Business Details
15 Years
experience
Professional Accounting & Tax Services in Knoxville
Balanced Bookkeeping & Tax has been delivering comprehensive accounting, bookkeeping, tax preparation, and tax planning services since 2011. Our team combines over 30 years of collective experience with a commitment to quality service, integrity, and strong work ethics. Our accountants hold Bachelor's Degrees in Accounting/Business Administration, are Certified Tax Preparers, and maintain bonding/insurance for client protection. Our bookkeepers specialize in daily financial operations, bank reconciliations, and regulatory filings. We operate from Knoxville, TN, offering free consultations and verifiable client references.Our founders, Roger and Tina Nicosia, bring decades of industry experience from CPA firms and banking sectors. We prioritize personalized service to help businesses achieve financial success through accurate record-keeping and strategic tax planning. Our approach combines technical expertise with transparent communication to build long-term client relationships. We continuously adapt to evolving financial regulations to ensure compliance for our clients. Our team's dedication to excellence has earned consistent positive feedback from diverse business owners.
Services
Bookkeeping
Tax Preparation
LLC Formation
Payroll Tax Setup
Financial Projections
Accounting Software Setup
Work Comp Audits
Details
- Year established: 2011
Highlights and features
- We offer 14+ years of tax preparation expertise from former CPA firm professionals
- Our team holds Bachelor's Degrees in Accounting and Business Administration
- We provide bonded/insured accounting services for client protection
- Founders maintain combined 30+ years of financial industry experience
- We specialize in multi-state tax return preparation and compliance
Associations and certifications
- Certified Tax Preparers
- QuickBooks Pro Advisor
What people say
Best in the business
Quick response time
Transparent communication
Affordable rates
Highly recommend
Services
Bookkeeping
Our professional bookkeeping service manages daily financial transactions, bank reconciliations, and account management. We ensure accurate financial records for businesses to make informed decisions. Our experts handle accounts payable, financial statements, and regulatory filings.
Tax Preparation
Comprehensive tax preparation covering business returns, multi-state filings, and amended returns. We minimize tax liabilities while ensuring compliance with current regulations. Our certified preparers provide strategic tax planning for individuals and corporations.
LLC Formation
Professional LLC formation assistance including state filings and tax election guidance. We help establish proper business structures for liability protection and tax advantages. Our service includes complete documentation and regulatory compliance.
Accounting Software Setup
Expert setup and configuration of accounting software systems tailored to business needs. We ensure proper integration with existing financial processes and provide training for efficient usage. Our implementation guarantees accurate financial tracking capabilities.
Payroll Tax Setup
Comprehensive payroll tax setup including withholding calculations and regulatory compliance. We establish proper payroll systems to ensure accurate employee payments and tax filings. Our service maintains ongoing compliance with changing labor regulations.
People
Roger Nicosia
Founder & CEO
Certified Tax Preparer with 14+ years experience, former Senior Accountant at CPA firms. Holds Bachelor's Degree in Accounting from Cal State Fullerton. Specializes in strategic tax planning and audit-focused bookkeeping.
Tina Nicosia
Founder & President
30+ years bookkeeping experience, QuickBooks Pro Advisor. Former bank teller turned financial expert. Specializes in payroll services, human resources, and office management solutions for businesses.
Anie Stapp
Bookkeeper
Experienced bookkeeper with expertise in collections and accounts payable management. Joined in 2024, bringing adaptability and attention to detail for managing multiple client accounts simultaneously.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, tax preparation, financial projections, and accounting software setup services tailored to small business needs.
Are your tax preparers certified professionals?
Yes, our team includes Certified Tax Preparers with extensive experience from CPA firms and accounting institutions.
How do you handle multi-state tax requirements?
We specialize in out-of-state and multi-state tax returns with compliance expertise across various jurisdictions.
What makes your bookkeeping service different?
Our certified professionals combine 30+ years of experience with personalized service and industry-specific software solutions.
Do you offer initial consultations?
Yes, we provide free initial consultations to assess your financial needs and recommend appropriate service packages.
