Alan Guillaudeu PC - Alan Guillaudeu

Minimizing the tax burden on your profits by providing thorough, leading edge tax advice and planning. Your financial information is not only private data which needs to be protected but, in the case of your business, a critical asset and competitive advantage. At Balcerzak Financial Services we will flawlessly execute our fiduciary responsibility to protect and safeguard your personal and financial data. It is a critical component to our mission that we be an independent, objective source of truthful information to you.

Let our experts keep your books so that you can focus on running the business. We will make sure your books are kept up to date by making all necessary entries, reconciling your accounts and creating a monthly financial package that includes your balance sheet, income statement and applicable analytics.

I highly recommend Ed and his staff because they are very professional, thorough and knowledgeable. They have done a great job in meeting our bookkeeping needs and in reviewing monthly financials. They offer helpful recommendations in improving the running of our business. Ed keeps a pulse on state and federal regulations and communicates how they impact small businesses.

Looking to electronically share data with us? We have your solution! We use CCH iFirm software to allow you to safely and securely transfer data to us - tax forms, supporting documents, QuickBooks files, etc. We also use this software to transfer tax returns or other information back to you. To use this feature, you mush first register on the CCH iFirm portal.