Bal & Associates, CPA Inc.

Bal & Associates, CPA Inc.

Reviews Summary

Consensus: Clients consistently praise the firm for its exceptional professionalism, deep expertise, and outstanding customer service. The team is highly responsive, approachable, and knowledgeable, providing thorough tax planning, accounting, and payroll services. Many highlight the stress-free experience, timely filings, and valuable advice that reduces tax burdens. Long-term clients appreciate the personal attention, reliability, and seamless handling of complex financial needs. The firm is widely recommended for its efficiency, accuracy, and friendly yet professional approach, making it a trusted partner for both business and personal finances.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
International Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Multi-state Experience

Contact Information

Address

5800 Stanford Ranch Rd #710

Rocklin, California 95765

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Bal and Associates have proven invaluable to both my business and personal finances. Mr. Bal is highly competent and straightforward. He listens attentively, reflects thoughtfully on our discussions, and consistently provides comprehensive information. His professionalism and honesty are unparalleled, making him a trusted advisor whom I confidently recommend to all my colleagues. I have complete peace of mind knowing that my financial matters are in capable hands with Mr. Bal and his team.

I have been using Baljit and his team for years. Does great work and gets you documents when time is of the essence. Highly recommend him and his team!

Bal & associates firm has been helping us from past few years taking care of our business and personal taxes.Mr Baljit is diligent and does his work meticulously. My husband and I run few dental offices and without Mr Baljit in picture, it would not be possible to run all this smoothly. He answers all ur queries promptly and personally makes sure that everything is being done properly and in timely manner. I would highly recommend anyone who is looking for a five star service for taking care of their financ

Very happy with the service from Bal and associates for the last 5 years. They are extremely efficient and professional. Last year they filed my taxes within 24 hours of my documents submission. Reasonable pricing. The returns are always accurate. Thank you for your services.

I have been a client of Bal & Associates for over 4 years for both my taxation and payroll services for my corporation and personal taxes. Mr. Bal and his staff are friendly, approachable, intelligent and very professional. Their advice had helped reduce my tax burden and stress!! Highly recommend them.

Bal and Associates have been helping me with my accounting and tax returns for the past 2 years and I had a thoroughly positive experience with them. Baljit Bal is very friendly, professional and knowledgeable.The. Baljit and his team is always responsive , kind and thorough. Highly recommended

Have been with this firm since I started my first business. I usually don?t write reviews but this one is well deserved. Mr. Baljit and his team have been above and beyond on every aspect. Always reachable, quick response and ready to help. It?s a one stop shop. Accounting P&L Payroll and much more. Have recommended many other Dentist and they all have thanked me for guiding them to the right team. Thank you guys for everything!

The Best CPA firm in the state. Mr. Baljit and his entire team has tremendous experience and knowledge about their business. They constantly monitor and update the books and spend time with their clients to discuss their accounts. I needed my P&L and balance sheet to secure a last minute financing for some end of year equipment purchases. Despite of last minute request during this busy year end time, Adil accommodated my need within few hours and I was able to close my equipment purchase. HIGHLY RECOMMEND

I would start this review by saying Thank You to Mr.Baljeet for always having my back for last 8 years.He is a very special person.He always have time to answer your questions,RIGHT AWAY. He has wealth of knowledge and very professional. I have recommended him to lots of my friends in the past and they all are very pleased too.THANK YOU GUYS.

Mr. Baljit Bal leads an exemplary firm with the very best in customer service. He is always so prompt with his helpful advice and keeps us on track with taxation needs so we can focus on growing our business. Thanks Mr. Bal!!

I have been working with Bal and team for 5+ years. They have been great in helping me navigate complex tax returns for my business and personal. Highly recommended

I recommend Mr Bal accounting for their helpful assistance in managing year-end taxes, effective tax planning, and expertise in navigating legal ways to defer taxes. Their services have been invaluable in maintaining financial compliance and optimizing tax strategies.

Mr. Bal, CPA with this firm is a very good and knowledgeable person for his field. Staff is very helpful and keep everything in order for my business. Have recommended him to friends and extended family for their accounting needs.

I have been a client for over 9 years with Bal and Associates now , they are by far the best team i came across for my personal , business, accounting , payroll needs along with tax planning and in general guidance about the finances. I would highly recommend Bal and Associates .

I?ve been getting my taxes done by Baljit and his team for 4 years now. It has been nothing but outstanding work with professionalism and extreme detail from his team. Very happy to find him when I did!

I have known Baljit Bal for the last 5 years and when we first started I needed a lot of help from starting a corporation to setting up payrolls etc. He was always very calm and would always answer the phone for even my most lame questions. All these years since we have worked together I have gotten so comfortable that now his team manages all my books and does A to Z for my taxes. Very professional team. I wish them all the best and sure will recommend him to anyone looking for a good CPA.

We have been using the tax and accounting services for last 10 years and cannot be more happier. Highly recommended !! Mr Bal is very knowledgeable, and prompt in his response.

Have been working with Mr Bal for over 5 years. Great tax planning services. Highly recommended.

One of the best CPA you can get. Baljit has guided me through the journey of business ownership at each step. He has tought me the real meaning of paperwork. His office makes sure that you do not miss any deadlines and they keep calling until you do the needful. They are easily approachable on just one phone call, you do not have to book prior appointments. I got a good friend and a guide as a bonus. 5 stars all the way.

