Our Story
Built for Clarity.
Designed for Balance.
A More Modern Tax Experience
Total Balance Tax & Consulting was created to provide a more modern, organized, and client-centered tax experience. We believe tax work should not feel confusing, rushed, or disconnected.
Our goal is to help individuals and business owners understand where they stand, what needs attention, and how to move forward with confidence.
Because TBTC operates remotely, clients can work with us securely and efficiently from wherever they are — without sacrificing personal service.
Why Total Balance?
- Proactive Tax Planning
- Cloud-Based & Remote
- Business & Personal Tax Expertise
- Responsive Communication
- Advisory-Focused Approach
- Year-Round Support
How It Works
Our Process
Remote tax service should feel safe and organized. Here's exactly what to expect when you work with us.
Connect
Schedule a consultation or submit an inquiry. We'll review your situation and determine if we're a good fit.
Organize
We provide a secure document checklist and request the information needed to get started.
Review
Your tax situation is reviewed carefully for accuracy, planning opportunities, and missing items.
Prepare & Communicate
We prepare your return and communicate clearly if questions come up — no surprises.
File & Plan Ahead
After filing, we help you understand next steps and planning opportunities for the year ahead.
Your Information Matters
Secure by Design
We use secure systems for document collection, communication, and client records. Sensitive tax documents are uploaded through approved secure channels — not sent casually by email. Our firm maintains written data-security practices in compliance with IRS requirements and the FTC Safeguards Rule.
- Secure Client Portal
- E-Signature Process
- Identity Verification
- Data Privacy Policy
Ready to work together?
Schedule a consultation and let's talk about how we can help you achieve total balance.