Business Details
Your Trusted Scottsdale CPA Firm for Accounting & Tax Services
The Balance Sheet is a Scottsdale-based CPA firm dedicated to delivering measurable results for business owners and individuals through advanced accounting solutions. Our team combines current technologies with personalized support to help clients maintain control of their finances, whether their businesses are newly established or well-developed. We specialize in business accounting, bookkeeping, tax planning, and new business advisory services, tailoring unique accounting plans to meet specific business goals. For individuals, we provide strategic tax planning and preparation to achieve personal tax objectives. Our commitment to forming long-standing professional relationships ensures clients receive exceptional service and expert guidance.With a reputation for expertise and integrity, we serve businesses across Arizona and the United States. Our services include tax preparation, financial statement accuracy, and critical support during business start-up phases, such as entity selection and business plan development. We offer a free initial consultation to Scottsdale-area business owners, emphasizing transparency and client-centric solutions. Our staff prioritizes accessibility through secure file sharing tools and direct communication channels. By focusing on measurable outcomes and industry-specific knowledge, we position ourselves as trusted partners in financial advocacy.
Services
Tax Preparation
Bookkeeping Services
Tax Planning
Payroll Services
Business Advisory
Financial Statements
Entity Selection
Secure File Sharing
Highlights and features
- We provide personalized accounting plans tailored to specific business goals.
- Our team combines current technologies with hands-on financial expertise.
- We offer free initial consultations for Scottsdale-area business owners.
- We specialize in start-up advisory services including entity selection.
- Our staff maintains a reputation for expertise and integrity in tax services.
Services
Tax Preparation
We prepare accurate tax returns for businesses and individuals using strategic planning techniques. Our service ensures compliance while optimizing deductions and credits. Clients receive clear explanations of their tax positions and potential savings opportunities.
Bookkeeping Services
Our bookkeeping maintains precise financial records with regular updates and reporting. We track income, expenses, and cash flow to provide business owners with real-time financial visibility. This service forms the foundation for informed business decisions.
Business Advisory
We advise entrepreneurs on entity selection, business planning, and financial systems implementation. Our guidance covers tax implications, operational structures, and growth strategies. New business owners receive comprehensive support during critical start-up phases.
Payroll Services
Our payroll processing handles employee payments, tax withholdings, and regulatory filings. We ensure compliance with federal and state requirements while maintaining accurate records. Businesses save time while avoiding payroll-related penalties.
Tax Planning
We develop proactive tax strategies to minimize liabilities throughout the year. Our planning considers business structure, income timing, and available credits. Clients receive customized approaches aligned with their financial objectives.
People
Jeff Thiede
CPA
Jeff Thiede leads The Balance Sheet with over 20 years of accounting experience. He specializes in business tax strategies and start-up advisory services. Jeff focuses on delivering practical financial solutions to Scottsdale business owners.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and business advisory services tailored to small business needs.
Do you offer tax preparation for individuals?
Yes, we prepare individual tax returns with strategic planning to optimize deductions and minimize liabilities.
Are your services available outside Scottsdale?
While based in Scottsdale, we serve clients throughout Arizona and across the United States.
What start-up services do you provide?
We assist with business entity selection, financial planning, and tax structure optimization for new businesses.
How can I securely send documents?
We offer a secure file sharing tool for transmitting sensitive tax and financial documents electronically.
Do you offer free consultations?
Yes, we provide free initial consultations for Scottsdale-area business owners to discuss accounting needs.
