Tax Planning
The Simply Balanced Way

Tax planning and advisory at Simply Balanced is all about being proactive. We work alongside you to understand your goals, then use our expertise to create smart, strategic tax solutions that help you get there. It’s not just about saving money—it’s about aligning your tax strategy with the bigger picture so you can move forward with clarity and confidence.

Here’s the difference:

• Tax preparation is compliance-focused—it reports what already happened and ensures your return is filed accurately.

• Tax planning looks ahead—it’s about making intentional moves to reduce your tax burden before the year ends.

• Tax advisory is ongoing, expert guidance that helps you make informed financial decisions with tax impact in mind.

While preparation looks back, planning and advisory look forward—minimizing taxes, navigating changes, and supporting your long-term success. Whether you're growing a business, investing for the future, or making major financial decisions, we tailor every strategy to your unique situation.

From optimizing deductions to handling IRS complexities, Simply Balanced helps you make tax-savvy choices with confidence.

Ready to take control of your taxes? Let’s build a smarter, more strategic financial future—together.

Essentials

Accurate. Thorough. Stress-Free.

Our Essentials package is focused on tax preparation only — no frills, no ongoing support, just accurate, timely filing. It’s perfect for individuals who want peace of mind at tax time without paying for year-round access.

What You Get:

• Federal, State & City Tax Return Preparation — no shortcuts, just complete, compliant returns.

• Quarterly Tax Estimate Calculations — based on safe-harbor calculations giving you clear payment guidance, so you avoid penalties.

• Withholding & Deduction Review — during tax prep, we will ensure you’re withholding at the correct rate and make suggestions when needed.

• One-on-One Review Appointment — we walk through your return with you and answer questions in real time.

Please note: This tier does not include year-round support or assistance with IRS or state tax notices.

Annual Cost: Basic $375 | Moderate $775

strategic

Proactive Planning. Smarter Strategies. Year-Round Support.

For individuals with evolving financial needs — whether you're a self-employed professional, managing multiple income streams, or simply ready to take a more proactive approach — the Strategic plan offers more than just tax prep. You’ll gain personalized tax insights, smarter deduction strategies, and year-round access to an expert who understands your goals. It’s support that keeps you informed, confident, and always one step ahead.

What You Get:

Everything in the Essentials tier, plus:

• Mid-Year or Year-End Tax Projection Meeting — a deep dive into your current picture to help avoid surprises.

• Tax Strategies for Self-Employment & Freelance Income — know how to track, deduct, and save efficiently.

• Retirement Contribution Optimization — guidance on maximizing tax savings through IRAs, SEP, Solo 401(k), etc.

• Tax Agency Correspondence Support — we’ll handle letters and notices from the IRS or state so you don’t have to.

• Year-Round Email Access to Leslea — get answers to your tax questions any time during the year.

• Pick-Your-Week Tax Prep — choose your preferred week for tax preparation so you can plan ahead with confidence.

Ideal for those who want tax planning, not just tax prep.

Annual Cost: $1,500

mastery

Your finances, fully supported. Your future, strategically planned.

The Mastery plan is our most comprehensive service — designed for individuals and business owners with complex finances, growing wealth, and evolving goals. You’ll get year-round access, in-depth planning, and hands-on strategy — not just during tax season, but every step of the way.

This isn’t just compliance — it’s collaboration.

What You Get:

Everything in the Strategic tier, plus:

• Priority Scheduling & Fast-Track Document Review — skip the line and get your return prepped first.

• Quarterly Strategy Sessions — four in-depth meetings each year to review goals, income shifts, and planning opportunities.

• Custom Tax Strategy Roadmap — a personalized, actionable plan aligned with your income, goals, and entity structure.

• Entity & Income Structuring Guidance — expert advice on LLCs, S-Corps, and how to optimize income flow.

• Ongoing Access to Leslea — direct communication year-round for strategy, questions, and financial decision-making.

• Wealth & Retirement Collaboration — we work directly with your advisor to align investment and tax strategies.

• Early Access Tax Prep Selection — get first pick on your tax preparation week before scheduling opens to others.

This plan is ideal for clients who want to actively build wealth, reduce taxes, and make confident, informed financial decisions — with a trusted partner by their side.

Annual Cost: $4,000