Perfect Balance Accounting Services is happy to help you with your accounting needs. We offer our services throughout Southeastern Wisconsin, primarily in Racine, Kenosha, Pleasant Prairie, Oak Creek, and the surrounding areas. Our accounting professionals can assist you with everything from bookkeeping, payroll, tax services, general accounting services, and more.

What to Bring to Your Tax Appointment

Wondering what to bring to a tax appointment? Here are some essential documents to ensure a smooth and efficient meeting:

• Previous year’s tax returns
• W-2s and 1099s
• Receipts for deductible expenses
• Investment income statements
• Mortgage interest statements
• Medical expenses
• Charitable donation receipts

Bringing these documents will help us accurately prepare your taxes and maximize your deductions.

Stay Ahead of Accounting Deadlines

At Perfect Balance Accounting, we understand the importance of meeting accounting deadlines. Our team is dedicated to ensuring that all your financial documents are prepared and submitted on time, avoiding any potential penalties or issues with regulatory agencies. Key deadlines to keep in mind include:

• Quarterly tax payments
• Year-end tax filing deadlines
• Payroll tax submission dates
• Financial statement preparation timelines

Get in Touch with Us

Fill out the form below to get in touch with us, and we’ll make sure to schedule an appointment to meet your accounting needs. Whether you need help with tax preparation, bookkeeping, or payroll services, Perfect Balance Accounting is here to support you every step of the way.