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Checks & Balances


Expert Tax
& Financial Strategies


Our Pledge to You

In a world of numbers and constant financial change, Checks and Balances stands as your steadfast guide. With a fusion of personalized tax expertise and strategic financial planning, we pledge to turn complexity into clarity and obstacles into opportunities. Your financial goals are our mission—achieved through unwavering integrity, precision, and a partnership built on trust.

Expert Services, Personalized Solutions

At Checks & Balances, we cater to the distinct requirements of individuals and businesses alike, ensuring meticulous attention to detail and strategic foresight for all your financial affairs. Discover how we can be your ally in navigating through the intricacies of financial and tax planning:

For Businesses:

For Individuals:

IRS Negotiation: Our Specialty, Your Peace of Mind

Expert Negotiation, Exceptional Outcomes


Face the IRS with confidence — Checks & Balances brings the power of Enrolled Agent (EA)representation to your corner. Our lead EA is a formidable ally against tax challenges, known for her exceptional negotiation skills that turn the tables in your favor. Our seasoned professionals, equipped with insider knowledge and negotiation prowess, stand ready to defend and advocate for your financial interests.


Ready to Take Control
of Your Financial Destiny?

Let's Get Started

Embark on a journey to financial clarity and security with Checks & Balances. Connect with our experts and unlock tailored solutions for your taxes and finances. Your path to peace of mind starts here.
Schedule your free consultation today.


"For fifteen years, Kathy Gilbert has been an indispensable partner in managing my business and personal finances. Her expertise, proactive approach, and commitment to savings have greatly eased my financial challenges. I highly recommend her to anyone in need of dependable financial guidance."

Arthur, Chicago, IL

Contact us

Contact Us

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