About Balanced LLC
Providing dedicated, personal accounting, bookkeeping, and tax guidance to individuals and small businesses across Gloucester, Virginia and beyond.
Big-firm expertise, personal attention
After years of working inside large CPA firms, I founded Balanced LLC with a clear purpose: to keep things focused, personal, and approachable. Rather than passing your financial documents between multiple departments and administrative layers, you work directly with me every time. Whether you reach out by phone or email, you receive attentive, one-on-one communication tailored to your unique financial situation.
Decades of proven tax and accounting experience
With 26 years of tax experience and continuous standing as an IRS Enrolled Agent since 2007, I bring deep technical knowledge to every engagement. Because I handle full-cycle bookkeeping alongside taxation, I know exactly what to look for when reviewing financial statements. From individual returns to corporate, S corporation, partnership, non-profit, gift tax, and FBAR reporting, your filings are in thoroughly qualified hands.
Turning messy books into complete peace of mind
Handing over disorganized receipts, backlogged books, or confusing tax notices can feel overwhelming. My primary goal is to alleviate that stress by untangling the details, cleaning up your ledgers, and restoring full compliance. In addition to clean books, Balanced LLC supports entrepreneurs with payroll management, payroll tax filings, and strategic business formation planning.
"Working with Balanced LLC took all the dread out of tax season. Knowing my books are compliant, organized, and handled directly by an experienced Enrolled Agent gives me total confidence in my business finances."
Satisfied small business client, Gloucester, VA