What Our Clients Are Saying

Woman 2

"Since I have started my business, Brandon and all staff of Book in Balance helped me a lot from setting an account in QuickBooks, teaching me how to use it, answering so many business beginner's questions, and of course, filing taxes. They are very professional, helpful, and friendly. Even English is my second language, they always try to understand me."

Kaori S.

Woman 3

"Brandon did a wonderful job on my husband's and my taxes for years. He understood the intricacies of stock options and retirement plans, and he helped us to avoid certain taxes with advice during the calendar year, as well. His office is Covid-safe, professional, and friendly. We highly recommend Books in Balance! "

Anita B.

Man 1

"Books In Balance helped us get our return in order and e-filed before the due date. They were also able to explain the mechanics of how things came out, and we came away feeling not only were our taxes done right but that we've now got some professionals in our corner."

Brian S.

Woman 1

"My books were a disaster, and I had no idea where to begin until I reached out to Books in Balance. After I contacted Brandon, I soon learned that I was in good hand."

Lynn K.

Man 11

"My wife and I called Brandon in a panic on April 5 after our preliminary work in TurboTax indicated we were going to owe a lot more in taxes than we anticipated and we wanted an expert to double check our work before filing.

While we still ended up owing more than we would have liked, his guidance saved us from further misery, and he did so with no obligation. If he's this courteous, thoughtful, and empathetic to non-customers, I have no doubt he'd be at least the same for his customers. Thank you Brandon."

Andre F.

Man 2

"I would recommend Brandon to anyone who needs help with their taxes! Brandon is knowledgeable, friendly, timely and professional. This year I had particularly confusing taxes.

He did my taxes quickly, explained everything to me clearly, and answered all my questions patiently. He even found mistakes that had been made (not in my favor) in past taxes. I am so glad I have found him and am very happy to recommend him!"


Woman 7

"Brandon was so attentive, personable, sharp and overall, I received such a warm, welcoming vibe. He is honest and sincere and is not out to gouge anyone. He is willing to help and find the best solutions for your business and/or taxes. He really knows his stuff. I will definitely be using him again in the future. If you are in the market for a fantastic accountant, without a doubt, Brandon is your guy."

Joanna G.

Man 7

"Brandon here was amazing in helping my wife and I file our taxes for our special circumstances. I would definitely use him again."

Nick W.

Man 12

"Thankfully, I found Books In Balance and Brandon in San Rafael. He has done wonderful work so far. He spent a good amount of time to understand my business needs. His staff are very friendly and professional."

Alan R.

Man 8

"Highly recommended. Brandon was friendly, speedy, thorough, obviously very knowledgeable, and perhaps best of all, a patient and clear communicator. And being greeted by the office pup was an added bonus."

Scott C.

Man 7

"Brandon was fantastic in helping me file my tax. He was very knowledgeable and thorough in explaining everything. He was patient and caring and the people at the office were very friendly also.

I highly recommend him to anyone who is looking for a tax expert."

Harry L.

Man 1

"Books In Balance is fantastic. Bottom line, they saved me a ton of money. Brandon is very easy to understand and work with and has helped me plan and feel a lot more comfortable about my taxes and finances in general. I can't recommend him highly enough!"

John S.

Man Woman 2

"Brandon is such a nice person, and his knowledge helped me get my taxes right. Books In Balance will be the place I go from now on and thanks again for answering all my questions!"

E L.

Woman 4

"Brandon was knowledgeable, kind and quick to respond to my questions. I feel so relieved that he did my taxes this year. I will be completing my taxes with him from now on."

Sarah W.

Man 11

"Terrific service and great people. We are delighted with their help and professional approach."

Guy O.K.

Man 6

"Brandon, David, and Karen are the best!  They have been doing my books and taxes for eight years very professionally."

Roger H.

Woman 2

"Brandon and Books in Balance have provided my business the best tax and accounting assistance out there. I called over 20 tax consultants before finding Brandon and all of them charged 2-3x more and also did not ask the level of detailed questions before taking me on as a client. I am thrilled I found Brandon and highly recommend his services to others."

Svetha J.

Woman 9

"My experience with Brandon and his business Books In Balance was all around excellent. He sorted out and resolved my potentially serious tax errors with competence and expertise, and his genuine and pleasant nature alleviated my stress and embarrassment about the situation. I highly recommend this business - a real gem."

Rochelle K.

Woman 7

"A++ on all levels! Books In Balance is a great firm to work with, they have been helping our business for many years now and have done just about everything, from financial planning to bookkeeping, personal and business taxes and they do a great job of payroll & HR!"

Michela T.

Man 12

"Books In Balance is fantastic. Bottom line, they saved me a ton of money. Brandon is very easy to understand and work with and has helped me plan and feel a lot more comfortable about my taxes and finances in general. I can't recommend him highly enough!"

John S.

Woman 6

"I would recommend Brandon to everyone I know. He is extremely competent and scrupulous. He was able to quickly grasp my financial situation and offer options for me to reduce my taxes and manage my funds."

Dana V.

Man 7

"Terrific service and great people. We are delighted with their help and professional approach."

Guy O.K.

Woman 8

"Brandon is just the best! Finding Books in Balance was one of the things that happened to me this year! Brandon dived right in to helping me with everything involving my taxes. I am grateful for all Brandon's help and I highly recommend Books in Balance!"

Marion H.

Man 13

"Brandon and team did a great job for us. Cleaned up our books and set in place a solid AP and AR process we could do ourselves. Reports are running clean and it didn't cost us an arm and leg to get our QuickBooks accounting practices dialed in."

David W.

Woman 4

"I am so glad I went to Books In Balance. My taxes were complicated this year because of a job and a home-based business. Brandon saved me endless frustration. I wish I had started off by going to Books In Balance instead of the many hours I tried to figure it out myself. Thank you Brandon! I will be back next year, and the year after that, and the year."

Cynthia C.

Man 6

"After downsizing my company and moving it to the Washington, D.C. area I was in no mood to change my accounting firm. We were able to live transition to Rockville MD and not lose one transaction, data update and was able to setup a new payroll and disbursement system with new and sweeping changes in state requirements and client needs. Our bookkeeping and accounting program has never been in better shape!"

Robert C.

Man 10

"I was in a real bind. I had just opened my new automotive repair business in Greenbrae, and I found myself in a situation where I needed some business consultation fast. They implemented complete systems and procedures and did the first 6 months of running all of our accounting systems. I would have been happy to keep them, but they advised me that it would be more cost effective to hire a full-time bookkeeper and office assistant. Now Books In Balance is training my new employees. "

Robin L.