Tax · Bookkeeping · Advisory · Payroll
More than tax.
Total balance.
Total Balance Tax & Consulting is a remote-first tax, bookkeeping, payroll, and advisory firm built for small business owners who need more than a once-a-year tax return. We help business owners stay organized, understand their numbers, plan ahead, and coordinate their business and personal tax picture with year-round support.
Not Just Tax Prep
Built Around the Full
Financial Cycle
We are not a transaction-based tax office focused only on filing returns. Our work is built around the full financial cycle of a small business: bookkeeping, payroll compliance, tax projections, business and personal tax preparation, notice support, and advisory guidance. The goal is not just to file accurately — but to help business owners understand where they stand and make informed decisions throughout the year.
Sound Familiar?
Common Business Owner Problems We Solve
I don't know how much to set aside for taxes.
My books are behind or messy.
I have an S corporation but don't know if payroll is correct.
I received an IRS or state notice.
My business and personal taxes feel disconnected.
I only hear from my tax preparer once a year.
I want to grow, but I need better numbers.
TBTC helps business owners bring these pieces together through bookkeeping, tax planning, payroll compliance, and advisory support.
What We Do
Services Built for
Small Business
Tax Preparation
For business clients, we coordinate the owner's personal tax return with the business return to ensure the full tax picture is reviewed together — with a focus on accuracy, organization, and clear communication.
Tax Planning
Year-round planning to help reduce surprises, improve cash flow, and make smarter tax decisions before filing season.
Bookkeeping Support
Monthly, quarterly, or cleanup bookkeeping services designed to keep your records accurate and ready for tax time.
Small Business Consulting
Support for entity structure, owner compensation, bookkeeping systems, deductions, tax strategy, and year-end planning.
Who We Serve
Built for Business
Owners Like You
We work best with small business owners who value organization, communication, and proactive planning. Our clients are often owner-operated businesses, LLCs, S corporations, professional service providers, contractors, consultants, and growing businesses that need coordinated support across bookkeeping, payroll, tax preparation, and advisory services.
TBTC is designed for business owners who want to move beyond reactive tax filing and build a clearer, more balanced financial foundation.
Why Total Balance?
- Proactive Tax Planning
- Cloud-Based & Remote
- Business & Personal Tax Expertise
- Responsive Communication
- Advisory-Focused Approach
- Year-Round Support
Let's Talk
Ready to Achieve
Total Balance?
Whether you need tax preparation, bookkeeping, or ongoing advisory services, we're here to help you achieve total balance.
