Well Balanced Financial Services, Inc. is a full-service accounting, tax and payroll firm serving clients throughout the United States, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. On this website, you will find information about Well Balanced Financial Services, Inc., including our list of services.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
Services
For years, Well Balanced Financial Services, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Well Balanced Financial Services, Inc.'s expertise ranges from tax preparation and accounting services to more in-depth services such as financial statements, business management and forecasting, and tax planning.
Well Balanced Financial Services, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Well Balanced Financial Services, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Carroll Dannettell, EA has over 20 years experience working with taxes, accounting, and payroll and has trained with some of the best in the industry. Carroll has been an Enrolled Agent since 2007 and she established Well Balanced Financial Services, Inc. in 2008. Carroll has built her business off of loyalty, professionalism, and trust.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Reviews (7)
Mike Lindberg
Dec 05, 2020
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Jason Dobbins
Dec 18, 2017
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I have been using this company for about 7 years. They are the best. They do great strategy for companies and go out of there way to help with problems with high level professional skills. As a successful real estate investor and CEO I recommend all my associates and their companies to well balanced.
Heidi Henkel
Feb 08, 2017
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Carroll has taken care of us for many years and sees to it that our taxes are not only taken care of, but that she is up to date on every tax law, new and old, so we pay no more than necessary, according to the law. She takes pride in her work and serves her clients in such a way that makes them feel like family...the kind you want in your house longer than 3 days.
Steven Shoppman
May 12, 2016
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Kimberly Gillock
Nov 18, 2015
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Sue Pannell
Nov 08, 2015
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We were paying thousands of dollars to the IRS at the end of the year, until we met with Caroll at Well Balanced Financial Services. We actually got money back, this year! She also found mistakes on our tax returns for the past 2 years and corrected them, which will earn us a nice refund. Caroll is very knowledgeable and the cost for her services is reasonable. I stronly recommend this company to those who want prompt and accurate returns with courteous service.
Scott Henkel
Feb 19, 2015
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Carroll and her team are fantastic. If you are using anyone else or worse doing your own taxes (shudder) you need to call or email them before you file. We did our own taxes in 2007 and we owed $900. After a pleasant visit with Carroll we got a $1200 refund. We've been with her ever since. Seriously, she makes filing taxes fun. Who does that? You owe it to yourself to call before you file.
