Balance Tax and Accounting

Balance Tax and Accounting is an accounting firm in West Fargo, ND. The firm provides tax and accounting services to individuals and small businesses, handling everything from individual and business tax return preparation to gift and estate tax filings, partnership and corporate tax preparation, and estate and succession planning. The team also supports business start-ups and out-of-state returns. For ongoing financial management, the firm offers small business accounting services, including monthly or quarterly bank reconciliation, income statement generation, general ledger cleanup, and balance sheet preparation. Additional services include payroll, accounts payable and receivable, financial statement preparation, and financial analysis. The firm serves clients both virtually and on location, aiming to help business owners focus on growth while managing the administrative burdens of compliance and bookkeeping.

The leadership team consists of two owners, both Certified Public Accountants. Aimee Schwartzwalter, born and raised in Fargo, graduated from North Dakota State University in 2000 and became a CPA in 2001. She previously launched Accounting 4 Success before partnering with Jamie Passanante in 2015 to form Balance Tax and Accounting. Jamie Passanante, raised in Hallock, MN, graduated from Concordia College in 2005 and has spent over 20 years in public and private accounting. Together, they lead a team dedicated to delivering comprehensive accounting services, ranging from compliance and tax filings to strategic planning and business advisory. The firm utilizes CountingWorks, Inc. as its technology platform to provide services in a secure environment, featuring tools for eSign, file sharing, and appointment setting.

Balance Tax and Accounting holds a 5.00 rating based on customer reviews. This positive feedback reflects the firm's approach to delivering reliable accounting services through its local team. By combining detailed tax planning strategies with hands-on bookkeeping support, the firm addresses the specific needs of entrepreneurs and established corporations alike in the Fargo area.