Tailored Accounting Services
Assets. Liabilities. Simply Balanced.
You've been carrying the tax side alone for a while now.
You've Googled. You've guessed. You've stayed up late wondering if you're doing it right. And somehow, you've made it work—but something still feels off. Like you might be missing something you can't quite name.
Here's the truth: the question isn't "how do I get better at taxes." The question is "who should be doing this with me."
Most business owners start with a Tax Preparer—someone who files your return once a year and disappears. It works for a while. But as your business grows, the stakes get higher and the decisions get more complicated.
Some people upgrade to a Tax Partner—someone who's more responsive, maybe even proactive around tax season. Better, but still reactive. Still waiting for you to bring the questions.
What you actually need is a Tax Advisor—someone who's paying attention all year. Someone who sees things coming before they become problems. Someone who helps you make decisions with clarity, not guesswork.
That's the difference between having someone who files your taxes and having someone who's actually in your corner.
At Simply Balanced, we don't just file your return. We stand next to you all year—helping you understand what the numbers mean, see what's coming, and make decisions with confidence.
We're not here to take over your business or tell you what to do. We're here to carry the tax and accounting side so you don't have to figure it out alone anymore.
We're the Who for Michigan business owners who are ready to stop guessing.
1. We start with a conversation. No pressure, no pitch. We learn about your business, your goals, and what's been frustrating you. If we're the right fit, we'll tell you. If we're not, we'll tell you that too.
2. We find the right tier. Based on your situation, we recommend a service tier and explain exactly what's included—no surprises, no hidden fees.
3. We onboard you properly. You get access to your client portal, meet your team, and we get everything organized. If your books need cleanup, we handle it.
4. We stay close all year. Check-ins, planning calls, proactive guidance. We're not disappearing until April. We're paying attention the whole time.
5. Tax season is boring (in a good way). No surprises. No scrambling. Just a return that reflects a year of smart decisions—and a refund or tax bill you already knew was coming.
Business Accounting & Tax For business owners who want ongoing support, oversight, and tax strategy. We review your books, keep your financials accurate, and build tax planning into everything we do. Your business tier includes your individual return—because your business and personal taxes are connected, and we treat them that way.
Individual Tax Planning For individuals with complex finances—multiple income sources, investments, real estate, or wealth-building goals—who want year-round tax planning, not just a once-a-year scramble. If you're a business owner, you'll pair this with your business tier. If you're an individual without a business, this is your track.
For business owners who want ongoing support, oversight, and tax strategy.
$350/month
For solopreneurs and small business owners under $250K who handle their own books.
You're doing the work—we make sure it's right. We review your numbers quarterly, check in with you on tax strategy, and handle your return. Includes Core tax planning so you've got a pro in your corner year-round.
$525/month
For growing businesses that need more frequent support and proactive planning.
We work together monthly instead of quarterly. More touchpoints, tighter oversight, and Clarity tax planning—two check-ins a year plus priority filing. You're still in the driver's seat; we're riding shotgun.
$775/month
For business owners ready to take bookkeeping off their plate entirely.
We handle your books quarterly—completely done for you. You get an assigned specialist, clean financials, and Clarity tax planning built in. You focus on the business; we focus on the numbers.
$1,150/month
For S-Corps and partnerships over $500K ready for monthly accounting and integrated tax planning.
We manage your books monthly, prepare your business return, and build Clarity tax planning into how you operate. An assigned specialist keeps everything running smooth so you can focus on leading your business.
$1,600/month
For business owners who want concierge-level tax planning and priority access.
Everything in Professional, plus Compass tax planning—quarterly check-ins with Leslea, VIP access when you need answers fast, and priority service year-round. Your business and personal tax strategy work together.
$3,500/month
For business owners who want a strategic financial partner on speed dial.
We collaborate with your team weekly, handle annual budgeting and entity review, and make sure your compensation strategy holds up under scrutiny. Compass tax planning is built in—fractional CFO support with everything working together.
For your personal return. Business owners: pair one of these with your business tier.
$375/quarter
For individuals who want accurate, stress-free tax prep with year-round support.
We handle your return, answer your questions when they come up, and meet with you mid-year or year-end to make sure your strategy is on track. Solid tax planning without the complexity.
$525/quarter
For proactive taxpayers who want to plan ahead and reduce surprises.
Everything in Core, plus two planning touchpoints—mid-year and year-end—so you always know where you stand. Priority filing, priority calendar access, and a tax projection that keeps you ahead of the curve.
$750/quarter
For high-income individuals and families who want concierge-level planning and direct access to Leslea.
Everything in Clarity, plus quarterly planning touchpoints, IRS transcript monitoring, advisor collaboration, and VIP access when you need it. We're watching your tax picture year-round—not just at filing time.
You've been figuring it out alone long enough. Let's talk about what it would look like to have the right people in your corner.
"I think I started out wrong." A client three months into his business was worried he'd already messed everything up. Here's the truth: it's not too late. If you're in your first year and worried about mistakes, here are three things you can still fix—and why now is actually the perfect time to do it.
A business owner told me he could write off 100% of his commute and all his work meals. None of it was true—but he had no one to check with. Bad tax advice doesn't just risk audits. It creates constant stress and uncertainty that affects how you run your business. Learn how to vet tax guidance and what good advice actually looks like.
Tax planning is the windshield. It's what helps you see what's coming and make decisions before you get there.
