Are You Dating Your Tax Pro… Or Just Hooking Up Once a Year?
Let’s talk about relationships. Not the romantic kind—though those can be complicated too—but the relationship you have with your tax professional.
Because here’s the thing: Not all tax relationships are created equal.
The One-Night Stand: Your Tax Preparer
Picture this: you meet once a year, exchange some documents, sign a few forms… and then—poof!—they’re gone until next tax season.
That’s your classic tax preparer.
They file your tax return.
They say “Have a nice life.”
If you text them midyear, you’ll either get ghosted… or get an invoice.
This is perfect if your taxes are simple and you just want to get them done. But don’t mistake a once-a-year fling for a committed relationship.
The Casual Relationship: Your Tax Partner
Then there’s the tax partner.
This person files your return—but they’re also there when stuff comes up.
IRS sends you a scary letter? They’ll help you figure it out.
Have a quick tax question in July? They’ll answer it.
Want to know how much to pay in estimated taxes? They’ll calculate it.
But here’s the catch: they’re still a bit reactive. You have to reach out to them. It’s like dating someone who answers your calls but doesn’t always check in first.
The Long-Term Commitment: Your Tax Advisor
And then… there’s the tax advisor.
This is your person. Your financial ride-or-die.
They don’t just file your taxes—they help you plan ahead.
They check in to see what’s changed in your life.
They’re watching for tax law changes so you don’t get blindsided.
They help you figure out big stuff like buying a house, starting a business, or selling investments.
A tax advisor is proactive. They’re texting first. They’re asking how your mom is. They’re the long-term relationship you deserve.
So… What’s Your Tax Relationship Status?
Here’s the truth: many people think they have a tax partner or advisor… but they’re really just seeing a tax preparer once a year.
At Simply Balanced, we don’t believe in one-night stands. We’re here for real relationships. We’re your tax partners and tax advisors—helping you navigate not just tax season but everything that happens in between.
Whether you’re looking for occasional help or a full-on strategic partnership, we’ve got packages designed for the kind of relationship you want.
Because you deserve more than just someone who ghosts you until next April.
Upgrade your relationship with Simply Balanced.
