Expertise From A Former IRS Agent
Tax Services in Lowell MA
Tax Preparation
IRS Audit Assistance
Bookkeeping
Financial Structure That Supports Growth
Comprehensive Tax
Support
Trusted By Lowell
Businesses
About J&C BalanceWorks
Based in Lowell, J&C BalanceWorks delivers professional tax services supported by accurate bookkeeping and financial clarity. We help individuals and businesses stay compliant, organized, and prepared for filings, audits, and long-term planning—without unnecessary complexity.
Featured Services
Bookkeeping Service
Reliable and precise bookkeeping service is essential for staying organized, compliant, and financially informed.
Tax Preparation
Preparing taxes correctly and on time can make a significant difference in both compliance and peace of mind.
Tax Consultation
Getting the proper guidance during tax season can save money, reduce stress, and help avoid costly mistakes.
Why Choose Us
Rooted In Care And Commitment
As a local, family-owned business, we put clients first.
Leadership With Purpose And Detail
Our women-owned firm delivers clarity and strength in financial services.
Accuracy Backed By Certification
We ensure dependable tax services with professional precision.
What We Offer
- NMonthly Bookkeeping & Cleanups
- NJob Costing & Project Tracking
- NBusiness & Personal Tax Filing
- NQuickBooks Setup & Support
- NAudit Prep & Strategy Sessions
Meet The Experts Behind J&C BalanceWorks
Junia
I spent 14 years with the IRS, most recently working as a Business Tax Auditor. In that role, I closely reviewed company financials to ensure taxes were reported accurately and paid correctly.
Colette
I help individuals and small business owners gain control of their finances. I specialize in bookkeeping service, tax preparation, and personalized guidance as a dedicated tax consultant.
What Customers Are Saying
Donna F.
“Comprehensive tax services in Lowell MA from J&C BalanceWorks.”
Nicholas R.
“Junia provides dependable tax services in Lowell MA.”
Mark P.
“Colette’s tax services in Lowell MA are highly professional.”
Gallery
Comprehensive Tax Services in Lowell, MA
J & C BalanceWorks offers a full range of tax services in Lowell, MA, including tax preparation, planning, advisory, and IRS assistance. Our goal is to help individuals and businesses reduce liabilities and stay compliant with changing tax regulations. We combine professional expertise with personal attention to deliver accurate and reliable tax solutions. Lowell residents trust us for year-round support and clear financial guidance.
FAQs
What are tax services in Lowell MA?
Tax services in Lowell MA include filing, planning, and compliance. J&C BalanceWorks provides monthly bookkeeping, tax preparation, QuickBooks Online setup, cleanup services, reconciliations, financial reporting, and small-business consulting. We help businesses stay organized, accurate, and IRS-ready.
Who uses tax services in Lowell MA?
Individuals and businesses.
Are tax services in Lowell MA year-round?
Yes, ongoing support is available.
Can tax services in Lowell MA help with IRS matters?
Yes, IRS assistance is included.
Why choose local tax services in Lowell MA?
Local experts understand state requirements.
How do I find a local trusted tax services provider near me in Lowell, MA?
A trusted tax services provider in Lowell should offer preparation, planning, and advisory services with local tax knowledge and responsive support.
Do you offer virtual or remote bookkeeping?
Yes! J&C BalanceWorks provides 100% virtual bookkeeping for clients across Massachusetts, New Hampshire, and nationwide. You can upload documents securely, and we handle the rest.
What makes J&C BalanceWorks different?
We’re led by a former IRS Revenue Agent with 14+ years of experience, which means your books are handled with expert accuracy, compliance, and audit-ready standards. We bring big-firm knowledge with small-business care.
Can you fix messy or behind bookkeeping?
Absolutely. We specialize in QuickBooks cleanup for Massachusetts and New Hampshire small businesses, including past-due reconciliations, uncategorized transactions, and account corrections whether you’re 1 month or 2 years behind.
How much do your bookkeeping services cost?
Our monthly packages typically range from $300–$3,000+ based on your number of transactions, bank accounts, and business complexity. Custom quotes are available for businesses in MA, and NH.
Can you help set up or fix QuickBooks Online?
Yes. We offer QuickBooks Online setup, troubleshooting, account syncing, and training. Many clients come to us after struggling with bank feed issues, miscategorized transactions, or incorrect setup.
How can I schedule an appointment with you?
You can call 978-200-3331, message us directly on Google, or book a consultation through our website. We offer flexible scheduling for clients in MA and NH.
Do you offer services to new or small businesses?
Yes! Whether you’re a brand-new startup or an established business, we help you set up strong financial systems, understand your numbers, and grow with confidence.
How does J&C BalanceWorks help businesses grow?
We provide clear financial reports that show where your money is going, identify areas to save, and help you plan for taxes. Clean books lead to better decisions, better profits, and better growth.
Local Tax Services Provider Near You, Serving Lowell, MA
Need tax services near you in Lowell MA? We offer responsive, professional assistance year-round. Our tax services in Lowell MA include preparation, planning, and ongoing support for individuals and businesses.