The Simply Balanced Way

At Simply Balanced Accountants, we work with individuals and business owners who are ready for more than just once-a-year tax prep. If you’re looking for clarity in your finances, proactive planning, and a trusted partner to guide you—not just file for you—you’re in the right place. Whether you're self-employed, managing multiple income streams, or running a growing business, our tailored services are designed to help you make smarter decisions, reduce stress, and move forward with confidence all year long.

 
 

Individual Tax Planning & Advisory

At Simply Balanced, we go beyond tax prep. Our planning and advisory services are built to help you look ahead, make smarter decisions, and keep more of what you earn.

We take time to understand your goals and income sources, then create a personalized tax strategy that helps reduce your tax bill and support your long-term financial success. Whether you’re self-employed, managing multiple income streams, or preparing for retirement, we’ll guide you every step of the way.

Flexible Planning Tiers

We offer three levels of service to match your needs:

  • Starter – Smart, accurate tax planning without the extras

  • Expanded – Mid-year check-in, planning strategies, and year-round access

  • Comprehensive – Tailored experience with quarterly strategy sessions and custom planning

Whether you just want peace of mind at tax time or expert support all year long, we’ve got a plan that fits.

Annual Investment: $775-$2,500

Business Tax Planning & Advisory

At Simply Balanced, tax planning for your business isn’t just about filing—it’s about strategy. We help you make intentional, informed decisions that reduce your tax burden, improve cash flow, and support your business growth.

Whether you're self-employed, running an S Corp, or managing a growing team, we tailor our guidance to fit your structure, income, and long-term goals. From entity optimization to compensation planning, we’re your year-round partner in smart financial strategy.

Planning Tiers for Business Owners

Our business planning services are available at three levels:

  • Essential – Accurate tax prep with basic support for small businesses

  • Strategic – Ongoing guidance, mid-year planning, and actual tax projections

  • Mastery – Full advisory access, quarterly reviews, custom tax strategy, and entity guidance

Whether you’re just getting organized or ready for full-service strategic support, we’ll help you take control of your business finances with confidence.

Quarterly Investment: $300-$1,500

Monthly Business Services

Strong financials are the foundation of a successful business. At Simply Balanced, our accounting services are built to give you more than compliance—we deliver clarity, consistency, and confidence in your numbers.

Whether you're just getting organized or managing a growing operation, we tailor our support to match your business needs and growth stage. We don’t just help you stay caught up—we help you move forward.

Flexible Accounting Tiers

Choose the level of support that fits your business:

  • Core – Foundational accounting and monthly oversight to keep your records accurate and tax-ready

  • Professional – Enhanced reporting, quarterly check-ins, and support for growing businesses

  • Executive – High-touch advisory with custom reporting, strategic guidance, and full financial visibility

Whether you just need solid bookkeeping or full-service financial support, we help you stay organized, informed, and in control.

Monthly Investment: $1,100-$1,875