Tax Services
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.

Let us take the guesswork out of tax season. Our basic tax preparation package ensures your returns are filed accurately and on time — giving you confidence and clarity.

What You Get:

• Preparation of your Federal, State, and City Tax Returns — no corners cut, no surprises.

• Quarterly Tax Estimate Calculations — so you know exactly how much to pay and when, helping you avoid costly penalties.

• One-on-One Review Appointment with Leslea Burnett-Little — so you understand your return, line by line, and can ask questions in real time.

• Basic IRS Correspondence Support — we’ll handle basic letters and notices from the IRS on your behalf.

This package is ideal for individuals with steady income and straightforward finances who want trusted guidance without the stress.

Annual Cost: Basic $375 | Moderate $775

strategic

Proactive Planning. Smarter Strategies.Year-Round Support.

If you’re self-employed, have multiple income streams, or want to make smarter financial decisions throughout the year, this is for you. Our Strategic Tax Planning service is built to help you keep more of what you earn through tailored strategies and expert insight — not just at tax time, but all year long.

What You Get:

• All the benefits in Essential plus

• Priority Service — You choose when we prepare your return. No waiting, no guessing.

• Withholding & Deduction Review — We’ll evaluate your current situation to ensure you’re on track and not leaving money on the table.

• Mid-Year & Year-End Tax Projections — Know what to expect before the year ends so you’re never caught off guard.

• Tax Strategies for Self-Employment & Freelance Income — Navigate deductions, business expenses, and quarterly payments with confidence.

• Retirement Contribution Optimization — We'll work with your financial advisor to maximize your tax-advantaged savings.

• Direct Access to Leslea Burnett-Little — Year-round support from someone who knows your finances and cares about your goals.

This package is designed for individuals who value expert advice, proactive planning, and a long-term approach to financial wellbeing.

Annual Cost: $1,500

mastery

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

This is our most comprehensive service — designed for individuals and business owners who want more than just compliance. The Mastery Advisory Plan is your all-access pass to expert-level strategy, structure, and support year-round. It's ideal for those with complex income streams, growing businesses, or evolving financial goals who want to optimize every opportunity while staying in control.

What You Get:

• All the benefits in Strategic plus

• Quarterly Strategy Sessions — Four in-depth planning meetings each year to review your financial picture, identify opportunities, and adjust course — so you stay ahead, not behind.

• Custom Tax Strategy Roadmap — A personalized, actionable plan aligned with your income, goals, and entity structure — built to reduce tax liability and support long-term financial growth.

• Entity & Income Structuring Guidance —
  Expert advice on LLCs, S-Corps, and income distribution strategies to help maximize profitability and minimize taxes.

• Direct Access to Leslea — Ongoing support from someone who knows your situation and can answer your questions in real time — no waiting until tax season.

• Wealth & Retirement Collaboration —
  We’ll work directly with your financial advisor to ensure your retirement and investment strategies align with your tax goals.

• Full IRS Support — If you receive IRS notices, or correspondence, we’ll handle it — you’re fully represented and never alone.

• Priority Scheduling & Fast-Track Document Review — Choose your service window, and enjoy top-tier turnaround on your documents.

The Mastery Advisory Plan is for those who want more than a tax preparer — it’s for those ready to build wealth, protect their income, and make confident decisions backed by proactive expertise.

Annual Cost: $4,000