Bob is a Certified Public Accountant who owns and operates a closely affiliated CPA firm in the same office as In Balance.  He is well regarded for his ability to translate complicated accounting, finance and tax issues into something that anybody can understand. Bob Allan holds a BS in Business Administration and has been a Certified Public Accountant for over 25 years.  He is also a licensed Property & Casualty Insurance Sales Agent.

TAX SERVICES

• Preparation of Personal and Corporate Tax Returns
• Formulation of both Individual and Corporate Tax Strategies
• Design and maintenance of an efficient accounting system
• Ensure accurate accounting and tax reporting to avoid issues with the IRS and ensure the lowest possible tax liability
• Assist the company’s owner in developing a plan to reduce or manage future tax burden

PAYROLL

We find that businesses are often relieved to outsource the complicated, tedious and time consuming tasks associated with paycheck preparation, tax reporting, tax deposits, and preparation of W2s .  Bob Allan provides a comprehensive payroll service which encompasses all of the tasks associated with payroll.