Ballinger Jean CPA

Jean Ballinger practises under the name The Iowa Tax Lady, and the site is written throughout in the first person singular — one CPA doing the work rather than a team. Peachtree is the software she has built the business accounting side around, in use since 1997, covering selection and setup, general ledger and payroll configuration, and training a client's own bookkeeping staff to use it properly; where a client would rather not keep the books at all, she does that instead. The other recurring threads are estate and trust income tax returns, investment accounting, and IRS problem resolution — non-filed returns, liens and levies, offers in compromise, innocent spouse relief. Compilations, reviews and audits, part-time CFO work, new business formation, non-profit work and elder care round out the list. A free 15-minute initial consultation is offered, and clients send files through a portal and online tax organizer.

The office is now in her home on Division Street, across from Burlington High School, after the City of Burlington bought her previous building to convert into a police station.