Strategies that Help Rebalance, Renew, & Guide Your Financial Future
Real Estate Investors, High Net Worth Individuals, Small Businesses
Tax Planning
Tax Preparation
Accounting System Architecture
Ongoing Bookkeeping
Entity Structuring & Analysis
Nonprofit entity consulting
Professional, detailed, and personable client support for all your financial needs.
We keep you informed, organized, and updated throughout the process. Your situation may be unique and we understand this.
Rated 5 stars by clients
★★★★★
David Holmberg has been exceptional in his services preparing my multi-state and federal tax returns. My returns are also complicated by LLC considerations. He has expertly and thoughtfully helped me maneuver this challenging financial landscape and provided guidance on how to better prepare for the future. I highly recommend David.
Kay Wolf-Santa Fe, NM
★★★★★
What We Do
We Provide a Humanistic Experience
Providing thorough, professional accounting and tax advisory services tailored to your unique business needs.
Intake, Review, & Analysis
Our system focuses on a detailed approach using your historical, current, and future needs. We review and THINK about your past, present, and future to provide you with friendly, helpful, and useful tools.
Tax Preparation
We ensure compliance, transparency, and efficiency with our teams working knowledge of tax and accounting rules. We keep you updated and informed throughout the preparation process.
Ongoing Strategic Advisory
The focus here belongs to your ongoing needs and development. We work with you on a continuing basis to answer questions and guide you along through your financial journey. We embrace the challenges which create dual learning environments between CPA's and clients when unique situations arise.
Your Trusted Accounting and Tax Advisors
At Balanced Equity Consulting, LLC we provide thorough, professional, and personable accounting and tax advisory services tailored to meet our clients' unique needs.
