Keeping Your Balance
Tax Service
We felt like Keeping Your Balance really misrepresented their services and charged us after we declined to use them. Walked away feeling fleeced.
Back story: We went to KYB for assistance with our taxes because we wanted protection from a possible audit (our house burned down last year and we figure deductions from this might raise a red flag).
We made this clear when we called and scheduled an appointment as well as when we had an initial meeting.
At the initial meeting we were told that the representative was not sure what audit services were included but he said, “I am sure we would help walk you through a paper audit.”
We left the meeting feeling okay with this only to receive an e-mail that audit services were not included in KYB’s services.
We immediately said if this was the case we did not want to use them only to be told work had already been preformed and that they would be charging us regardless of the fact that we would not be using them to file our taxes.
This is very important for me as I help companies with their payroll needs.
Keeping Your Balance is one of the best companies I have had a chance to work with. The staff is very professional, and highly trained in handling all types of small business needs. They do everything from bookkeeping to personal tax returns.
I have used them, and highly recommend them to everyone. I also send my client to them when they are in need of bookkeeping, or need help with Quickbooks. This is very important for me as I help companies with their payroll needs.
Scammer
I use KYB to do my bookkeeping. They are professional, accessible, accurate, and generally enjoyable to work with. As a small business owner, I struggled with the amount of time I was spending on my books.
I hired someone else, but they were were just one person, so they weren’t always available to meet my needs. I’ve even gotten help from KYB after business hours. Also, their location in the heart of the financial district makes them a short muni ride away from my office.
I’m thinking of having them do my taxes this year as well… I sat down with my account manager and she had some very clever suggestions on how to reduce my tax liability.