Firm Profile

In January of 2000, Sherry L. Neis, EA, established a local tax and bookkeeping service which became known as “The Balancing Act“. Sherry’s vision is to glorify God by faithfully serving her clients with competence, compassion and a clear conscience.

Our tax services include planning, preparation and representation before federal and state tax agencies. We prepare individual, small business, partnership, corporate, estate, small non-profit and trust tax returns. If you are new to the area, we prepare out of state returns, as well.

We currently have a 74,608-page-long federal tax code, making our tax laws more complex then ever before. Our continual investment of time and resources in professional continuing education and state-of-the-art computer technology ensures that our tax professionals serve you with competence.

As a QuickBooks ProAdvisor, we offer complete bookkeeping and payroll services to help you run your business more efficiently. Operating a small business is very rewarding but comes with the obligations to maintain proper records as well as meet payroll and sales tax obligations. We have more than twenty years experience serving clients from a variety of industries. Let us take your burden from you so you can focus on making your business more profitable. Since your time is valuable, we offer free local pickup and delivery.

Sherry L. Neis, Owner

Enrolled Agent
Main Number: (661) 823-8104
Fax: (661) 823-7886

Sherry L. Neis, OwnerSherry L. Neis, an Enrolled Agent since 1995, has been preparing tax returns professionally for over 25 years. She has served as the President of the Kern Chapter of the California Society of Enrolled Agents and is an active member of both the National Association of Enrolled Agents and the California Society of Enrolled Agents.

Sherry has lived in the Tehachapi area for more than 30 years. As a small business owner, she specializes in providing local businesses with tax and bookkeeping services to help them meet their goals. As a taxpayer, Sherry understands the importance of having a thorough knowledge of tax law and the ability to apply the law fairly to each client. She is committed to providing honest and accurate tax preparation for each and every taxpayer.

Sherry understands what a “Balancing Act” it is to raise a family, budget for a household, start up a new business, and plan for college and retirement, all in a world that is becoming more and more complex. Sherry couples her knowledge, experience, and professional service with compassion and understanding of the unique situations each of her clients are experiencing.

Enrolled AgentCertified ProAdvisor

Bob Neis

Office Administrator
Main Number: (661) 823-8104
Fax: (661) 823-7886