Tax Preparation

At Simply Balanced Accountants, we make tax filing easy, accurate, and stress-free. Whether you have a simple return or a complex financial situation, we ensure you maximize deductions and stay compliant with tax laws. Our secure client portal, online scheduling, and expert guidance simplify the process, so you can focus on what matters. More than just tax preparers, we’re your trusted partners, helping you keep more of what you earn.

We’re excited to welcome new clients and provide exceptional tax and financial services. To get started, please contact our office to request an application and a secure portal invite.

Basic

For individuals with straightforward tax situations. Ideal for W-2 employees, retirees, and simple filers.

Cost: $195

Includes:

• Federal & state return (single/married filing jointly)

• Standard deduction or simple itemized deductions (e.g., mortgage interest, property taxes)

• Credits (Child Tax Credit, Earned Income Credit, Education Credits)

• E-filing & direct deposit refund

• Tax document review & summary

Does not include self-employment income, rental properties, stock sales, or additional schedules beyond A & B.

moderate

For small business owners, gig workers, and individuals with more complex tax needs.

Cost: $375-$750

Includes:

• Everything in the Basic plan, plus:

• Self-employment income (Schedule C)

• Rental income & deductions (Schedule E)

• Stock sales & capital gains (Schedule D)

• Multiple state filings (if applicable)

• Depreciation & business expense review

Best for freelancers, landlords, and small business owners who need strategic tax deductions.

complex

For high-net-worth individuals, business owners, and those with multiple income streams.

Cost $1,000-$2,000

Includes:

• Everything in the Moderate plan, plus:

• S-Corp or partnerships

• Multiple rental properties

• Advanced tax strategies for investments & retirement

• Alternative Minimum Tax (AMT) calculations

• IRS audit support (up to a certain level)

• Priority service

Tailored for business owners, high-income earners, and those with intricate financial portfolios.

Please note that our tax preparation services do not include mid, or end of the year advisory or consulting services. These services are available through our Proactive Planning plans.

refunds

When your return is filed electronically, you have the option of having your refund mailed to you or deposited directly into your bank account. It's faster and safer to use direct deposit (and you can get refunds in as few as 10 days).

forms, publications

FEDERAL

Access your individual account information including balance, payments, tax records and more at Online Account.

Order copies of tax records including transcripts of past tax returns, tax account information, wage and income statements, and verification of non-filing letters at Get Transcripts.

Find federal forms and publications at Forms & Publications.

STATE

Access your Michigan individual account information including balance, payments, tax records and more at E-Services

Find Michigan forms and publications at Forms & Publications

PAY YOUR TAXES ELECTRONICALLY

Use this secure service to pay your federal taxes directly from your checking or savings account at no cost to you at IRS Direct Pay.

You can pay your Michigan taxes directly from you checking or savings at MI e-Payments.