Business Details
15 Years
experience
Expert Accounting & Bookkeeping Services in Knoxville
Balanced Bookkeeping & Tax has been delivering comprehensive accounting, bookkeeping, tax preparation, and tax planning services to businesses and individuals since 2011. Our team combines over 30 years of collective experience with a commitment to quality service, integrity, and strong work ethics to provide personalized solutions that help clients achieve financial success. Our accountants hold Bachelors Degrees in Accounting or Business Administration, are Certified Tax Preparers, and are bonded and insured. Our bookkeepers specialize in daily bookkeeping functions, bank reconciliations, prior-year book cleanups, and more. Located in Knoxville, TN, we offer free consultations and are dedicated to understanding each clients unique needs to deliver tailored financial guidance.With expertise in financial projections, tax planning, and accounting software setup, we ensure clients can focus on growing their businesses while we handle their financial operations. Our founders, Roger and Tina Nicosia, bring decades of experience from diverse financial backgrounds, including CPA firms and real estate, to provide audit-level precision and strategic tax advice. We pride ourselves on transparency, responsiveness, and building long-term relationships with clients who trust us to manage their financial health.
Services
Bookkeeping
Tax Preparation
LLC Formation
QuickBooks Assistance
Payroll Tax Setup
Details
- Year established: 2011
Highlights and features
- We offer over 30 years of combined experience in accounting and tax services.
- Our team includes Certified Tax Preparers and QuickBooks Pro Advisors.
- We provide personalized service tailored to each client's unique financial needs.
- Our founders bring audit-level expertise from CPA firms and real estate backgrounds.
- We prioritize transparency, responsiveness, and long-term client relationships.
Associations and certifications
- Certified Tax Preparer
- QuickBooks Pro Advisor
What people say
Best in the business
Knowledgeable and professional
Fast response time
Transparent and communicative
Highly recommend
Services
Bookkeeping
We manage daily bookkeeping tasks, including transaction categorization, bank reconciliations, and financial statement reviews. Our experts ensure accurate records so you can focus on business growth. Services include accounts payable management and prior-year book cleanups.
Tax Preparation
Our certified professionals handle individual and business tax returns, amended filings, and multi-state returns. We prioritize tax planning strategies to minimize liabilities and maximize cash flow for long-term financial success.
LLC Formation
We assist with LLC formation, S-Corp elections, and Secretary of State filings. Our services ensure proper legal structure and compliance for new businesses, saving you time and reducing administrative burdens.
QuickBooks Assistance
We offer QuickBooks setup, training, and troubleshooting to streamline your financial operations. Our Pro Advisors ensure accurate software configuration tailored to your business needs for efficient bookkeeping and reporting.
Payroll Tax Setup
We handle payroll tax account setup, 1099 preparation, and workmans compensation audits. Our services ensure compliance with tax regulations while simplifying payroll management for businesses of all sizes.
People
Roger Nicosia
Founder & CEO
Certified Tax Preparer with 14+ years of experience. Former Senior Accountant at CPA firms. Specializes in tax planning and audit-level bookkeeping. Holds a Bachelors in Accounting from Cal State Fullerton.
Tina Nicosia
Founder & President
Seasoned bookkeeper with 30+ years of experience. QuickBooks Pro Advisor. Expertise in payroll, HR, and office management. Co-founded Balanced Bookkeeping & Tax in 2011 to provide integrated financial solutions.
Anie Stapp
Bookkeeper
Joined in 2024 with expertise in collections and accounts payable. Skilled in resolving financial discrepancies. Adapts quickly to client needs while maintaining meticulous attention to detail for multiple companies.
Questions
What services does Balanced Bookkeeping & Tax offer?
We provide bookkeeping, tax preparation, LLC formation, QuickBooks setup, payroll tax services, and financial planning for businesses and individuals.
How experienced is your team?
Our team has over 30 years of combined experience, including certified tax preparers and QuickBooks Pro Advisors with backgrounds in CPA firms.
Do you offer free consultations?
Yes, we provide free consultations to understand your financial needs and tailor our services accordingly.
Are you bonded and insured?
Yes, our accountants are certified, bonded, and insured for your protection and peace of mind.
How do you handle multi-state tax returns?
We prepare out-of-state and multi-state tax returns, ensuring compliance with all relevant tax regulations.
