The Balance Sheet

Reviews

• CE

  Cindy Esparza

  3 days ago
  5.0
  I found this place just passing by and never realized I had someone so close to do my taxes. The gentleman there was very professional and knowledgeable I will definitely be going back next year.
• SR

  Stevey Ray Gurule REALTOR

  3 days ago
  5.0
  We enjoy working with Kevin and his team. They are professional, knowledgeable, and always helpful with tax, financial planning, and business questions. Their pricing is reasonable, and we have confidently referred many people to The Balance Sheet.
• RB

  Richard Betti

  Mar 25, 2026
  5.0
  Kevin and his team are the gold standard in tax expertise. Long before the Balance Sheet was even a name, he was the go-to authority for complex tax matters. His leadership is exceptional, their knowledge is unmatched, and their ability to navigate even the trickiest situations inspires complete confidence. Simply put, when it comes to taxes, there is no team we trust more.
• AG

  Annisah Gianardi

  Mar 13, 2026
  5.0
  I had an accountant in California that I used for years and was struggling to find a replacement. After my first meeting with Kevin, it was clear that he is the accountant you want in your corner. He is incredibly responsive and takes the time to explain the why behind what he is doing. Highly recommend!
• KC

  Kellie Cowger

  Mar 7, 2026
  5.0
  I would give 100 Stars if I could!!! Kevin was SO incredibly kind and explained everything to us in a way that we could understand. He helped us see our taxes with multiple ways we could try it, doing everything he could to get us the BEST return!! On another note they had plenty of snacks, chips, candies, waters, etc! Beautiful space and amazing service. We will ABSOLUTELY be coming back!