Balance Tax and Accounting

Balance Tax and Accounting is an Accountant in West Fargo, ND. The firm provides professional, timely, and reliable tax and accounting services to clients virtually and on location. Its tax preparation services include individual, business, partnership, and corporate tax return preparation, as well as gift and estate tax return preparation, estate and succession planning, and out-of-state returns. The firm also assists with business start-ups and offers extensive tax planning and education to help minimize tax liability. In addition to tax services, Balance Tax and Accounting delivers small business accounting and bookkeeping solutions. These services encompass bank reconciliation, general ledger cleanup, income statement and balance sheet generation, accounts payable and receivable management, payroll processing, and financial statement preparation. The firm works with clients to customize packages that may include special services such as payroll or strategic planning. It holds a rating of 5.00 based on customer reviews.

The firm was established in 2015 by partners Aimee Schwartzwalter and Jamie Passanante, who rebranded from their previous venture, Accounting 4 Success. Schwartzwalter, a Fargo native, graduated from North Dakota State University in December 2000 and became a CPA in 2001. She previously launched her own firm before partnering with Passanante. Passanante, raised in Hallock, MN, graduated from Concordia College in Moorhead in 2005 and has spent over 20 years working in both public and private accounting. Together, they lead a team focused on helping business owners thrive by balancing entrepreneurship with financial stability. The founders serve on boards for local organizations, including the New Life Center and BioGirls. The firm utilizes CountingWorks, Inc. as its technology platform to provide secure client services, including eSign, file sharing, and appointment setting.

Balance Tax and Accounting is known for its high customer satisfaction, reflected in its 5.00 rating. The firm’s approach emphasizes taking the burden of accounting off business owners so they can focus on growth. By handling complex tax codes and financial compliance, the firm helps clients avoid errors and maximize after-tax returns. Its experienced team is proficient with major accounting software programs and works to maintain order in internal financial systems. The firm serves clients in Fargo and the surrounding area, providing comprehensive support from compliance and tax filings to strategic planning and business advisory.

BizScoreAI awards Balance Tax and Accounting an On-Page score of 83 out of 100, which ensures page titles, headings, and descriptions align with customer searches. The firm also achieves an Authority score of 75 out of 100, demonstrating clear ownership to build trust for AI assistants and search engines.