At Check and Balance Firm we practice Tax Avoidance instead of Tax Evasion!
Services Provided
Consultations
If you need some insight into your situation, whether it is tax issues, starting a new business, or just need help planning, then we are the firm for you.
Individuals
Tax Preparation, Tax and Financial Planning, Consultations, and IRS Representation.
Businesses
Tax Preparation
Bookkeeping and Accounting, Tax Preparation, Payroll, Sales tax reporting, New business setups, and Existing business restructure.
Tax Preparation
Bookkeeping and Accounting Services
Tax Preparation
Preparing your own income tax return often leads to more questions than answers. Today's tax laws are so complex that even filing a relatively simple return can be bewildering. It's all too easy to miss out on deductions and credits you're entitled to. While using computer software can help, there's no substitute for the guidance of a seasoned tax professional.
When you choose our services, your tax return undergoes thorough scrutiny by our computer software, flagging potential issues the IRS might scrutinize closely. We meticulously review the math to minimize the chance of IRS inquiries.
Furthermore, we offer the convenience of electronic filing, ensuring you receive your refund promptly.
Tax and Financial Planning
Bookkeeping and Accounting Services
Bookkeeping and Accounting Services
Our team will guide you in fine-tuning your payroll withholding to ensure you're withholding adequate taxes, avoiding surprises come tax season. We'll explore potential deductions to minimize your tax burden for the upcoming year and provide a list of commonly missed deductions to further reduce next year's tax liability. If budgeting isn't your strong suit, we're here to lend a hand with financial planning.
Bookkeeping and Accounting Services
Bookkeeping and Accounting Services
Bookkeeping and Accounting Services
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
If you are a partner in a Partnership, shareholder of an S-Corporation, or officer of a C-Corporation, then you need to contact us so that we can set you up on an Accounting plan that is customized for your business.
IRS Representation
IRS Representation
IRS Representation
If you have an audit, lien, or levy and need help with getting out of those situations, then we have a team of Enrolled Agents that can represent you before the IRS.
