Tailored Accounting Services
Assets. Liabilities. Simply Balanced.
The Simply Balanced Way
At Simply Balanced Accountants, we work with individuals and business owners who want more than a once-a-year tax return. We believe your tax professional should be your partner or advisor—someone who helps you navigate financial decisions, stay ahead of tax changes, and plan for what’s next.
If you’re looking for clarity, proactive guidance, and a trusted relationship that goes beyond filing paperwork, you’re in the right place.
Whether you’re self-employed, managing multiple income streams, or leading a growing business, our services are designed to help you make smarter choices, reduce stress, and move forward with confidence—all year long.
Tax Preparers, Partners, and Advisors — What’s the Difference?
Not all tax services are the same. Many people believe hiring a tax preparer means having someone who will answer questions year-round or help plan for the future. That’s often not the case.
At Simply Balanced, we believe in being clear about what you’re paying for—and what you’re getting.
Your Tax preparer
“I file your return.”
Relationship: You hire me to file your return. That’s it.
Best for: Clients who want their return done correctly, but don’t need help outside of tax season.
your tax partner
“I handle your return, your questions, and your notices.”
Relationship: I prepare your return and support you when tax issues come up. You initiate contact. I respond and help troubleshoot.
Best for: Clients who want help when things come up, but don’t need proactive planning.
your tax advisor
“I proactively guide your tax decisions throughout the year.”
Relationship: I’m your strategic tax partner year-round. I help guide decisions before you make them.
Best for: Clients who want to plan ahead, avoid surprises, and have a tax partner involved in major decisions.
Where Simply Balanced Fits In
At Simply Balanced, we’re not just tax preparers. We’re your tax partners and tax advisors.
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Worried you’re missing out on deductions and paying more tax than you should?
→ We help you identify overlooked deductions and smart tax strategies, so you keep more of your income and avoid leaving money on the table.
Unsure how life changes—like a new job, investments, or side income—will affect your taxes?
→ We proactively review your situation and adjust your tax plan, giving you clarity and confidence that you’re prepared for what’s ahead.
Tired of tax season surprises and feeling out of control when it comes to your financial future?
→ We create a personalized tax strategy that aligns with your goals, helping you reduce stress, eliminate surprises, and plan confidently all year long.
Starting at: $825/year
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Struggling to keep track of income and expenses across clients and worried you’ll miss deductions at tax time?
→ We help you organize your finances and capture every eligible deduction, so you can lower your tax bill and keep more of what you earn.
Feeling overwhelmed by quarterly tax payments and unsure how much to set aside?
→ We calculate accurate quarterly estimates and guide your cash flow planning, so you avoid surprises and stay ahead of IRS deadlines with confidence.
Concerned that your freelance business isn’t structured in the most tax-efficient way for your growing income?
→ We review your business setup and offer proactive tax strategies, ensuring your work supports both your professional growth and your personal financial goals.
Starting at: $200/month
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Frustrated that your rising income means paying more taxes each year—and unsure how to keep more of what you earn?
→ We build tailored strategies to legally minimize your tax burden, helping you preserve wealth and reduce what you owe, even as your income grows.
Concerned that complex income sources—like investments, stock options, or business interests—could lead to costly tax surprises?
→ We proactively analyze your full financial picture, so you can navigate complex tax rules, avoid unexpected bills, and make confident financial decisions.
Worried that your current tax planning isn’t keeping pace with your financial success—or missing opportunities to align taxes with your long-term goals?
→ We integrate tax strategy with your bigger financial plan, ensuring every decision supports your wealth, protects your assets, and helps you plan for the future with clarity and control.
Starting at: $1,200/quarter
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