The Simply Balanced Way

At Simply Balanced Accountants, we partner with individuals and business owners who are ready for more than once-a-year tax prep. If you're seeking clarity in your finances, proactive planning, and a trusted advisor to guide—not just file—you’re in the right place.

Whether you’re self-employed, managing multiple income streams, or leading a growing business, our tailored services are designed to help you make smarter decisions, reduce stress, and move forward with confidence—all year long.

 
 

Tax Clarity for Individuals

At Simply Balanced, we go beyond tax prep. Our planning and advisory services are built to help you look ahead, make smarter decisions, and keep more of what you earn.

We take time to understand your goals and income sources, then create a personalized tax strategy that helps reduce your tax bill and support your long-term financial success. Whether you’re self-employed, managing multiple income streams, or preparing for retirement, we’ll guide you every step of the way.

Flexible Planning Tiers

We offer three levels of service to match your needs:

  • Starter – Smart, accurate tax planning without the extras

  • Expanded – Mid-year check-in, planning strategies, and year-round access

  • Comprehensive – Tailored experience with dedicated strategy sessions and custom planning

Whether you just want peace of mind at tax time or expert support all year long, we’ve got a plan that fits.

Annual Investment: $775-$2,500

Tax Planning for Your Business

Smart businesses don’t just file taxes—they plan for them. At Simply Balanced, our tax planning services help you stay ahead of surprises, reduce your tax liability, and align your financial strategy with your long-term business goals.

From choosing the right entity structure to optimizing owner compensation and managing quarterly estimates, we offer proactive, year-round guidance tailored to your unique business needs. The result? Greater clarity, improved cash flow, and confidence in every decision you make.

Planning Tiers for Business Owners

Our business planning services are available at three levels:

  • Core– Accurate tax prep with year-round support for small businesses

  • Clarity– Ongoing guidance, mid-year planning, and actual tax projections

  • Compass – Full advisory access, quarterly reviews, custom tax strategy, and entity guidance

Whether you’re just getting organized or ready for full-service strategic support, we’ll help you take control of your business finances with confidence.

Quarterly Investment: $450-$2,250

Your Finance Department

Complete Accounting, Tax Prep & Planning – All in One Place

Strong financials are the foundation of a successful business. At Simply Balanced, our service is more than just accounting—it’s full-spectrum financial support designed to deliver clarity, consistency, and confidence.

Whether you’re just getting organized or managing a growing operation, we tailor our services to fit your needs and your stage of growth. From clean books to strategic planning and proactive tax prep, we don’t just help you stay caught up—we help you move forward.

Choose the level of support that fits your business:

  • Professional – Foundational accounting and monthly oversight to keep your records accurate and tax-ready

  • Executive– Enhanced reporting, quarterly check-ins, and support for growing businesses

  • Premier – High-touch advisory with custom reporting, strategic guidance, and full financial visibility

Whether you just need solid bookkeeping or full-service financial support, we help you stay organized, informed, and in control.

Monthly Investment: $1,100-$1,875