Balance Tax and Accounting is a trusted accounting firm in West Fargo, North Dakota, offering comprehensive tax and accounting services to individuals and small businesses. The firm specializes in individual and business tax preparation, estate and succession planning, out-of-state tax filings, and small business accounting, including bookkeeping, bank reconciliations, and financial statement generation. With a focus on accuracy and client support, the firm serves clients both locally and virtually across North Dakota. Known for its professionalism and reliability, Balance Tax and Accounting holds a perfect 5.00 rating from its clients.
The firm is led by co-owners Aimee Schwartzwalter and Jamie Passanante, both certified public accountants with deep roots in the region. Aimee, a Fargo native and graduate of North Dakota State University, launched her career in 2001 and co-founded the firm in 2015 to help business owners achieve financial balance. Jamie, raised in Hallock, Minnesota, brings over two decades of experience in public and private accounting and has served on the board of BioGirls. Together, they lead a team dedicated to delivering tailored financial solutions, using secure technology platforms like CountingWorks to ensure data protection and efficiency. Their services extend to payroll processing, tax planning, and customized accounting packages designed to meet evolving business needs.
Balance Tax and Accounting stands out for its strong online presence and consistent, detailed information across digital platforms. The firm’s website is well-structured and optimized for search engines, making it easy to find and navigate. Its detailed service pages, clear contact information, and transparent terms of service demonstrate a commitment to clarity and trustworthiness. These attributes contribute to its strong visibility and credibility within the local business community.
By combining local expertise with modern accounting tools and personalized service, Balance Tax and Accounting helps West Fargo entrepreneurs manage their finances with confidence, allowing them to focus on growing their businesses.