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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.
While we love seeing you each year, there is no need to spend an hour in our office! Client Portals make tax season a breeze!
As we step into 2025, it’s important to stay informed about the latest tax changes that could impact your return. From updated tax brackets to new rules for deductions and credits, understanding these changes can help you prepare effectively and avoid surprises. At Simply Balanced Accountants, we’re here to break it all down for you.
As we step into 2025, it’s important to stay informed about the latest tax changes that could impact your return. From updated tax brackets to new rules for deductions and credits, understanding these changes can help you prepare effectively and avoid surprises. At Simply Balanced Accountants, we’re here to break it all down for you.
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.
