■ TAX SERVICES
Tax Preparation Made Simple
Serving individuals, families, self-employed professionals, and small business owners nationwide. Secure virtual filing, personalized support, and tax solutions designed to help you keep more of what you earn.
Tax Services We Offer
Whether you're filing a simple return, self-employed, catching up on prior years, or running a small business, we're here to help.
Tax Preparation
Self-Employed Returns
Small Business Tax Services
Federal and state tax returns for individuals and families prepared accurately and securely.
Tax preparation for freelancers, gig workers, independent contractors, and business owners.
Tax preparation and tax guidance for LLCs, sole proprietors, and growing businesses.
Prior Year Returns
Tax Planning
Mobile Notary
Need to catch up on previous tax years? We can help prepare and file unfiled returns.
Year-round guidance designed to help reduce surprises and identify tax-saving opportunities.
Mobile notary services available by appointment for qualifying documents.
How Our Virtual Tax Process Works
No offices, no paper piles. Our streamlined digital portal allows you to upload documents and collaborate with Brittany securely from anywhere.
01 / Complete Intake
02 / Preparation & Review
03 / Sign & File
Complete your client intake form and securely upload your initial tax documents.
We review your file, request anything missing, and prepare your tax return.
Review your completed return and sign your authorization. We then transmit your return electronically.
■ TAX SERVICES
Why Choose Booked & Balanced?
✅ Virtual Filing Nationwide
✅ Personalized Service
✅ Self-Employed Tax Expertise
✅ Mobile Notary Services
✅ Prior Year Return Assistance
✅ Year-Round Support
FAQ
Absolute transparency guides our practice. Learn more about our secure filing, rapid refund advances, and year-round support.
How do refund advances work?
Is my data secure?
Do you offer year-round help?
Yes. We utilize bank-grade encryption and secure document portals to ensure your financial data remains confidential and protected.
Absolutely. We provide continuous tax planning and advisory consultations to help you navigate financial decisions before year-end.
Refund advances up to $9,500 may be available to eligible clients, subject to bank approval. The bank determines approval, advance amount, and funding timing.