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October 2021 by Rick D.
Have used Balanced Financial for 7 years, was one of Brandons first clients when transferred from John Wall. In the beginning, when Brandon was starting out, the customer service was great and we were happy with the work performed. As his business has grown, he has shown that our and the people we referred to him business isn't worthy of Cassie or his time. Found that the customer service became lackluster and services which we had agreed to before as part of our ongoing relationship were no longer offered. I started an online retail business in 2020 and they did my taxes, but they really didn't know how to do them and screwed a couple things up and had no idea how to do taxes for an inventory heavy business. I was helping them do my inventory taxes. I would say if you are a big business and want Balanced to do all your accounting, its great they will make time for you. If you are a small business or individual, this isn't the place for you.
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June 2021 by David Yeh
Best accountant for us in DC and a great guy.
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May 2021 by Kellie Cox
Brandon, Jennifer and the team at Balanced Financial Solutions are so wonderful! Over a year ago I have started my own business, and Brandon has helped me with figuring out the best solutions for my business, as well as helping maintain bookkeeping and tax preparation. They work quickly and efficiently, and are very knowledgeable about all the accounting details for a small business. They take the time to discuss and answer all my questions, and help me understand the whole process. I look forward to working with them for many years to come. Thank you Balanced Financial!
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May 2021 by Michael Cohen
Our company has been using Balanced Financial for both company returns and individual returns. They're fantastic and we would (and do) highly recommend them to anyone looking for a rock star tax accounting firm.
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May 2021 by Gail Oring
BFS offers top rate accounting services. We used them for business and personal taxes this year for the first time and the process was seamless and painless. Highly recommend Brandon and his team.
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May 2020 by Darrien Jamar
I was anxious about finding a great CPA, as I have had average experiences in the past. However, Brandon and his team at Balanced Financial Solutions have continued to provide exceptional, value based services. They are consistent in their communication and highlight well the importance of making well informed decisions. I feel a lot more educated in the financial world because of Brandon and his team. Thank you.
