Smarter Tax Strategy Starts Here

First, a big thank you for another successful tax season! We truly love serving our clients — and in that spirit, I’m excited to share what’s next…

Simply Balanced Accountants is now offering Tax Planning & Advisory Services — built to go beyond filing your return and help you take control of your tax strategy all year long.

While tax preparation looks back, tax planning looks ahead — helping you make smart financial decisions before year-end to reduce your tax burden and align with your bigger goals.

Whether you’re self-employed, juggling multiple income streams, or just want more clarity, we now offer three levels of support:

🔹 Starter – For the toe-dippers. A solid plan and peace of mind, without the frills.

🔹 Expanded – For freelancers, business owners, and multi-income pros who want strategies that grow with them (and a few bonus perks).

🔹 Comprehensive – For big-picture thinkers and complex finances. Full-service support, smart tax moves, and VIP access.

Each tier is designed with different goals in mind — from simple compliance to custom strategies that support wealth building, retirement planning, and beyond.

Ready to plan ahead and reduce surprises at year-end? Let’s find the right fit for you.

📌 Explore Our Tax Planning Services
📅 Or just call our office: 📞 517-897-2144

Let’s make your taxes work smarter — not harder.