Balancing Vail CPA & Associates

Accounting • Calabasas, California, United States • 1-10 Employees

Company overview

Headquarters	Calabasas, California, United States
Website	balancingvailcpa.com
NAICS	5412
Keywords	Tax Planning, Business Advisory, Tax Preparation, Irs Representation, Estate & Trust Planning, Entity Structuring, State And Local Tax (Salt), Multi-State Compliance, High-Net-Worth Tax Strategy, Equity Compensation (Iso/Rsu/Nso)
Founded	2023
Employees	1-10

Key Contact at Balancing Vail CPA & Associates

Nancy Zadeh Nehoray

Founder & Principal

About Balancing Vail CPA & Associates

Balancing Vail CPA & Associates is a boutique tax and advisory firm serving founders, executives with equity compensation, high-net-worth families, real estate investors, and business owners. We specialize in: • Proactive tax planning & quarterly estimates — avoid April surprises. • Equity compensation strategies (ISOs, RSUs, NSOs) — navigate AMT and optimize wealth. • Multi-state (SALT) compliance — stay ahead of residency and cross-state filing requirements. • Entity structuring & business advisory — align tax efficiency with growth. • Estate & trust planning — protect assets and preserve wealth across generations. Our mission is simple: to simplify complex tax challenges and deliver clarity, confidence, and peace of mind. 📧 Contact us: nancy@b-vcpas.com 🌐 Visit: balancingvailcpa.com

Balancing Vail CPA & Associates revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Balancing Vail CPA & Associates has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Balancing Vail CPA & Associates has never raised funding before.

Frequently asked questions

Balancing Vail CPA & Associates is located in Calabasas, California, US.

Balancing Vail CPA & Associates was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Balancing Vail CPA & Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Balancing Vail CPA & Associates

Nancy Zadeh Nehoray

Founder & Principal

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