Accounting and Tax For Individuals and Small Businesses
Expert tax prep and accounting that takes the guesswork out of your cash flow, protects you from IRS, and keeps your money where it belongs.
Who
Am I?
Over my 10+ years in the accounting industry, I learned that getting the math right is only half the job. The real impact happens when you actually sit down and translate what those numbers mean for a business owner's future.
I’m Jakerion Ales, an Enrolled Agent (EA) and the founder of TrueBalance Financial. I built this firm to move beyond the fast-paced, "get the work out the door" approach and focus on YOU, the humans behind the businesses.
With a philosophy of "zero judgment, high accountability," I help professional service providers understand the tax code, clean up their bookkeeping, and turn their financial data into a clear, confident roadmap to help them thrive.
How we help
📊 Accounting & Bookkeeping
Stop guessing where your money went.
We take the daily chaos of transactions and turn them into clear, accurate monthly reports. No more weekend data entry. Just the hard numbers you need to sleep better at night and grow with confidence.
🏠 Individual Tax Preparation
Personal filing, done right.
Whether you have complex investments, a growing family, or business income, we manage the full picture. We dig deep to ensure you pay only what you owe to the IRS, keeping your personal wealth protected and compliant.
🏢 Business Tax & Strategy
No more surprise tax bills.
We move you from reactive annual filing to proactive year-round strategy. We hunt for savings before the year ends to legally lower your liability and ensure you stay fully compliant—so you never have to fear opening the mailbox.
Ready to take the next step to see how we can help? Get a clear price with us in just a few clicks.
Ready to Start?
How It Works:
Tell Us About Your Situation: You’ll answer a few quick questions so we can prepare for our chat.
Select a Time: Choose a 20-minute window that works for your schedule.
Get Answers: We’ll discuss your current situation, identify immediate opportunities, and provide a clear up-front price before you sign anything.
Frequently Asked Questions
Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead and answer a few questions by clicking below.
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Absolutely. There is no judgment here. Life happens, and business gets chaotic. I specialize in "clean-up" work—taking a messy situation and getting it organized. Don't be embarrassed; just let me know where things stand so we can fix it.
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Yes. One of my biggest frustrations with this industry is "ghosting." I view our relationship as a partnership. If you email or call me, I will get back to you. Communication is part of the service, not an afterthought.
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TrueBalance is a virtual firm, which allows me to serve you faster and more efficiently. We handle almost all our communication via Zoom, email, text, or phone call. However, I know sometimes you just need to sit down face-to-face. If you are local, I am happy to meet you at your place of business or a mutual spot to discuss your needs.
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I don't believe in surprise bills. Once I understand the complexity of your situation (whether it's tax prep or monthly bookkeeping), I will give you a clear, upfront price. You will know exactly what you are paying for before we start.
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I can help with both. I believe the best tax returns come from accurate, year-round bookkeeping. I can handle your monthly accounting to make sure you are ready for tax season long before the deadline hits.
Contact Us
If you have any questions, please fill out the contact form below — I’m excited to connect with you!