Which Tax Planning Tier is Right for You? A Guide to Maximizing Your Savings
At Simply Balanced Accountants, we believe that tax planning is not just about filing a return—it’s about taking proactive steps to minimize your tax liability, maximize deductions, and create a strategy that aligns with your financial goals. Whether you're an individual, a small business owner, or someone with a complex financial portfolio, our three-tiered tax planning services are designed to fit your needs.
Not sure which plan is right for you? Here’s a breakdown of each tier and how it can help you keep more of your hard-earned money.
1. Essentials (For Individuals with Simple Finances – $575 per Year)
Our Essentials tier is designed for individuals with straightforward tax situations who want to ensure they are taking full advantage of available deductions and credits. If you typically file a W-2 with minimal investments or deductions, this plan is perfect for you.
✅ Who is this for?
✔️ W-2 employees with little to no self-employment income
✔️ Individuals with standard deductions and few itemized expenses
✔️ Those looking for basic tax strategies to reduce their tax bill
💡 What’s Included?
🔹 Review of your current year’s income and deductions
🔹 Recommendations for maximizing credits and tax savings
🔹 Basic IRS correspondence support
📌 Why Choose This Tier?
If you want to ensure you’re not missing out on key tax savings while keeping things simple, this plan provides a cost-effective way to stay informed.
2. Growth (For Small Business Owners & Individuals with More Complex Finances – $1,500 per Year)
Our Growth tier is ideal for small business owners, self-employed individuals, and those with additional income sources such as rental properties or investments. This plan goes beyond basic deductions, offering strategic guidance to help you manage self-employment taxes, estimated payments, and investment strategies.
✅ Who is this for?
✔️ Small business owners or freelancers
✔️ Individuals with multiple income sources (e.g., rental income, investments)
✔️ Anyone needing mid-year and year-end tax projections
💡 What’s Included?
🔹 Comprehensive review of income, deductions, and credits
🔹 Strategies for self-employment taxes and estimated quarterly payments
🔹 Mid-year and end-of-year tax projections to prevent surprises
🔹 Tax-efficient investment strategies to minimize liabilities
📌 Why Choose This Tier?
If you’re a business owner or have income outside of a traditional W-2, this plan provides ongoing support and proactive strategies to ensure you're minimizing taxes throughout the year.
3. Comprehensive Tax Planning (For High-Net-Worth Individuals & Complex Business Owners – $4,000 per Year)
Our Comprehensive Tax Planning tier is designed for high-net-worth individuals, business owners with multiple entities, and those with complex financial portfolios. This tier offers year-round strategic planning to optimize business structures, investment decisions, and tax-efficient wealth transfer.
✅ Who is this for?
✔️ Business owners with multiple entities (LLCs, S-Corps, etc.)
✔️ High-income earners with multiple income streams
✔️ Those needing estate and gift tax planning strategies
✔️ Investors with capital gains and advanced tax considerations
💡 What’s Included?
🔹 Full review of business structures and tax optimization strategies
🔹 Estate and gift tax planning to protect wealth
🔹 Investment and capital gains tax planning
🔹 Retirement and wealth transfer planning
🔹 Quarterly tax reviews and ongoing consultations
📌 Why Choose This Tier?
If you need a fully customized, year-round tax strategy, this plan ensures that every aspect of your financial situation is optimized for tax efficiency.
Why Tax Planning Matters
Tax planning isn't just about minimizing what you owe—it's about making smart financial decisions throughout the year that put you in the best possible position when tax season arrives.
✔️ Avoid surprises – No one likes unexpected tax bills.
✔️ Reduce tax liability – Take advantage of deductions and credits.
✔️ Plan for the future – Make informed decisions about investments, retirement, and wealth transfer.
Whether you need basic guidance or a comprehensive strategy, Simply Balanced Accountants is here to help.
Get Started with Tax Planning Today!
Choosing the right tax planning tier can make a huge difference in your financial success. Ready to take control of your taxes?
Let’s create a tax strategy that works for you—because keeping more of your money starts with planning! 🚀
