Balance Point Tax & Accounting LLC

07/20/2026

We've all been guilty of letting mail pile up, but if you receive a letter from the IRS, it's worth opening sooner rather than later.

Not every notice means you've done something wrong. Many are simply asking for information, confirming a change, or reminding you about a balance due. Taking care of it early can often prevent additional interest, penalties, or unnecessary stress.

If you receive a notice and you're not sure what it means, we're happy to help you understand it before you respond.

Send a message to learn more

07/02/2026

Have you filed your Kwong claim? One week left and you can now do it online!
The IRS just opened a new online e-file option for these claims (Kwong v. United States). We break down exactly how to check your IRS transcripts and file before time runs out in this article:

How to File a Kwong v. United States Claim for a COVID-19 Penalty Refund — Now Through Your IRS Online Account If you paid IRS penalties or interest for tax years 2019 through 2022, a recent court decision may entitle you to a refund — but only if you file a claim before July 10, […]

06/30/2026

Did you pay IRS penalties or interest during the COVID years (2019–2022)? There's a court case, Kwong v. United States, that could open the door to refunds, even on claims previously considered too late.

The IRS has appealed, so it's not final, but eligible taxpayers should file a protective claim now. For many, the deadline is July 10, 2026.
Think this might apply to you? Give us a call — we'll take a look at your IRS transcripts and help you figure out next steps.

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11/04/2024

We have exciting news! Balance Point has an opening for ONE new client in the next 30 days. If you're a motivated small business owner looking for comprehensive, year-round bookkeeping and tax guidance, now is the perfect time to partner with us. Don’t miss this opportunity to get the support and expertise your business deserves. Message us today to get started!

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10/15/2024

Happy tax extension day! That’s a wrap on the 2023 tax season. Now it’s time to dive into final tax planning for 2024. Excited to help our clients save $$$ on taxes this year!

12/08/2023

🌟 We're Growing Our Team! 🌟 Balance Point Tax & Accounting is on the lookout for an experienced Bookkeeper to join our dynamic team. If you have a passion for numbers, a keen eye for detail, and a drive to support small businesses, we'd love to hear from you! Visit our careers page for more details and apply today.

11/09/2023

We are so thrilled to present our newly designed website! What do you all think?
Many thanks to Mooney Marketing in Bend for the website build!

Our team at Balance Point Tax & Accounting located in Redmond, Oregon is committed to the success of small business owners. We understand that each business is unique and tailor our approach to meet your specific needs.

09/13/2023

Happy fall y’all!  All you self-employed folks, don’t forget to make your 3rd quarter estimated tax payments by Friday.

08/02/2023

Balance Point team night out at the grand opening of Luckey’s Woodsman in Sisters! Really good food, recommend checking them out…especially the nachos

03/23/2023

First thing in my inbox this morning...makes my day and credit should go to the Balance Point team Ami and Brittney!