Accounting & Tax Advisory Services for Individuals and Small Businesses

Balance Transact LLC provides clear, compliant accounting and tax advisory services for individuals and small business owners. Our work focuses on accuracy, organization, and dependable financial support.

In practice, we help clients stay compliant, organize financial records, and respond to regulatory requirements. As a result, business owners gain clarity, reduce risk, and make informed financial decisions with confidence.

We work with individuals and business owners who value clarity, structure, and accountability, whether addressing current tax obligations, resolving notices, or establishing compliant business entities aligned with long-term tax planning.

Our Services

• Tax Preparation & Filing
• Bookkeeping & Financial Cleanup
• Tax Advisory & Compliance Support
• IRS Notice Resolution
• Business Formation & Structuring
• VA Fiduciary Services