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Expert Financial Statement Services for Small Businesses and Professionals Across Oregon
At Balance Point Tax & Accounting, with offices in Redmond and Bend, Oregon, we specialize in preparing accurate and compliant financial statements for contractors, doctors, and licensed professionals. Whether you’re a general contractor juggling multiple job sites, a cardiologist overseeing a growing practice, or a real estate agent managing fluctuating income, our team provides financial reporting services designed to meet your unique business and compliance needs.
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Since 2011, Balance Point Tax & Accounting has delivered trusted financial statement preparation, accounting, and advisory services to Oregon’s small businesses. Our goal is to provide reliable, tax-ready, and audit-ready financial statements that help you stay compliant, make informed decisions, and support business growth.
We don’t just generate reports, we provide clarity, compliance, and confidence in your financial picture.
Accurate, Compliant, and Strategic Financial Reporting for Contractors, Medical Professionals, and Licensed Professionals
We provide tailored financial reporting services to simplify complex financials and help you maintain transparency and control. Our financial statements help you meet lender requirements, prepare for audits, file taxes accurately, and evaluate business performance with confidence.
From year-end statements to monthly financial snapshots, we prepare balance sheets, income statements, and cash flow statements. Whether you’re a flooring contractor managing multiple crews, a pediatrician reviewing practice profitability, or a licensed physical therapist navigating insurance reimbursements, our reports are designed to support your operational and regulatory needs.
Tax season doesn’t have to be stressful. We ensure your financial statements are clean, organized, and tax-ready, helping general surgeons, insurance agents, and landscaping contractors minimize liabilities and avoid costly errors.
We know every industry operates differently. That’s why we customize our financial statements and reporting for your field:
Contractors – framing, demolition, concrete, plumbing, painting, fencing, tiling, and more
Doctors – anesthesiologists, nephrologists, endocrinologists, ENT specialists, dermatologists, and others
Licensed Professionals – engineers, architects, pharmacists, social workers, chiropractors, financial advisors, and more
Access your financial reports securely anytime, anywhere. Whether you’re a siding contractor working across multiple cities or an ophthalmologist expanding locations, our cloud-based system offers real-time financial visibility.
Whether you’re laying foundations, saving lives, or providing essential licensed services, our expert financial statement services are designed to support your financial clarity and business success.
FREQUENTLY ASKED QUESTIONS
Have questions about accounting services in Oregon? Here are answers to some of the most common questions to help you understand how our expertise can support your business.
Small businesses and professionals typically need balance sheets, income statements, and cash flow statements for lenders, investors, and tax compliance. Whether you’re a remodeling contractor, gastroenterologist, or licensed counselor, accurate financials support smarter decisions and long-term success.
If you’re seeking funding, entering a partnership, or preparing for a sale, audited or reviewed financial statements may be required. Compiled statements are often enough for internal use or basic tax prep. We help determine the right fit for your goals.
Yes! Our secure cloud-based solutions let general contractors, radiologists, lawyers, and cosmetologists access their financials anytime, anywhere across Oregon or statewide.
Book a No-Cost Strategy Call Today
We aren’t just about the numbers; we’re about your business story. We go beyond traditional accounting to truly partner with you in maximizing your success.
what OUR CLIENTS say about us
“I’ve used her services for the past 4 years. She has always been super responsive, competent and friendly and accessible. I have had over a dozen years working in the tax and accounting world and appreciate the expertise and professionalism that I find at Balance Point Tax & Accounting!”
Gail Leopold,
“Balance Point has far exceeded my expectations, and has executed at a level of proficiency and professionalism that is exceedingly hard to find. The entire team is incredibly communicative, well-informed, and more importantly – dedicated to helping you and your business succeed. I highly recommend working with Marilyn and the entire Balance Point team. They are fantastic!”
Dr. Primley,
“They are super friendly, accommodating, and responsive, and prices are very reasonable. I had just opened my own small business this year and wasn’t sure how to do my taxes but all my questions were answered in a timely and knowledgeable fashion. I highly recommend Balance Point for your tax and accounting needs!”
Jack M. Bend,
We know every industry operates differently. That’s why we customize our financial statements and reporting for your field:
Focus on Growth and Let Us Handle Your
