CPA-Led · Remote-First · Nationwide
Total Balance Tax & Consulting

More than tax.
Total balance.

A remote-first tax, bookkeeping, payroll compliance, and advisory firm helping small-business owners move beyond once-a-year tax preparation.

Licensed CPAs

12+ Years

In Practice

Nationwide

Remote Clients

Year-Round

Advisory 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.

Bookkeeping
Payroll Compliance
Tax Projections
Business Tax
Personal Tax
Notice Support
Advisory Guidance
Year-Round 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.

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Tax Planning

Year-round planning to help reduce surprises, improve cash flow, and make smarter tax decisions before filing season.

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Bookkeeping Support

Monthly, quarterly, or cleanup bookkeeping services designed to keep your records accurate and ready for tax time.

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Small Business Consulting

Support for entity structure, owner compensation, bookkeeping systems, deductions, tax strategy, and year-end planning.

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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.