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About Us

Mission Statement

Checks and Balances is dedicated to providing expert tax solutions and personalized strategies to meet the unique needs of our clients. With a commitment to integrity and excellence, we aim to simplify the tax process, ensuring clarity and optimized outcomes for both individuals and businesses.


Our Approach

Personalized Financial Guidance

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"Our Approach" at Checks and Balances is defined by our commitment to personalized service. We know that behind every tax form and ledger, there is a person or a team with goals and aspirations. Our role is to tailor our tax and financial services to fit your unique narrative, ensuring that every number adds value to your story.

We combine the wisdom of experience with the innovation of technology, ensuring that your financial strategy is both sound and forward-thinking. Transparency, trust, and tireless support form the pillars of our partnership with you.

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Enrolled Agent Expertise


Your IRS Advocacy Powerhouse


At Checks and Balances, our Enrolled Agent (EA) services stand at the forefront of our tax expertise. Federally-licensed and authorized to represent taxpayers before the Internal Revenue Service (IRS), our EAs handle audits, collections, and appeals with unmatched proficiency.


Dealing with the IRS can often seem overwhelming. Our EAs go beyond advising—they advocate. They stand ready to defend your financial rights, providing clear guidance and robust representation to protect your interests and efficiently resolve tax issues.


Our Core Values

The Foundation of Our Service

At Checks and Balances, our values are more than just words — they are the bedrock of our daily interactions and the guiding principles behind every service we offer. We are committed to:


Upholding the highest standards of honesty and ethical behavior, we foster trust and confidence in every transaction.


Striving for the highest quality in our services, we are relentless in our pursuit of knowledge and precision.


We listen, we understand, and we tailor our services to meet the unique needs and goals of each client.


Taking responsibility for our actions, we deliver on our promises and stand by the results we provide.


Believing in the power of teamwork, we work alongside our clients, empowering them to make informed financial decisions.

Contact us

Contact Us

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