Individual Services

Balance Right Services, LLC will maintain your personal and/or family trust financial records so that they are always accurate, current and accessible.   We organize your financial data so that it flows seamlessly into your tax preparation documents.  When tax season arrives, your tax return preparation will be ready to go and without surprises.  As an additional bonus, your financial records will always be available for easy retrieval as needed to assist you in preparing documents for major purchases, sales or any other financial applications.

 Our Range of Individual Services Includes:

  • Bank Account & Credit Card Reconciliation – Verification of book balance with bank and credit card statements on a monthly basis.  Prompt notification of discrepancies.
  • On Time Accurate Bill Paying– Entering and paying all your bills, including printing checks for you to sign.
  • File Organization & Management – Set up a filling system that works well to retrieve information and records quickly and efficiently.
  • Preparation of Pre-Tax Reports – Income reports detailing W-2, 1099, Dividend, IRA and other investment income.  Expense Reports for Itemized Deductions and other customized reports you or your tax accountant may request.