Tax preparation service in Vancouver, WA (show on map)
4.2
★★★★☆
23 reviews
A Vancouver, WA-based accounting and tax firm offering corporate tax planning, bookkeeping, payroll, audits, and advisory services for businesses and individuals.
Checked & Balanced Inc. is a full-service accounting and tax firm based in Vancouver, WA. They offer year-round corporate tax planning and preparation, Tax Management Services (TMS) that bundle outsourced tax expertise, bookkeeping, payroll, HR solutions, business valuations, mergers & acquisitions advisory, succession planning, audits & attestation, cost segregation, credits & incentives, state & local tax services, estate/trust/gift planning, and personal & business taxes.
Their approach emphasizes collaborative partnerships, personalized roadmaps, and a personal touch with direct access to knowledgeable staff. They are a QuickBooks ProAdvisor, IRS-registered tax practitioner, and Certified Bookkeeper/Payroll Instructor.
Personal touch service with direct staff access
Collaborative partnerships tailored to individual client goals
Cloud-based security using VPN on IBM cloud servers
Certified QuickBooks ProAdvisor and IRS-registered tax practitioner
Combined 30+ years of experience in accounting, auditing, tax, and certified payroll
Multi-state corporate setup capabilities
Services
Corporate Tax Planning & Preparation
Year-round corporate tax planning and preparation delivered through personalized one-on-one consulting to maximize tax savings and ensure compliance.
Year-round planningPersonalized consultingCompliance with changing tax laws
Tax Management Services (TMS)
A bundled suite of outsourced tax services providing immediate access to top-tier tax specialists, adaptable tools, and strategic management of tax obligations.
Bundled tax services from a single providerAccess to highly trained tax specialistsDetailed understanding of client tax activities
Bookkeeping Services
Professional bookkeeping to keep financial transactions organized, save time, and support informed financial decisions.
Experienced teamOrganization of financial transactionsTime-saving for business owners
Payroll Services
Outsource payroll processes to ensure compliance, accuracy, and timely processing while focusing on core business objectives.
Compliance assuranceAccurate and timely processingMulti-input choices (web, fax, email, call-in)
Advisory & Consulting
Tailored advisory and consulting services including business valuations, mergers & acquisitions, and succession planning to drive business success.
Business ValuationsMergers & AcquisitionsSuccession PlanningIncreasing ProfitabilityBusiness Sale Options
Audits & Attestation
Comprehensive audit and attestation services for businesses, nonprofits, and local governments to ensure accuracy and provide assurance to third parties.
Financial Statement AuditsCompliance AuditsInternal Control ReviewsPerformance AuditsAgreed-Upon ProceduresAttestation Engagements
Credentials & Certifications
QuickBooks ProAdvisor
IRS Registered Tax Practitioner (ERO)
Certified Bookkeeper
Payroll Instructor
GSA Auditor (GAAP experience)
Reviews
Rating
4.2
★★★★☆
Reviews
23
"It takes the stress away being able to rely on her doing our taxes!"
Frequently Asked Questions
What services does Checked & Balanced Inc. offer? +
They offer corporate tax planning, tax management services (TMS), bookkeeping, payroll, advisory & consulting (business valuations, M&A, succession planning), audits & attestation, state & local tax services, estate/trust/gift planning, cost segregation, credits & incentives, and HR solutions.
How long has Checked & Balanced Inc. been in business? +
Over 20 years, providing tax processing, bookkeeping, and payroll services.
Do they serve clients outside of Washington state? +
Yes, they offer services for all 50 states and Puerto Rico.
What makes Checked & Balanced Inc. different from competitors? +
Their personal touch service, dedicated knowledgeable staff, direct access without voice menus or issue tickets, and a collaborative partnership approach.
Are they certified and qualified? +
Yes. They are a QuickBooks ProAdvisor, Certified Bookkeeper, Payroll Instructor, and IRS-registered tax practitioner (ERO).
What is Tax Management Services (TMS)? +
TMS is an innovative approach that bundles outsourced tax services from a single provider, giving clients access to highly trained tax specialists and adaptable tools to navigate the tax landscape strategically.
4.2
