Professional
Bookkeeping
& Tax Services
You Can Rely On.
Balance Beam serves small business owners and individuals in Pasadena and the greater Los Angeles area — with customized professionals, clear pricing, and a secure client portal.
Client Portal — DashboardFinancial services
built around your needs.
Bookkeeping
Monthly reconciliation, financial statements, and real-time reporting so you always know where your business stands.
Learn more →Tax Preparation
Individual, self-employed, and business tax returns. We find every deduction and file on time, every year.
Learn more →IRS Resolution
Audit representation, penalty abatement, installment agreements, and offer in compromise negotiations.
Learn more →We work with people
who have real financial needs.
From solo entrepreneurs to growing LLCs, we tailor our approach to your situation — not a one-size-fits-all package.
Small Businesses
LLCs, S-Corps, and sole proprietors who need clean books and year-end tax prep.
Freelancers & Contractors
Self-employed professionals managing complex income streams and deductions.
Real Estate Investors
Rental property owners who need accurate reporting and strategic tax planning.
Individuals & Families
Households with investments, life changes, or financial goals that need expert guidance.
Simple, clear, and handled
by real professionals.
Free Consultation
Schedule a call. We listen to your situation and explain exactly how we can help — no sales pressure.
Secure Onboarding
We walk you through our secure portal, gather your documents, and build your engagement plan.
We Get to Work
Your dedicated advisor handles your books and filings with clear updates as your work progresses.
Review & Sign Off
We present your financials or return for review. You approve, we file — no surprises, no rush.
What our clients say.
“David Rios and his team handled my tax preparation with true professionalism and care. They explained everything clearly — I finally feel like I have a trusted financial partner.”
“They provided a clear consultation with realistic expectations, and quoted a straightforward price without hidden fees. One of the best financial decisions I've made.”
“The first time meeting with David he was warm, welcoming and thorough. I finally found someone I can trust with my books and taxes.”
Ready to get your finances in order?
Schedule a free consultation and we'll explore exactly how we can help — no pressure, no commitment required.