Balance Your Books. Maximize Your Returns.

BalancedReturns is a professional bookkeeping and tax preparation firm headquartered in Portland, Maine. We deliver comprehensive financial services designed to help individuals and small businesses maintain accurate records, ensure tax compliance, and make confidentfinancial decisions.

Our Core Values:

Accuracy

Your financial records will always be precise and reliable

Integrity

We operate with honesty, transparency, and professionalism.

Compliance

We keep you aligned with IRS and state regulations.

Growth

We help you maximize returns and make informed financial decisions.

Our Mission

Our mission is to empower clients with financial clarity, seamless compliance with financial and
tax regulations, and the insights needed to make informed business decisions with confidence.

Our core services include

Tax Preparation

• Individual tax returns (Form 1040)

• Small business tax filing (Schedule C, LLC, S-Corp)

• Tax amendments and extensions

• Tax planning and strategy consultations

• Multi-state tax filings

Bookkeeping

• Monthly and/or quarterly bookkeeping

• Bank and credit card reconciliations

• Accounts payable and receivable management

• Catch-up bookkeeping to update months or years of data

QuickBooks

• QuickBooks Online setup, management, and cleanup

• File cleanup and accuracy review

• QuickBooks file restoration or recreation

• Ongoing system support and training

ABOUT US

Why Choose BalancedReturns?

Let’s Work Together

Ready to balance your books, plan for the future, and maximize your returns? We’re here to help. Schedule a free consultation today.

Message Us

info@balancedreturns.com

Call Us

207-232-5845

Location

203 Anderson Street
Suite 2-3
Portland, ME 04101

Business Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: Closed

Send Us Message!

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