The Balance Sheet Inc.

Apr 2024

My CPA retired last year, and a neighbor recommended Alan. Just finished my first meeting to review and file my taxes for 2023. Alan was very efficient and had my returns done quickly and accurately. What an improvement over the CPA process requiring multiple visits, sign-offs, etc! Not to mention much more reasonably priced. Highly recommended as long as your returns aren't overly complex. By the way, if his dog Lexi is there, don't try to pet her. Thank you, Alan!

Jun 2021

Alan has been a God-send over the past twenty or more years in which he has done everything from helping me recover from the financial challenges present in a divorce, bankruptcy, and how to manage and run a business, handle income property, and Covid- related business and financial challenges. He has advised my partner on his upcoming retirement investments, and will be offering me similar advice as I too move into retirement. Alan's professional expertise has carried me through adulthood. He can be trusted to offer the very best. And then provide it.

Mar 2021

Have used the balance sheet inc. For a few years now and always pleased!! Hes very knowledgeable and very educated on all the tax info!! Highly recommend and will be returning next year!!