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July 2024 by Adaline Bebo
This is my third year of tax prep and it is an amazing online service with easy to follow instructions for submitting secure documents! Grateful to have Mary Stefano for my tax needs!
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April 2024 by Rachel Stark
I find comfort in knowing that my taxes are handled by a professional who keeps my personal information safe and secure. Mary is thorough, easy to work with, and quick to respond to any questions.
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April 2024 by Cheryl Havlik
Thank you , Mary, for your prompt and professional service!! I really appreciate it!!
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June 2023 by Justin Richardson
Absolutely amazing and low stress Tax and Buisness planning assistance. Very kind and comprehensive service that isn't badgering for stuff at akward times. I had a death in the family and some other tragedy and Mary was flexible and great and I can't say thanks enough.!!! I will be continuing my services with he and the company.
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May 2023 by Carolynn Schwartz
Perfect Balance has been preparing my tax returns for ten years now. They are very easy to work with, answer questions willingly and knowledgeably. They are a pleasure to work with. I will be using them again next year.
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April 2023 by Christina Walker
I had the pleasure of working with Carissa for the last 3 months for my company financials that were a mess.
Carissa consistently displayed a deep knowledge of bookkeeping principles and was able to efficiently manage all aspects of our financial records. Their strong communication skills allowed them to effectively collaborate with our team and provide clear, concise reports on a regular basis.
Overall, I cannot recommend Carissa highly enough. They would be an asset to any organization in need of a skilled and reliable bookkeeper.
Sincerely,
Christina
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April 2023 by Stephanie Dye
Tax season can be stressful for so many, myself included but Mary at Perfect Balance Bookkeeping takes all my stress away! She is very responsive, answers all my questions and the platform she uses is very user friendly! I love that I get to work with someone so great during this time and that I get to support local business! It's a win/win during tax season and who doesn't like winning during tax season! I highly recommend Perfect Balance Bookkeeping & Tax Services!
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April 2023 by Cory Huffman
great booking services, Mary is super responsive and always on the ball. I would highly recommend her book keeping and tax service
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March 2023 by David Bergantz
Mary has been our accountant for the past four years. She is a consummate professional that goes out of her way to make sure that clients understand what information is required to complete a Federal Income Tax return. I highly recommend her!
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March 2023 by Caleb Hopson
Mary has done a wonderful job keeping the books for our franchise business in North Dallas, TX. She's handled everything from the initial setup of the account down to making the monthly tax payments we owe. I would highly recommend her for your business needs. We'll be using her services for all of our locations moving forward. Grateful that our paths have crossed!
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March 2023 by T Keesee
Mary and Perfect Balance are fantastic. I reached out to her late in the tax season and she responded immediately. I explained my situation and she knew exactly what I was talking about and assured me she is skilled in handling my concerns. Everything is done electronically, which was easy and quick. She was in constant communication and quickly answered the numerous questions I asked. I highly recommend Mary and Perfect Balance. I will be using her for my tax filings from now on.
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March 2023 by Erika Ventura
Mary is exceptional!!! Have loved working with her, and so thankful she goes with the flow of how busy I can be. Thank you Mary!
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March 2023 by jessica killen
This was our second year using their services - no issues with last year's return, no IRS letters - it was all perfect. Super responsive, great service!
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March 2023 by Joseph Robertson
My personal and business taxes were a bit of a mess and Mary did an amazing job cleaning up the last 3 years of filings. She was awesome to work with, very thorough, patient and fast. She turned a stressful situation into a breeze. Mary will handle my taxes for as long as she is in business!!
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March 2023 by Julie Grannel
I can not possibly say enough positive things about Mary. She cleaned up quite a mess with our taxes from the past several years with patience, efficiency and most importantly kindness. I can't imagine trusting anyone else with something that is so stressful to the rest of us mere mortals : ). Thank you Mary!!!
