Balboa Tax & Accounting Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: restaurants (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balboa Tax & Accounting Services | home page | |
| Website | https://balboatax.com/ | home page | |
| Office locality | Garden Grove, CA | home page | |
| Phone | +19497521120 | home page | |
| Offers bookkeeping | Documented: ...work - so when year-end arrives, you keep more of what you've earned. Accounting and Bookkeeping Services Whether you're launching a new venture or running an established company... | home page | |
| AP / AR | Documented: ...file clean-up for QuickBooks™ Payroll processing services Weekly and monthly reporting Accounts payable and receivable Financial statements Cash balance tracking Monthly closings... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...and forecasting Cash flow management Tax preparation Tax planning QuickBooks® support Payroll services Business incorporation and advisory Schedule a Consultation Schedule a... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...free consultation to get started today. Accounting for businesses Bookkeeping services Financial statement preparation Budgeting and forecasting Cash flow management Tax... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...firm Support and file clean-up for QuickBooks™ Payroll processing services Weekly and monthly reporting Accounts payable and receivable Financial statements Cash balance tracking... | home page | 4 pts (max 4) |
| Named contact / team | Kevin Dong, Partner | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 1 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Balboa Tax & Accounting Services' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Balboa Tax & Accounting Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.