Expertise From A Former IRS Agent

Bookkeeping & Tax Preparation Services

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Tax Preparation

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IRS Audit Assistance

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Bookkeeping

Streamlining Your Numbers With Expert Tools

QuickBooks certification gives us the ability to organize, track, and simplify your finances efficiently.

Making Tax Time Simple And Strategic

Our detailed tax preparation services help you avoid stress, reduce risk, and maximize returns.

Fueled By Entrepreneurial Spirit

We know the hustle—our services are built to empower small business owners and solopreneurs.

About J&C BalanceWorks

At J&C BalanceWorks in Lowell, MA, we provide expert bookkeeping service that helps small business owners, solopreneurs, and professionals stay focused on what they do best. As a QuickBooks Certified, certified professional, we deliver accurate, organized, and easy-to-understand records, giving you a clear picture of your business’s financial health.

Whether you’re behind on books or need support preparing for year-end, our team ensures your accounts are current and audit-ready. We’re here to make sure the numbers make sense—without the stress.

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

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Giving Every Client The Care They Deserve

As a proud family-owned business, we treat your financial needs like our own—with honesty and dedication.

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Leading With Clarity, Heart, And Expertise

Being women-owned means we lead with intention, detail, and strength to elevate your business.

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Proudly Delivering Accuracy You Can Trust

We bring certified knowledge to every client, ensuring your bookkeeping service is handled with absolute 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

“I highly recommend J&C BalanceWorks for bookkeeping! Junia and her team know exactly how to keep your books clean, organized, and audit-ready. They’re professional, friendly, and truly care about helping small businesses succeed.”

Paul A.

“I can’t say enough good things about this bookkeeping and tax service. From day one, they’ve been thorough, organized, and incredibly patient in walking me through every step. What really stood out was their attention to detail nothing slips through the cracks. They caught things in my books that I didn’t even realize were off, and their tax guidance saved me both time and money. If you’re looking for a team that’s professional, trustworthy, and truly invested in your financial well-being, this is it. I wouldn’t trust my books or taxes with anyone else.”

Diana J.

“We’ve been working with J&C balance works for a while now, and I can honestly say they’ve made a huge difference in how smoothly my business runs. Super organized, reliable, and always on point with communication.”

Parvel A.

“Outstanding Customer Service – Truly Above and Beyond! I cannot say enough great things about the customer service at J&C BalanceWorks. From the very first call, their team was professional, patient, and incredibly knowledgeable. Every question I had–no matter how small–was answered with care and clarity. What truly stood out was how they made me feel like more than just a client. They took the time to understand my specific needs, walked me through my financials step-by-step, and even followed up to ensure I was comfortable and satisfied with everything. Their responsiveness is unmatched–I never had to wait long for a reply, and they always made me feel like a priority. It’s rare to find a company that combines financial expertise with such genuine human care. If you’re looking for an accounting team that truly values relationships and delivers top-notch service, look no further. I highly recommend J&C BalanceWorks to anyone who wants peace of mind and exceptional support”

Magdaline V.

“J&C BalanceWorks is amazing! Their team is professional, detail-oriented, and truly cares about helping you stay financially organized.”

Josie L.

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