Balanced Financial Solutions
Tax Preparation & Advisory
Balanced Financial Solutions delivers professional tax preparation, bookkeeping, planning, and advisory services for individuals and businesses.
Comprehensive services designed for clarity, compliance, and long-term stability.
Federal and state filings prepared and reviewed for accuracy.
LLC, partnership, and corporate returns with organized workpapers.
Strategy and forecasting to reduce liabilities and avoid surprises.
Support for notices, audits, disputes, and resolution processes.
Monthly reconciliations and clean reporting for decision-making.
Payroll processing assistance and compliance-focused coordination.
A clear, repeatable process so you always know what’s next.
Quick onboarding, document checklist, and secure collection of key details.
Preparation, accuracy review, and clarifying questions before filing.
We file, confirm submission, and remain available for follow-ups and notices.
Transparent starting rates. Final pricing depends on complexity and required schedules.
| Service | Starting | Notes |
|---|---|---|
| Individual Return | $180+ | W-2, standard deductions Itemized, multi-state, investments may increase cost. |
| Small Business Return | $450+ | Schedule C / basic business filing Multiple entities and payroll increase scope. |
| Tax Planning Session | $150/hr | Strategy, projections, and compliance review |
| IRS Notice / Resolution | $250+ | Depends on correspondence and representation needs |
Structured options for ongoing support.
Return + basic planning check-in.
Business return + quarterly planning support.
Real feedback from clients who trust Balanced Financial Solutions.
Brandon, Jennifer and the team are wonderful — knowledgeable, efficient, and always willing to explain the process. Highly recommended.
Exceptional, value-based services. Great communication and guidance that helped me make better decisions financially.
Excellent accountant. Patient, timely responses, and super helpful for a new business owner.
We use Balanced Financial for both company and individual returns. They’re fantastic — highly recommend.
Top rate accounting services. Seamless and painless process. Highly recommend Brandon and the team.
Quick answers to common questions.
Schedule a consultation and we’ll recommend the best approach for your situation — clear scope, clear pricing.
1100 H St NW #1050, Washington, DC 20005, United States
Send a message and we will respond promptly.