I know Baljit Bal for many years now as our kids did group dance (Bhangra) together. Once I found out Baljit is a CPA and have his own firm. I immediately switched my account to him. My BEST MOVE ever as I was really unhappy and unsatisfied with my previous firm from Sacramento. I share the same sentiment as other reviewers mentioned above that Mr. Bal is very approachable, knowledge ( masters in taxation shows when you see his tax returns), resourceful and above all ...very genuine and down to earth perso

I have been using their services for 5 years now. Extremely efficient team. They respond to your questions and requests in a timely manner. Having multiple businesses and loans means documentation requirements and deadlines imposed by the banks. They take care of it very efficiently and I don't have to think, worry or stress about those. They are easily approachable by email and phone. I am extremely happy with the service and will happily recommend them to everyone.

I got into this practice after the CPA introduced by one of business partners was not ready to file the tax return just one day before the deadline. I was very stressed about the situation and got introduced to Baljit Bak through a mutual connection and he thoroughly took care of me. Since then Baljit bhajee has been trusted advisor and taking care of everything to do with my taxes. Apart from being an extremely capable professional , Baljit has a empathy which goes missing from most people dealing with th

Best CPA firm ever. Very knowledgeable and highly recommended to all businesses. As a Business banking Manager, I go through hundreds of clients every week and I always call Baljit Bal, Roken and Ronak Bhatt for questions. They are always very helpful and do their best to help everyone. Very trustworthy and knowledgeable about client needs and how to help them. Thank you for everything you do to help your clients and community.

Baljit is amazing. He is very knowledgeable, always available for questions and above all a very genuine and pleasant person to deal with. Highly recommended!

For the last 3 years I am very happy and satisfied with the services provided by Bal and Associate , CPA , inc , Baljit is very professional , knowledgeable and friendly person and returns calls and handles all the issues in a very professional and timely manner. Apart from a very competitive CPA ,Baljit is very wonderful human being . I strongly recommend them if you are looking for accounting firm that you can trust.

My wife and I always stress out during tax season. The team at Bal & Associates made this year extremely easy on us as the process was seamless due to their expertise and professionalism. We will definitely be using them again for next years season, highly recommend!

I have been self employed for last 20 years and was using a local accountant. And i thought and i am getting best service from him. Then I met Baljit 3 years ago and that was a game changer for me. Baljit is a professional CPA and helped me with tax planning every year. I am never late in filing taxes since. Very knowledgeable..

I have been a client of Bal and associates since they opened 9 years ago. Baljeet is very professional and knowlegeable. I highly recommend him!

We have uses Mr BS Bal and his team for several years, highly recommended, very personable and approachable, quick to respond to even the toughest questions. Needless to say the beat accounting experience.

Our group has worked with Baljit Bal and Team for 10 Yrs? They bring a lot of knowledge and professionalism on the table We highly recommend to use them for your accounting needs.

When you have Mutiple business and looking for very knowledgeable firm, I would highly recommend Mr. Baljit & his associates. He is very knowledgeable & honest with his clients. If you have complex taxation issue and business's related planning I would highly recommend them. Dr. Devan Dalla

I have been in the medical field for over two decade now. The 5-Star reviews are well deserved here! They are very knowledgeable, professional, and reliable. They helped me transition from out of state into California and open my new clinic. I felt like I was given the time, attention to detail, and knowledge necessary for my new practice. I wish I could give more stars. In all, great service, use of information, and technology: all of which are excellent.

I start using this firm about four years ago. CPAs are knowledgeable and quick to respond. Have been happy with the service and the overall experience. They have knowledge and resources to do accounting in many industries. I will recommend them if anybody is considering switching their current CPA or just starting a new business.

I am very thankful to have you as my CPA. I have dealt with many CPA firms in the past. But Bal & Associates is the best one I have found so far. We are very grateful to have this firm as part of our team

They are very professional and diligent to their work, great team and I highly recommend them for all tax related services.

For the last 4 years I am very happy and satisfied with the services provided by Bal and Associate , CPA , inc , Baljit is very professional , knowledgeable and friendly and returns calls and answers very fast and always give you advises as need it , I strongly do recommend them

Greatest accountant. Respond quickly and take care of all my needs. Helpful with your taxes. Go seek their expertise and knowledge! ??

Very knowledgeable,professional and friendly Baljit Bal bhaji (cheerful handsome man) is always there to give advice when needed.

One of the best CPA i have met. Very Professional and Honest. Best thing is they always answer your phone. Baljit Bal is the best ????

I have been a client for the last 18 months. The professionalism and responsiveness are key attributes of this firm. The quality of work is bar none. Would highly recommend!!!

I am so excited to have you as my CPA! Most of the stress I had at tax time when I was doing the work myself is gone. You are a blessing. I am very thankful to have you as part of my team.

They do an awesome job with my accounting and payroll. I very highly recommend them. Everyone is very professional and friendly and they continue to exceed my expectations. I highly recommend them.

Great service! Easy to reach. Unlike most accountants Mr Bal is just a call away. Highly recommend!

Great CPA . Always available. You can call him anytime if you have a question. I could not have found a better accountant.

Very professional and knowledgeable team who goes above and beyond to help their clients! Highly recommend!!

Mr Bal is amazing Very knowledgeable, knows this stuff Very personable, always available Extremely happy with this group!

Excellent knowledge of the system and remains updated with rapid changes. Perfect combination of affordable and available. Overall, highly recommended!

Mr Bal has always been a great help. He is the best.

Incompetent and dishonest. What CPA, can't do a simple bank reconciliation? I'd go elsewhere if I were you.

Most approachable CPA I have ever worked with.

If Baljit can?t do it, it can?t be done, he is the best.

Promo resolution of your tax questions.

Best people with very good service.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.