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Balance Bookkeeping ,Tax, and Notary

Balance Bookkeeping ,Tax, and Notary

Reviews Summary

Most reviews praise the professional, friendly, and knowledgeable staff, with many highlighting excellent customer service, reasonable prices, and efficient handling of taxes and documents. Positive experiences often mention long-term satisfaction and recommendations. However, negative reviews cite issues like long wait times despite appointments, unprofessional behavior, high fees, and unreliable scheduling, particularly with notary services. The overall sentiment leans positive, but consistency in service quality and punctuality could improve.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation

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
Business Consulting
Payroll
Tax Preparation

Contact Information

Address

2344 Arden Wy

Sacramento, California 95825

Visit Website Call Now Get Directions

Hours

Sunday 9AM-5PM
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

This guy goes easy with you until you need him in a serious situation and he will show you his true colors . Don't be deceived by his holy verses that he's showing in his office.he's all about your $$$. The ladies who work with him are okay. Good luck

Great customer service if you're filling your taxes get an appointment walking also welcome

Really friendly and polite staff specially Sana and emaan comparing to others their fees are very reasonable

Great customer service and experts I recommend this place for your business .

A very Professional and Respectful staff!

If you have an appointment, everything will be smooth and fast, the only delay that may happen, is because some clients come without appointments. But for accuracy and high skills, they are at the top class. Thank you guys!

The Notary shows up whenever they feel like it apparently. We showed up after 9am during business hours. We were told "around" what time the notary usually shows up. There website makes no mention of their notary hours being different than their business hours.

Great team to work with , starting from Ayman and Sahar. Very thorough with their explanation, and very professional in filling applications. They are gracious and patient and they always follow up with their clients . I recommend them to friends and family.

Worst Tax guy I've had in years. He didn't ask me any questions whatsoever. He literally convinced me that the low amount I'm getting is right because I'm making more money now. I'm only making $2 more an hour. I left my work to go see him which was an appointment and I get to see him after an hour and a half because he wants to help his friend before me. He honestly seems like he doesn't like his job and he is super lazy about it too. I'm super upset with the $250 total I got in my tax return. People I kno

I didn't have an appointment today but everyone was so nice and helpful and I was able to get my paperwork day of.

Very nice customer services Owner is the more professional and helper He knows what he is doing Amazing services I recommended this office to all my friend

The manager is professional and friendly and he knows very well what he is doing- the customer service is always fantastic.

Aymen"The owner" is a respectful, honest, and tax educated guy, I've been doing my taxex in his office for 3 years now. I recomend doing tour taxes there. I will get back here again next year for my tax paperwork. Thank you

Good customer service All the staff are very friendly and helpful, the manager is always cooperative and has a lot of experience. Thank you so much ..

Thanks for the great service, best and professional service will see you soon...

For 7 years I get my taxes done here. Reasonable prices and nice ppl

Best service and professional work Taxes and any documents you need . High recommend it

They give u appointment but when u go there u have to wait for hours

The best service in city. Super professional. He goes beyond his industry and does everything for city. Thanks.

After I've made an appointment with ayman he didn't show up then They stopped answering the phone .

Very professional and friendly staff, good environment, and reasonable price.

Friendly stuff . Easy to understand what u need Thank you Mr Ayman

This place is the worst place I have ever been too. They give u appointment but when u go there u have to wait for hours. This place sucks. Hate them

Very professional and friendly, this is my third year in a row.

Amazing prices the best service I experienced in Sacramento

You can get a full service in this office, Just name what you want and they have it

Very disappointed , I'll never file tax here anymore! Not professional at all.....

Good customer service fast and convenient like it

The best place to do your Taxes,Payrolls, Immigrations,Translations, Book keeping, and Notary.

Best and honest service

Best service and professional.

Very professional and friendly!

Charged too much money for a single person.

Best service and professional.

A very sophisticated person

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.

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