Our Services

Balance Transact LLC provides structured accounting, tax, and financial services designed to support individuals and small business owners with compliance, organization, and informed financial decision-making.

Tax Preparation & Filing

Individual and business tax return preparation with a focus on accuracy, compliance, and proper reporting.

Bookkeeping & Financial Cleanup

Monthly bookkeeping, historical cleanup, and financial organization to support tax filings and informed decision-making.

Tax Advisory & Compliance Support

Ongoing guidance to address tax obligations, planning considerations, and regulatory requirements.

IRS Notice Resolution

Representation-style support for responding to IRS notices, penalties, and official correspondence.

Business Formation & Structuring

Entity setup and restructuring aligned with tax strategy and compliance, not standalone filing services.

VA Fiduciary Services

Department of Veterans Affairs fiduciary services, including financial oversight, reporting, and compliance support for beneficiaries.

Services are provided based on client needs and scope. Engagement and pricing vary by complexity.