At Cornerstone Balances, we offer a year-round tax preparation service.  With tax laws constantly changing, it can be stressful to navigate on your own.  We aim to provide timely and easy-to-understand results for your tax situation.  Our team will also provide tax planning and estimated tax planning for your personal and business needs.  Financial events happen throughout the year, and we want to be able to help you plan through it ahead of filing deadlines.  We look forward to providing our services for your tax, payroll, and bookkeeping needs. 

Our History

Kerry is seasoned tax and business professionals who are ready to handle your tax, bookkeeping, and payroll needs.

Kerry

Starting as a young adult, Kerry worked for a family run farm for 15 years, learning the ins and outs of running a business, bookkeeping and tax consequences.  Kerry worked for a national tax preparation company from 2007-2015 while also operating a garden scaping business.  From 2016 to 2021, Kerry worked at a wealth management firm and attained the status of Enrolled Agent in 2018.  In 2022, Kerry graduated from Southern New Hampshire University with a bachelor’s degree in Finance with a concentration in financial planning. Kerry is excited to be back in the business community to help the Upper Valley with their tax and business needs.