Booked & Balanced is expanding into tax preparation and tax-readiness services for individuals, self-employed professionals, and qualifying small-business owners.
Services will open for the 2027 filing season based on return type, complexity, and readiness.
Preparation of qualifying individual federal returns, including common income, deductions, credits, and dependent-related filing needs.
Tax preparation for qualifying sole proprietors and self-employed individuals with business income and expenses reported on Schedule C.
Selected business tax returns accepted based on entity type, complexity, documentation, and readiness.
Cleanup and organization of bookkeeping records before filing so financial reports are accurate and tax-ready.
Year-end reconciliations, transaction review, financial reports, and preparation of books for tax season.
A review of bookkeeping and financial records to identify issues that should be addressed before tax preparation begins.
Makayla is currently continuing tax education and pursuing the Enrolled Agent credential, with a goal of completion by January. The credential is still in progress and is not being represented as currently held.
Booked & Balanced will accept only returns and engagements that fall within the firm’s current training, competence, software, and operational readiness.
Current bookkeeping clients receive priority access so cleanup, reconciliations, and year-end bookkeeping can be addressed before filing season gets busy.
Join the 2027 Tax Season Early Access List today.
