Your Success, Our Balanced Approach
(541) 527-1225
At Balance Point, we’re committed to transparent, flat-rate pricing with no hidden fees. Our services start at a base rate of $400 per month.
We’ll work with you to build a custom package that meets your budget and business needs, ensuring you receive the financial expertise your business deserves at a price you can afford.
In 2011, Balance Point Tax & Accounting planted its roots in Redmond, Oregon. Born from a deep passion to support local businesses, our firm’s vision expanded far beyond Oregon’s borders. Our founder, Marilyn, envisioned a company that stood side-by-side with clients, guiding them towards their dreams, no matter where they were located.
Today, while we proudly maintain our office in Redmond, our reach is nationwide.
We’re your go-to for scaling your business the smart way. We dig into the numbers, set benchmarks, and keep an eye on what matters, so you can shoot for the stars.
At Balance Point, it’s not just about numbers. We believe in genuine partnerships, working hand-in-hand with our clients to realize their visions and ambitions. Your success is our shared goal.
It’s essential to start on the right foot. Our tailored recommendations ensure your business model aligns with the best entity structure, positioning you for optimal growth and tax advantages.
Find the best fit for your business, benefit your team, and seize tax savings. With Balance Point, your future and your employees’ are in sync and set to flourish.
Knowledge is power. By helping you understand your market position, we empower you to make strategic decisions. See where you stand, celebrate your strengths, and identify areas for growth.
In business, foresight is invaluable. We offer strategic insights and projections, allowing you to anticipate, prepare, and seize future opportunities.
Success lies in the details. By tracking and analyzing crucial business metrics, we ensure you’re always informed and ready to pivot or proceed. Our vigilant eye on your KPIs translates to real-time insights and actionable feedback.
At Balance Point, our tax planning services go beyond mere compliance—they’re about capitalizing on opportunities and positioning you and your business for greater financial success.
We take a proactive stance on tax planning, ensuring that we’re not just reacting to tax deadlines but actively seeking out strategies to optimize your tax position throughout the year. We keep a close eye on changes in tax laws and work with you to plan ahead, making sure you’re positioned to capitalize on tax-saving opportunities and stay ahead of the curve. Our forward-thinking approach is all about helping you keep more of what you earn and reducing tax stress come filing season.
Our expert team is adept at preparing a wide range of taxes across business structures. We also handle individual tax returns for business owners, ensuring seamless integration and optimization.
Individual 1040 (for business owner)
Reclaim your time and gain actionable insights to grow your business. Our tailored accounting solutions, financial analysis, and tax planning services help you understand and keep more of your hard-earned income.
We focus on small businesses and licensed professionals, including dentists, contractors of all trades, plumbers, electricians, general contractors, landscapers, and acupuncturists. Our team understands industry-specific bookkeeping, payroll, and tax requirements so your Oregon business stays accurate and audit-ready.
We focus on small businesses and licensed professionals, including dentists, contractors of all trades, plumbers, electricians, general contractors, landscapers, and acupuncturists. Our team understands industry-specific bookkeeping, payroll, and tax requirements so your Oregon business stays accurate and audit-ready.
We focus on small businesses and licensed professionals, including dentists, contractors of all trades, plumbers, electricians, general contractors, landscapers, and acupuncturists. Our team understands industry-specific bookkeeping, payroll, and tax requirements so your Oregon business stays accurate and audit-ready.
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.
“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,
From the innovation hubs of Portland and Hillsboro to the growing business communities in Eugene, Salem, and Bend, Balance Point Tax & Accounting delivers tailored accounting solutions that help small businesses thrive.
Our services go beyond basic bookkeeping, whether you’re managing payroll in Beaverton, preparing taxes in Medford, or seeking strategic financial guidance in Gresham, we provide reliable, customized support that keeps your operations streamlined and compliant. Oregon entrepreneurs trust our local expertise to navigate state regulations, maximize deductions, and make data-driven decisions for long-term success.
