We are here to guide you through every step
Whether you are an individual in need of personal tax preparation service, a small business or large company, Checked & Balanced Inc. is here to answer any of your questions, help you find the right solutions, and guide you every step of the way.
The Checked & Balanced Inc. team has been providing tax processing services as well as bookkeeping and payroll, services to both businesses and individuals for over 20 years. We offer these services for all 50 states and Puerto Rico; multi-input choices (web-based payroll, fax, e-mail, and call in), an on-line human resources module, and paperless pay stubs.
Our expertise does not end with tax processing, payroll and bookkeeping. We also specialize in payroll cost allocation and general ledger interface whether it is an off the shelf product, such as, QuickBooks, Peachtree, or a custom package. We have all the software tools necessary to process any type of bookkeeping and payroll anywhere in the United States; BUT what really differentiates us from our competitors is our personal touch service.
Our dedicated, knowledgeable staff always makes an extra effort to ensure your taxes and payroll are processed correctly, and you get the help you need quickly, efficiently, and without going through voice prompted menus or issue tickets so common in today’s service businesses.
Meet Our Awesome Staff
Jennifer Rosenlieb
Director & Co-Owner
License IRS Professional Tax Preparer and ERO (Electronic Return Originator), Jennifer has 20+ years experience. She is a Certified Bookkeeper and Payroll Instructor specializing in both individual and corporate services as well as a GSA auditor experience in GAAP. Her goal is to provide you peace of mind!
Ulai Pacheco,
Co-Owner
Specializing in payroll and business registrations Ulai is a partner in Checked & Balanced Inc. Ulai’s focus is on assisting clients with their payroll needs and vision for their business. One of his strengths is jet ability to guide clients on ways to handle their employees and their payroll taxes. No two business are the same, so here at Checked and Balanced we try to tailor payroll to your specific needs and wants.
Kristi Castro-Coca
Office Manager
Kristi is the friendly face welcoming you either in person or on the phone. She will assist you with scheduling and walk you through what you need for a successful efficient appointment.
Client Testimonials
Jennifer is not only amazing at doing taxes,
“…she is an amazing person and she truly cares. I try to update my review every year I see her because she deserves it. I have been going to Jennifer for I think 5+ years (I’ve lost count now) and I wouldn’t have it any other way.”
Winston S.
Their staffs is very amazing.
“…About 2 years ago I walked into Checked & Balance by a friend referral. Jennifer is the accountant who helped me through my tax return. She is very talented, professional and knowledgeable. She is up to speed with all the tax law and provided some good insight into next year’s tax planning. HIGHLY recommend to anyone in the Vancouver, WA area.”
Li Xu
Finally, we found our accountant!
“… Jennifer is the BEST! We had no idea just how messed up our books were until Jennifer was recommended by a client. She has helped us more in the last year than any other accountant in the last 15 years. She is always so helpful & she makes things easy to understand. I would highly recommend Jennifer to anyone!”
Laura
Jennifer is a tax wizard,
“… she always manages to get us a good refund on our taxes. She takes the stress away from tax season. It is always a pleasure going in to see her (I would have never described any tax related a pleasure before meeting Jennifer).”
Dominique Garrison
The greatest tax experience ever.
“… I usually loathe this time of year but this company educates,advocates, and helps you get your tax affairs in order. You will leave feeling better than when you came. They’re affordable and efficient too. Thank you Jen!”
Jason B.
We are very blessed!
“… Jennifer Rosenlieb, handles all of my taxes and book keeping for my small business. Checked and Balanced is the place where you wanna go for anything from taxes to book keeping. Highly recommend this business.”
Dustin Noble
