Tax Services for Individuals & Businesses


We are Open!

Call or email us directly and schedule your tax appointment and use our secure portal to send in your documents. Reminder emailing these documents directly is not considered a secure method and should be avoided.

» Email Ulai (Spanish Speaking)

Checked & Balanced Inc.

Checked & Balanced Inc. is a modern cloud based fully encrypted Bookkeeping, Payroll, Tax service provider.

We are located in the beautiful Pacific Northwest. We offer flat monthly billing so that you can budget your finances with no hidden fees or surprises. All services daily, weekly, monthly, quarterly and yearly are already included in the monthly fee. Your financial records and payroll are just a click away from your phone, tablet, laptop or computer via a highly encrypted pick-up or drop off portal.

We understand the needs of the busy modern world and offer all our services in both English & Spanish.

Our number one priority is the safety of you & our staff.

We have missed everyone and we are excited to be back to work. Our offices are professionally disinfected weekly and we will be cleaning daily. Since our waiting room is small we ask that if the lobby is occupied, you remain outside until the people before you are finished.

Checked & Balanced Inc. has moved to the building next door to our previous location. Our new address is 17000 SE 1st Street, Suite 103, Next to K-9 to Five Doggy Playcare & Spa.


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Tax Services


We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Payroll Services


Checked & Balanced, Inc. will handle your payroll entry (offering direct deposit or paychecks) for your employees, all the necessary payroll related tax returns, and prepare your year-end W-2s.

Bookkeeping Services


Checked & Balanced provides professional bookkeeping services to small and medium-sized companies. We’ll help you make sense of the numbers.



  • Covid-19

Tax Appointments & #COVID-19

SO it is official tax season’s deadline has been extended to July 15th 2020, however please confirm with your states to see if they are also going along with the new deadline.  This is for 1040 (personal) taxes only the C corporations and time to make IRA’s was not specified so more to follow.  This is truly a time to set back and breathe, officials are reminding all of us to stay away from postings on Facebook and twitter unless [...]

  • 2020 IRA and Pension Plan Limitations

2020 IRA and Pension Plan Limitations

The 2020 IRA and pension plan limitations have been announced. Below are some of the more common amounts for 2020. The defined benefit plan limitation remains at $230,000 ($225,000 for 2019). The defined contribution plan maximum remains at $57,000 ($56,000 for 2019). The annual compensation limit for most employer contributions is $285,000 ($280,000 for 2019). The Retirement Savers Credit is completely phased out at: MFJ = $65,000, HH = 48,750, and all others = $32,500 (up from $64,000, $48,000, and [...]

  • Tax Planning

Year-End Tax Planning to Reduce Tax Liability

Life Events. Life events can significantly impact your taxes. For example, if you are using head of household or surviving spouse filing status for 2018, but will change to a filing tax status of single for 2019, your tax rate will go up. Thus, accelerating income into 2018 and pushing deductions into 2019 may also yield tax savings. Retirement Plans Considerations. Fully funding your company 401(k) with pre-tax dollars will reduce your current year taxes, as well as increase your retirement nest [...]


I own a small business and Jennifer does a superb job of doing my taxes. She is very knowledgeable and responds promptly to any inquiry I have. Unlike my previous CPA, Jennifer will spend her time and effort to get things wright. She will explain everything and provides guidance for future based on your current income and situation. I highly recommend her and Checked & Balanced payroll services if you looking for a CPA to do your taxes. Couldn’t be more happier. Thank you again!!!!
Savas D.

Jenn is my tax guru. She has been my tax-inista for several years, through many jobs, several states, cross country moves, and big purchases. I wouldn’t trust anyone else or go back to using TurboTax. She goes above and beyond, even following up on old filings and getting me what I’m owed. I would highly recommend!

Allison S.