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 Planning 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: $975-$1,875

Tax Clarity for Your Business

Align Your Business Strategy with Your Personal Financial Goals

At Simply Balanced, we go beyond compliance. Our business tax planning services are designed to ensure your business activity actively supports your personal financial outcomes—from minimizing your tax burden to maximizing long-term wealth.

We provide proactive, year-round guidance to help you reduce surprises, optimize cash flow, and ensure that every business decision—from entity structure to compensation strategy—contributes to your bigger financial picture.

Support That Connects Business and Personal Strategy

  • For Sole Proprietors & Single-Member LLCs

    We help you keep your finances organized and your tax position optimized—without unnecessary complexity. From quarterly tax estimates to coordinated business and personal filings, we ensure your self-employment income is structured to minimize taxes and support your broader financial goals.

    Each quarter, we review your bookkeeping for accuracy—so you can trust your numbers and make decisions with confidence. With proactive tax planning built into our process, you'll uncover savings opportunities, reduce surprises, and stay in control year-round—not just at filing time.

    Quarterly Investment: $300 – $525

  • For S-Corps, Partnerships & Corporations

    When your business is more complex, the financial stakes are higher—and so are the opportunities. We help you align shareholder compensation, track owner distributions, and evaluate your entity structure for maximum efficiency and compliance.

    But we don’t stop at the business level. Our individual tax planning ensures your business decisions directly support your personal financial goals. From compensation strategies to year-end planning, we keep your business and personal tax positions working in sync—so you can reduce liability, protect your wealth, and plan ahead with confidence.

    Quarterly Investment: $1,200 – $4,800

The Accounting Collective

Smart Books. Proactive Strategy. Accurate Filing. All Under One Roof.

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