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All tagged taxplanning
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.
At Simply Balanced Accountants, we believe that tax planning is not just about filing a return—it’s about taking proactive steps to minimize your tax liability, maximize deductions, and create a strategy that aligns with your financial goals. Whether you're an individual, a small business owner, or someone with a complex financial portfolio, our three-tiered tax planning services are designed to fit your needs.
As a small business owner or self-employed individual, selecting the right retirement plan is crucial for both your financial future and tax strategy. Two popular options are the Simplified Employee Pension (SEP) IRA and the Savings Incentive Match Plan for Employees (SIMPLE) IRA. Both plans have specific features, benefits, and contribution limits that have been updated for the 2025 tax year.
Tax season doesn’t have to be stressful. At Simply Balanced Accountants, we believe proactive tax planning is the key to financial success, whether you’re an individual, a small business owner, or managing a more complex financial portfolio. That’s why we’re proud to offer tailored tax planning services designed to fit your unique needs and help you achieve your financial goals.
Tax planning is more than just a seasonal task; it’s an essential part of your financial strategy that can deliver long-term benefits. At Simply Balanced Accountants, we encourage proactive tax planning for individuals, business owners, and those managing complex financial portfolios.
