About us

Built on Experience, Trust, and Personal Service

Balance Tax Accounting was founded with a simple idea: clients deserve an accountant who listens, explains, and genuinely cares about getting things right.

Over the years, we’ve seen how overwhelming taxes and accounting can feel—especially for individuals managing busy lives or business owners juggling multiple responsibilities. Many clients come to us after feeling rushed, confused, or unheard elsewhere. From the beginning, our goal has been to offer a different experience—one rooted in patience, clarity, and long-term relationships.

Through changing tax laws, economic shifts, and evolving business needs, we have remained a steady and dependable partner for our clients. Our growth has come primarily through word-of-mouth referrals and long-standing client relationships, which we consider the strongest measure of trust.

Leadership & Experience

Balance Tax Accounting is led by Sandy Sharrma, an experienced accounting professional with over 23 years of hands-on experience in the tax and accounting industry. Sandy’s background spans a wide range of accounting disciplines, including: 
  • Personal Income Tax Returns
  • Corporate Tax Filings (T2)
  • Payroll Setup and Management
  • GST & PST Registration and Filing
  • Bookkeeping Support
  • Non-Resident Tax Services
Rather than focusing on titles, Sandy focuses on results—ensuring every client file is handled with care, accuracy, and professionalism. Each engagement is approached with a strong sense of responsibility and a commitment to ethical practices. Sandy believes that clients should never feel uncertain about what is being filed on their behalf. That belief shapes how our firm communicates, advises, and delivers services.

A Team Built on Practical Expertise

Our strength lies in the combined experience of our team. In addition to decades of practical accounting knowledge, our firm includes professionals who have worked closely with former CRA auditors.

This experience provides valuable insight into: 

  • Compliance expectations
  • Audit and review processes
  • Proper documentation and reporting standards
  • Risk areas commonly examined by tax authorities

Having this perspective allows us to be proactive rather than reactive. We help clients prepare their filings with accuracy and confidence, reducing unnecessary stress if questions or reviews arise.

Our Mission

To provide honest, accurate, and dependable accounting services that help our clients meet their obligations with confidence and peace of mind.

We aim to remove stress from tax and accounting processes so our clients can focus on what matters most—family, work, and business growth. 

Our Core Values

Everything we do is guided by a clear set of values:

Integrity

We do what’s right, always

Accuracy

Every detail matters

Respect

Every client deserves time and attention

Confidentiality

Your information is handled with care

Commitment

We stand by our clients year after year

These values shape how we work and how we build lasting relationships.