Balance Tax and Accounting of Fargo

Balance Tax and Accounting of Fargo is a trusted accounting and tax services firm located in Fargo, North Dakota. The business specializes in tax preparation and planning for individuals and small businesses, including individual and business tax returns, estate and succession planning, and out-of-state filings. They also offer comprehensive small business accounting services, such as monthly bookkeeping, bank reconciliations, general ledger management, payroll processing, and financial statement preparation. Their clients include entrepreneurs and business owners seeking reliable financial guidance to support their growth and stability. Serving the Fargo area with a focus on personalized service, the firm has earned a 5.00 rating from 16 verified reviews, reflecting strong customer satisfaction.

The firm was founded by Aimee Schwartzwalter and Jamie Passanante, both certified public accountants with decades of combined experience in public and private accounting. Aimee, a native of Fargo, launched her career after graduating from North Dakota State University and has been committed to community service, including her role as treasurer for the New Life Center, a local homeless shelter. Jamie, raised in Hallock, Minnesota, brings over 20 years of experience and has served on the board of BioGirls, an organization supporting young women in STEM. Together, they lead a team dedicated to helping clients achieve financial clarity and business success through expert advice, strategic planning, and responsive service.

Located at 4809 38th Street South, Suite 101, the business sits just a short walk from PAM Rehabilitation Hospital of Fargo, about 0.1 miles away, and is near Cottagewood Park and Rose Park, both approximately 0.4 to 0.6 miles distant. It is also situated a short drive from 52nd Avenue South, a major thoroughfare, and Essentia Health Walk-in Care on 52nd Avenue, about 0.7 miles away.

With a solid reputation among the customers it has served, Balance Tax and Accounting is known for its reliability, personalized approach, and commitment to helping business owners manage their finances with confidence. The firm stands out in the Fargo accounting community for its consistent client satisfaction and trusted advisory role.

In Fargo, where small business growth is vital, Balance Tax and Accounting provides the financial clarity and support that local entrepreneurs need to thrive.