About Balance Transact LLC
Balance Transact LLC is an accounting and tax advisory firm providing clear, compliant, and dependable financial services to individuals, small business owners, and fiduciary clients. Founded in 2014, the firm operates fully remotely, serving clients nationwide with secure and efficient support.
Our work centers on accuracy, compliance, and long-term financial clarity. We assist clients with tax compliance, financial organization, advisory support, and regulatory matters without unnecessary complexity or in-person requirements.
Clients work with us because they value structure, transparency, and accountability. Whether navigating IRS correspondence, organizing financial records, or making informed tax decisions, we provide steady guidance with attention to detail and discretion.
The firm was built on the belief that trust, consistency, and accuracy are non-negotiable in financial work.
Scope of Services
Balance Transact LLC provides accounting and tax advisory services for individuals and small businesses, including ongoing tax advisory, compliance support, and entity structuring aligned with tax strategy. The firm also performs Department of Veterans Affairs fiduciary services, including financial oversight and required reporting.
Leadership & Professional Background
Balance Transact LLC is led by Courtney Jones, an accounting professional with over a decade of experience supporting individuals, business owners, and fiduciary clients. She holds a Master’s degree in Accounting and brings a disciplined, client-focused approach to tax compliance, financial organization, and advisory services. Her work is grounded in precision, ethical standards, and a commitment to helping clients feel informed and supported in their financial decisions.
Based in Texas, Balance Transact LLC serves clients nationwide through a secure, fully remote service model.
Work With Balance Transact LLC
All services are provided by consultation and appointment.
- 📞 Phone: 844-FIN-DESK | (844-346-3375)
- 📧 Email: info@balancetransact.com
- 📍 Mailing Address: 22720 Morton Ranch Rd Ste 160-134 Katy, Texas 77449 (Mailing Only)
- 🌐 Service Area: Nationwide (Remote)