About Us

OUR TEAM

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.

CHECKED & BALANCED INC.

OFFICE HOURS

Mon. – Fri.8AM – 8PM
Saturday10AM-4PM
Jennifer Rosenlieb
Jennifer RosenliebDirector & 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
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.
Tana Freeman
Tana Freeman
Tana is passionate about this industry and the clients she serves. As a single mother of 2 Tana is currently studying to be an EA (Enrolled Agent) with the IRS and is dedicated to helping small businesses operate smoothly and successfully.
Kristi Castro-Coca
Kristi Castro-CocaOffice 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.

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.

Your satisfaction is our success and we look forward to working with you!