This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
The Balance Sheet Inc.
- Finance
- East Chatham, NY
About this business
The Balance Sheet is Columbia County, NY's premier, independent Tax Return Preparation, Investment and Planning Service.
Location details
1100 NY-295, East Chatham, NY, 12060, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:30 a.m. to 7:30 p.m. | |
| Tue | 9:30 a.m. to 7:30 p.m. | |
| Wed | 9:30 a.m. to 7:30 p.m. | |
| Thu | 9:30 a.m. to 7:30 p.m. | |
| Fri | 9:30 a.m. to 5:30 p.m. | |
| Sat | 9:30 a.m. to 4:00 p.m. | |
| Sun | Closed |
My CPA retired last year, and a neighbor recommended Alan. Just finished my first meeting to review and file my taxes for 2023. Alan was very efficient and had my returns done quickly and accurately. What an improvement over the CPA process requiring multiple visits, sign-offs, etc! Not to mention much more reasonably priced. Highly recommended as long as your returns aren't overly complex. By the way, if his dog Lexi is there, don't try to pet her. Thank you, Alan!
I have been going to the Balance Sheet for years! Alan stays up to date in his chosen profession.Would recommend if you need assistance with your taxes give him a call.
Alan has been a God-send over the past twenty or more years in which he has done everything from helping me recover from the financial challenges present in a divorce, bankruptcy, and how to manage and run a business, handle income property, and Covid- related business and financial challenges. He has advised my partner on his upcoming retirement investments, and will be offering me similar advice as I too move into retirement. Alan's professional expertise has carried me through adulthood. He can be trusted to offer the ver... read more
Frequently asked questions about The Balance Sheet Inc.
How is The Balance Sheet Inc. rated?
The Balance Sheet Inc. has a 5 star rating with 7 reviews.
When is The Balance Sheet Inc. open?
The Balance Sheet Inc. is closed now. It will open tomorrow at 9:30 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com