Our Services
Bookkeeping
Bookkeeping is still the backbone of our business, and now we offer it in three clear levels so you can pick the support that actually fits how you work. Whether you mostly DIY and just want a second set of eyes, or you want us in your books every month, we’ll keep things clean, accurate, and up to date so you always know where you stand.
Balance Check.
Professional oversight and periodic review for owners who mostly manage their own books but want confirmation they're doing it right.
Balance Builder.
Consistent bookkeeping that keeps your records clean and usable throughout the year, without requiring ongoing touchpoints.
Balance Manager.
Timely, reliable financials for growing businesses, making decisions about cash flow and next steps.
Tax Preparation & Filing
We know how easy it is to say you’ll do your taxes later. But before you know it, tax season is here and the forms are still blank. Don’t stress. Let us prepare and file your return with care, attention to detail, and full compliance, so you don’t have to receive a letter from your favorite pen pal, the IRS.
Individual Returns.
Personal Form 1040 preparation and filing for individuals and families.
Business Returns.
Tax preparation for partnerships, S Corporations, and C Corporations, with attention to entity-specific requirements.
Nonprofit Returns.
Compliance-focused preparation of Form 990 and Form 990 EZ for tax-exempt organizations.
Advisory Services
Ready to stop reacting and start planning? Advisory is where we move beyond compliance and start guiding what comes next. Strategic guidance for owners who want clarity, confidence, and intentional decision-making. This is where we stop recording the past and focus on what’s ahead.
Profit & Growth Coaching.
Use real financial data to improve margins, sharpen pricing, optimize expenses, and pace your growth with intention.
Tax strategy & savings
Estimated tax planning, entity structure and compensation considerations, income and expense timing, and multi-year tax projections.
HR Consulting (Strategic Guidance).
Thoughtful guidance on hiring, role clarity, contractor vs. employee analysis, compensation planning, and culture as your team grows.
The Total Balancing Act
The complete package. Every part of your financial life, working together.
Most business owners don’t just need a bookkeeper, a tax preparer, or an advisor. They need all three pulling in the same direction. The Total Balancing Act brings our Bookkeeping, Tax Preparation, and Advisory services into one coordinated relationship, so your books inform your taxes, your taxes inform your strategy, and your strategy gets backed by numbers you can actually trust.
What’s included:
Year-round bookkeeping at the Balance Builder or Balance Manager level
Annual tax preparation and filing (federal and state)
Quarterly advisory sessions for planning, decisions, and check-ins
Direct access to Tammy throughout the year, with no scrambling at tax time and no surprises
One coordinated team, one clear plan, one set of numbers everyone trusts
Why owners choose The Total Balancing Act:
Worry-free bookkeeping, calmer tax seasons, and intentional growth, all under one roof
No more repeating context across separate bookkeepers, CPAs, and consultants
Decisions get made with real data, not guesses or gut feel
You stop juggling pieces and start operating from steady ground
Want to have it all? That's the spirit.
We’ll work out a full, all-inclusive plan that fits your needs. Your books, your taxes, and your strategy, finally moving as one.
Testimonials
I love the ease of doing business with Balancing Act. Tammy’s professionalism and personal touch calmed any fears I had about dealing with the IRS!
Suzy M.
James S.
Tammy was amazing! Punctual, responsive, and fast in delivering what I needed. Couldn’t be happier with her services! Will definitely use Tammy again.
Selena B.
Ready to start?
So are we! Let’s work out a personalized plan that perfectly fits your needs and budget.