Maximize Your Financial Potential with Our Tax Planning Services
Tax season doesn’t have to be stressful. At Simply Balanced Accountants, we believe proactive tax planning is the key to financial success, whether you’re an individual, a small business owner, or managing a more complex financial portfolio. That’s why we’re proud to offer tailored tax planning services designed to fit your unique needs and help you achieve your financial goals.
Here’s how we can help you:
Basic Tax Planning: Simplicity Meets Strategy
Our Basic Tax Planning service is perfect for individuals with straightforward financial situations. With an annual cost ranging from $250 to $400, this plan ensures you’re on track to make the most of your tax opportunities.
What’s included:
A comprehensive review of your current year’s income and deductions.
Recommendations for retirement contributions and strategies to maximize credits and deductions.
An end-of-year tax projection to avoid surprises come tax season.
If you’re looking for peace of mind and clarity, the Basic plan is a great place to start.
Moderate Tax Planning: For Small Business Owners and Complex Finances
Running a small business or navigating more complex finances? Our Moderate Tax Planning service, priced between $450 and $1,000 annually, provides you with the tools to stay on top of your taxes while planning for future growth.
What’s included:
An in-depth review of all income sources, deductions, and credits.
Strategies tailored for self-employment taxes, retirement contributions, and estimated payments.
Mid-year and end-of-year tax projections to keep you on track.
Tax-efficient investment strategies to grow your wealth while minimizing liabilities.
This plan empowers you to manage your finances with confidence and clarity.
Comprehensive Tax Planning: A Full-Spectrum Solution
For high-net-worth individuals, business owners with complex operations, or clients with multiple income streams, our Comprehensive Tax Planning service offers robust, customized solutions. Annual costs range from $1,000 to $4,000, reflecting the depth and sophistication of this plan.
What’s included:
A thorough review of business structures, including LLCs and S-Corps, to ensure optimal tax efficiency.
Estate and gift tax planning to preserve your legacy.
Customized strategies for managing investments and capital gains taxes.
Comprehensive retirement and wealth transfer planning.
Quarterly tax reviews and consultations to keep you on course year-round.
If you’re looking for strategic financial management at its highest level, the Comprehensive plan is for you.
Why Choose Simply Balanced Accountants?
At Simply Balanced Accountants, our mission is simple: to help you maximize your financial potential while reducing stress. With our new client portals for secure document sharing, online scheduling through Calendly, and a dedicated team committed to excellence, we’re making tax planning easier and more effective than ever.
No matter where you are in your financial journey, we’re here to guide you every step of the way. Reach out today to learn more about our tax planning services or schedule your consultation. Together, we can make tax season work for you.
Contact Us: Simply Balanced Accountants
2018 Cedar St., Suite C, Holt, MI 48842
Phone: 517-897-2144
Email: connect@simplybalancedaccountants.com
Website: www.simplybalancedaccountants.com
