Personal Income Tax
T1 returns prepared, filed and explained. Slips, deductions, credits — all handled correctly the first time.
A+ BBB Rated · Since 1982
forty-three years.
Plain-talk accounting
in the Annapolis Valley.
Balanced Books has been on Commercial Street in Middleton since May 1982. Personal and corporate income tax, bookkeeping, payroll and HST — for sole proprietors, small corporations, and the families who've been our clients for decades.
"I won't let you leave with unanswered questions." — Dan Smith, owner
Meet
Dan Smith
A+ BBB Rating
Better Business Bureau · Atlantic Provinces
Since 1982
Same office, same owner, 43 years
Open Year-Round
Tax help any month — not just March/April
What we do
Tax, books, payroll, HST.
Forty-three years of doing the same set of things really well. Pick what you need or call to talk it through.
Corporate Income Tax
T2 corporate returns for incorporated small businesses. Full-cycle filings with year-end accounting included.
Sole Proprietor Returns
T2125 statements for self-employed and freelance income — trades, side hustles, contractors all welcome.
Monthly Bookkeeping
Monthly transaction processing, account reconciliation, and clean books ready for year-end. Quarterly available too.
Quarterly Accounting
If monthly is more than you need, quarterly reviews keep you on top of HST and your business numbers.
Payroll
Payroll runs, source deductions, ROEs and year-end T4s for small teams.
A short story
A client just dropped off his taxes for the 20th year.
Dan met with him this season — it's the 20th year that client has brought his information to Balanced Books. Twenty years of returns, twenty years of tax-time conversations, twenty years of trust earned one filing at a time.
That's not the longest-tenured client in the file cabinet. Just one of many. And it's the reason we've kept the lights on at 30 Commercial Street since the spring of 1982.
Six things you should know
- Open 12 months a year — not just tax season
- A+ BBB rating with the Atlantic Provinces bureau
- Personal and corporate returns
- Reasonable, transparent pricing
- CRA letters? Bring 'em in. We'll respond properly.
- Same accountant since 1982. Not the firm — the actual person.
Annapolis Valley
MiddletonBridgetownAnnapolis RoyalKingstonGreenwoodWilmotLawrencetownAnnapolis Valley
Ready when you are.
Call to book an appointment, drop in during business hours, or send Dan an email. Tax season fills up — but we're here all year, so don't worry if you're calling in October.
Hours
- Monday 9:30 AM – 5:00 PM
- Tuesday 9:30 AM – 5:00 PM
- Wednesday 9:30 AM – 5:00 PM
- Thursday 9:30 AM – 5:00 PM
- Friday 9:30 AM – 5:00 PM
- Saturday Closed
- Sunday Closed