The Simply Tax Way

At Simply Balanced Accountants, we do more than just prepare your tax return—we help you take control of your financial future with proactive tax strategies. Whether you're an employee, self-employed, or managing substantial investments, our structured tax planning and preparation services are designed to reduce stress, eliminate surprises, and ensure you’re making the most of every opportunity.

Tailored Tax Solutions for Every Need

We offer three levels of personalized tax planning and preparation to match your unique situation:

✔ Essential – Ideal for individuals with straightforward tax situations, focusing on compliance and basic deductions.
✔ Strategic – Designed for small business owners and those with multiple income streams, incorporating tax-saving strategies.
✔ Mastery – Advanced planning for high-net-worth individuals, self-employed professionals, and those managing significant assets.

Why settle for reactive tax filing when you can plan ahead and save? No matter where you are in your financial journey, Simply Balanced Accountants is here to help you plan smarter, save more, and stress less.

Essentials

Designed for: Individuals and families with straightforward tax situations who need fundamental tax preparation and peace of mind that we are here throughout the year if needed.

What is it: Prep & File

Annual Cost: Basic $575 | Moderate $875

Includes:

• Annual tax return preparation (Federal, State, City)

• Reviewing current year income and deductions

• Quarterly tax estimates calculations so that you do not overpay or underpay your taxes

• Review & Finalize Appointment with Leslea Burnett-Little so that we can walk through your return together

• Basic IRS correspondence support but tax planning and audit support not included

strategic

Designed for: Individuals with multiple income sources, self-employed professionals, and those looking to gain control over their financial future.

What is it: Prep, File & Support

Annual Cost: $1,500

Includes:

• All services from the Tax Essentials Package, plus:

• Priority service

• You pick the week you want your taxes done

• Mid-year and year-end tax planning projections

• Tax strategies for self-employment and freelance income

• Basic investment income and capital gains tax planning

• Retirement contribution optimization

• Direct access to Leslea Burnett-Little throughout the year for your tax questions.

mastery

Designed for: Comprehensive tax and financial solutions for high-net-worth individuals, business owners, and those with complex investment portfolios seeking to maximize tax efficiency and financial growth.

What is it: Prep, Support & Advisory

Annual Cost: $4,000

Includes:

• All services from the Tax Strategy Package, plus:

• Full review of business structures (LLCs, S-Corps, etc.)

• Estate and wealth transfer tax planning

• Advanced investment and capital gains tax strategies

• Charitable giving and trust planning

• Quarterly financial consultation and tax advisory sessions with Leslea Burnett-Little