Our Accounting & Advisory Practice
Pro Balance unites tax preparation, monthly bookkeeping, and executive-level advisory under one trusted roof so you never make decisions in the dark.
Tax Preparation (Personal & Business)
Thorough federal, state, and multi-state return filing for individuals, S-Corporations, LLCs, Partnerships, and C-Corporations.
- IRS Authorized e-File
- Prior-Year Catchup
- Multi-State Apportionment
- Schedule C & 1120-S
Tax Advisory & Forward Planning
Proactive year-round tax mitigation strategies, entity election analysis, lawful deductions, Augusta Rule, and Section 179 depreciation.
- Quarterly Strategy Reviews
- Reasonable S-Corp Compensation
- Accountable Expense Plans
- Retirement Tax Shielding
Monthly Bookkeeping & Financials
Accurate monthly transaction categorization, bank reconciliations, P&L reporting, balance sheets, and clean audit-ready books.
- QuickBooks & Xero Certified
- Monthly Management Reports
- Catch-Up Bookkeeping
- Direct CPA Tax Sync
Fractional CFO & Business Advisory
Strategic executive guidance: cash flow forecasting, margin optimization, KPI scorecards, and financial models for scale.
- Cash Flow Projections
- Budgeting & Unit Economics
- Growth Capital Readiness
- Executive Financial Partner
Full-Service Payroll
Automated payroll processing, direct deposit, contractor 1099 filings, payroll tax withholding, and quarterly state filings.
- W-2 & 1099 Generation
- State Tax Compliance
- Officer Salary Alignment
- Worker Classification Checks
IRS Problem & Tax Resolution
Confidential representation and resolution for IRS notices, unfiled back taxes, penalty abatement, and audit inquiries.
- Confidential Case Review
- Notice Investigation
- Installment Agreement Filing
- Penalty Abatement Requests