Profile
Balboa Tax & Accounting Services
ListedNewport Beach Tax Planning and Accounting Firm
About
About
Balboa Tax & Accounting Services is a Newport Beach, CA tax and accounting firm serving business owners, entrepreneurs, and high net worth individuals.
Its services include tax planning and preparation, accounting services, bookkeeping, payroll, business incorporation support, financial statement preparation, budgeting and forecasting, cash…
Balboa Tax & Accounting Services is a Newport Beach, CA tax and accounting firm serving business owners, entrepreneurs, and high net worth individuals. The firm’s source materials emphasize a Certified Tax Coach approach, with proactive planning intended to help clients manage tax liabilities throughout the year rather than only at filing time.
Its services include tax planning and preparation, accounting services, bookkeeping, payroll, business incorporation support, financial statement preparation, budgeting and forecasting, cash flow management, and business advisory work. The firm also notes support for QuickBooks and outsourced accounting, including restaurant-focused accounting content for owners who need help tracking costs, cash flow, and tax planning.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| QuickBooks/Xero setup | Standard | ||
| Payroll services | Standard | ||
| Business tax preparation | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Newport Beach
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