Bookkeeping, Tax Preparation, & North Carolina Notary

Financial Clarity. Thoughtful Support. Peace of Mind.

Professional bookkeeping, North Carolina notary, and tax preparation services for individuals, entrepreneurs, and small businesses.

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Personal attention. Clear next steps.
Truda Nathan, owner of Yin Yang Financial Services, wearing a black suit
Truda NathanOwner

A considered approach to your finances

Good decisions start with a clearer picture.

Yin Yang Financial Services brings practical financial support into one thoughtful relationship. From keeping business records in order to preparing for tax season or arranging a notary appointment, the focus is on clear communication and dependable follow-through.

What we can help with

Support that meets
the moment.

Choose the service you need today. We will make the next step clear and help you move forward with confidence.

A silver laptop, calculator, black-and-gold pen, and ivory notebook in an executive workspace

Bookkeeping

Bookkeeping support for entrepreneurs and small businesses, including monthly recordkeeping, account reconciliation, financial record organization, cleanup, and customized reports.

Ideal for: Entrepreneurs and small businesses that need organized, current books and clear financial reporting.

  • Monthly bookkeeping
  • Account reconciliation
  • Financial record organization
  • Bookkeeping cleanup
  • Small business support
  • Customized financial reports
Virtual and in personRequest bookkeeping support ↗
A lighter-complexioned African American person signing a professional agreement with a black-and-gold pen

North Carolina Notary

North Carolina notary services by appointment, including acknowledgments, jurats, oaths and affirmations, signature verification, and general document notarization.

Ideal for: Individuals and businesses needing a document notarized.

  • Acknowledgments
  • Jurats
  • Oaths and affirmations
  • Signature verification
  • General document notarization
  • By appointment only
Mobile and scheduled-location appointmentsRequest an appointment ↗
A blank 2025 IRS Schedule 1 (Form 1040) beside a calculator and pen on a polished desk

Tax Preparation

Tax preparation for individuals and small businesses, with document organization and filing support. Preparation for the 2026 tax year begins January 2027. Tax preparation credentials and filing eligibility have been verified and approved.

Ideal for: Individuals and small businesses seeking tax preparation, document organization, and filing support.

  • Individual tax preparation
  • Small business tax preparation
  • Tax document organization
  • Filing support
  • 2026 tax year preparation
  • Preparation begins January 2027
Virtual and in personRequest tax preparation ↗
Truda Nathan, owner of Yin Yang Financial Services

A personal point of contact

Meet the owner.Truda Nathan.

Yin Yang Financial Services is led by Truda Nathan. The business is built around attentive support, organized financial work, and a client experience that feels clear from the first conversation.

Whether you are looking for ongoing bookkeeping, a notary appointment, or preparation for the 2026 tax year, Truda is ready to hear what you need and help identify a practical next step.

Checks and Balances

The Yin Yang Approach

Thoughtful service, in every detail.

Each request begins with understanding the support you are seeking. From there, the focus stays on personalized attention, clear communication, organized work, and an intentional next step.

01

Personalized attention

Support begins with understanding what you need.

02

Clear communication

A straightforward conversation about services and next steps.

03

Organization

Careful attention to the records, documents, and details involved.

04

Intentional service

Thoughtful support focused on the request at hand.

Consultation

Let’s Get Your Finances in Balance.

Share a little about the support you’re looking for through our consultation form. We’ll discuss your needs and available services, then agree on the next steps together.

Submit Your Request

Complete our brief consultation form.

Let’s Connect

We’ll discuss your needs and available services.

Move Forward

Agree on the next steps together.

Request a Consultation