephanie Dye

Apr 5, 2023on

Tax season can be stressful for so many, myself included but Mary at Perfect Balance Bookkeeping takes all my stress away! She is very responsive, answers all my questions and the platform she uses is very user friendly! I love that I get to work with someone so great during this time and that I get to support local business! It's a win/win during tax season and who doesn't like winning during tax season! I highly recommend Perfect Balance Bookkeeping & Tax Services!