Balance Financial Management
CPA Firm in Santa Barbara, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 567 times
Contact Information
| Address | 3 W Carrillo St Santa Barbara, CA 93101 Map and directions |
|---|---|
| Phone | (805) 618-3125 |
| Website | balancefm.com |
| Category | CPA Firm · Business management consultant, Accounting firm, Bookkeeping service, Business administration service |
| Services | bookkeeping, advisory |
About Balance Financial Management
Balance Financial Management is a cpa firm in Santa Barbara, California offering bookkeeping, and advisory. Early Google reviews give it a 5.0★ rating from 1 review. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the Santa Barbara average of 4.4★ across 68 rated firms.
Hours
| Monday | 8:30AM-5PM |
| Tuesday | 8:30AM-5PM |
| Wednesday | 8:30AM-5PM |
| Thursday | 8:30AM-5PM |
| Friday | 8:30AM-5PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 1 reviews
5★1
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Wheelchair accessible entrance
- Wheelchair accessible parking
Questions about Balance Financial Management
- Where is Balance Financial Management located?
- Balance Financial Management is located at 3 W Carrillo St, Santa Barbara, CA 93101.
- What are Balance Financial Management's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact Balance Financial Management?
- You can reach Balance Financial Management by phone at (805) 618-3125, and through its website.
- What services does Balance Financial Management offer?
- Balance Financial Management is categorized as a cpa firm, offering bookkeeping, and advisory. Contact the firm to confirm current service offerings.
- Is Balance Financial Management registered with the IRS?
- Balance Financial Management appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.