Tailored Accounting Services
Assets. Liabilities. Simply Balanced.
The Simply Balanced Way
At Simply Balanced Accountants, we work with business owners, entrepreneurs, and individuals who want more than a tax return. We believe your tax professional should be more than someone who files your return once a year. You deserve a true partner—an advisor who helps you make confident decisions, stay ahead of tax changes, and plan strategically for what’s next.
If you're looking for clarity, proactive guidance, and a trusted relationship that goes beyond paperwork, you're in the right place.
Whether you’re self-employed, managing multiple income streams, or leading a growing business, our services are designed to help you make smarter choices, reduce stress, and move forward with confidence—all year long.
Tax Preparers. Tax Partners. Tax Advisors.
What’s the Difference - and Why it Matters
Your Tax preparer
“I file your return.”
Relationship: You hire me to file your return. That’s it.
Best for: Clients who want their return done correctly, but don’t need help outside of tax season.
your tax partner
“I handle your return, your questions, and your notices.”
Relationship: I prepare your return and support you when tax issues come up. You initiate contact. I respond and help troubleshoot.
Best for: Clients who want help when things come up, but don’t need proactive planning.
your tax advisor
“I proactively guide your tax decisions throughout the year.”
Relationship: I’m your strategic tax partner year-round. I help guide decisions before you make them.
Best for: Clients who want to plan ahead, avoid surprises, and have a tax partner involved in major decisions.
Not all tax professionals offer the same level of support. Many people assume that hiring a tax preparer means having someone to answer questions throughout the year or help plan for the future—but that’s rarely the case.
At Simply Balanced, we don’t offer one-and-done tax prep. We build relationships—with clearly defined service tiers that go beyond compliance. Whether you’re looking for strategic guidance, long-term planning, or hands-on advisory, our services are designed to meet you where you are and grow with you.
We’re not just here to file your return. We’re here to be your partner and advisor, every step of the way.
Our Services
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Frustrated that higher income just means higher taxes—with no strategy to offset the impact?
→ We create tailored, proactive tax strategies that help you preserve wealth, minimize tax exposure, and take control of your bottom line.Managing multiple entities, investments, or income streams—and worried they’re not working together efficiently?
→ We bring everything into one cohesive tax strategy, so your businesses, investments, and personal finances are aligned and optimized.Concerned that big financial moves—like stock options, real estate, or business acquisitions—will trigger surprise tax bills?
→ We model the tax impact of every major decision ahead of time, helping you avoid costly surprises and plan with confidence.Annual Investment: $825-$2,100
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Feeling unsure if your books are accurate—or if your tax strategy is really working?
→ We provide a second set of expert eyes to review your financials and uncover missed opportunities, errors, or risks. With our oversight, you gain clarity, confidence, and the peace of mind that nothing is slipping through the cracks..Feel like your tax strategy starts too late—after the year’s already over?
→ We use your books throughout the year to identify opportunities in real time, so you can act before it’s too late to save.Tired of feeling like your business and personal finances are two separate worlds—with no clear strategy connecting them?
→ We integrate your business activity with your personal tax strategy, ensuring every decision supports your bigger financial picture—from compensation and deductions to retirement planning and long-term wealth goals.Quarterly Investment: $1,000-$1,750
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Worried your rising profits mean higher taxes with no real plan?
→ We combine monthly accounting with proactive tax planning, helping you reduce your tax burden and make smarter financial moves all year long.Confused about how business decisions affect your personal taxes?
→ We integrate your books with a personalized tax strategy—so every choice you make supports both your business and personal financial goals.Worried that your current tax planning isn’t keeping pace with your financial success—or missing opportunities to align taxes with your long-term goals?
→ We integrate tax strategy with your bigger financial plan, ensuring every decision supports your wealth, protects your assets, and helps you plan for the future with clarity and control.
Monthly Investment: $1,150 - $2,100
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