Our Services

Personalized accounting services designed to simplify your finances and save money.

Strategic Tax Planning

At Balancing Vail, we provide Strategic Tax Planning & Optimization services designed to meet the unique needs of businesses and professionals across diverse industries.

Compliance And Filing

Our Comprehensive Tax Compliance & Filings services are designed to take the stress out of tax season, ensuring accuracy and adherence to all federal, state, and local regulations.

Structuring & Restructuring

Whether you’re launching a startup, scaling a technology company, or managing a medical practice, we guide you through the complexities of entity types—such as LLCs, S-Corps, C-Corps, and partnerships—to ensure optimal tax benefits,

Wealth Management

At Balancing Vail, we understand that building and preserving wealth requires more than just smart investments—it demands a strategic approach to minimize taxes and maximize returns.

Advanced Tax Strategies

For high earners and self-employed professionals, navigating the complexities of the tax code can feel overwhelming. At Balancing Vail, we specialize in Advanced Tax Strategies tailored to your unique financial situation.

Corporate Tax Advisory

Pass-Through Entities & SALT

At Balancing Vail, we understand the unique financial challenges faced by diverse industries, from fast-scaling software startups to established medical practices and creative agencies.

Mergers & Acquisitions

Mergers and acquisitions (M&A) are transformative events that can shape the future of your business—but they also come with significant tax implications.

Multi-State Tax Compliance

At Balancing Vail, we excel in guiding businesses through the intricate web of multi-state tax obligations and nexus requirements.

Full-Service Accounting

At Balancing Vail, we deliver comprehensive accounting and financial reporting services that provide the clarity and insight needed to make informed business decisions.

Cash Flow Management

Effective cash flow management is the backbone of any successful business. We help entrepreneurs, professionals, and growing companies maintain financial stability by optimizing cash flow, forecasting future needs

Business Consulting

Success in today’s fast-changing financial landscape requires more than just tax compliance—it demands strategic planning.
Our expert tax advisory and business consulting services help entrepreneurs, professionals,

What services does your accounting firm offer?

We offer a range of services including tax preparation, bookkeeping, financial planning, audit and assurance, and consulting. Whether you need help with personal or business finances, our team is equipped to assist you with professional and tailored solutions.

How can I schedule a consultation with your firm?

You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (818) 236-2515 or email us at [email protected] to arrange an appointment at a time that suits you.

What are your fees for accounting services?

Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.

How do you ensure the confidentiality of my financial information?

We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.

What qualifications and experience do your accountants have?

Our team consists of certified public accountants (CPAs) and experienced financial professionals with extensive industry knowledge. Each member of our team holds relevant qualifications and has a proven track record in providing high-quality accounting services.