Year-Round Tax Planning for Michigan Trades Businesses · Simply Balanced Accountants

Year-Round Tax Planning

Not ready for monthly accounting?
Start with the tax plan.

Your tax preparer files the return and disappears until next spring. Meanwhile you're running the jobs and the crew, guessing at quarterly estimates, and finding out what you owe when it's too late to change it. These tiers put someone in your tax picture before the year closes — for women who own and run trades businesses in Michigan.

Core — your tax partner Clarity — your tax strategist Compass — your tax advisor

Core

Your tax partner

Here when you need me. For the owner who wants to know what the year looks like — and have a plan for April.

  • Your tax return included — prepared by the team that planned it
  • One planning session — mid-year or year-end, your pick
  • Your tax plan in writing — what the year looks like, and a plan for April

You know what's coming, and you're ready for it.

Clarity

Your tax strategist

Here to help you plan ahead. For the owner who wants more than the number — she wants to start bringing it down.

  • Everything in Core, plus:
  • Strategy to lower what you owe — we go looking for the moves that bring your tax liability down
  • Planning at mid-year and year-end — two sit-downs, so the plan moves when your year does
  • Your year-end punch list — the specific moves to make before December 31
  • Estimated payments, updated — never overpaying, never underpaying

You know the number before the year ends — while there's still time to change it.

Compass

Your tax advisor

Here before you need me. For the owner with more than one income stream, a rental, or a big purchase coming.

  • Everything in Clarity, plus:
  • Planning every quarter — four sit-downs a year
  • Big purchases timed right — the truck, the equipment, the building, run through the plan before you sign
  • We work alongside your other advisors — your banker, your attorney, your financial planner

The tax plan is part of every big decision, not a report after it.

The Investment

One price for the year. Billed quarterly.

Your return is included in every tier — prepared by the same team that planned it. No separate prep bill in April.

  Core Clarity Compass
Billed quarterly $375 /qtr $600 /qtr $1,050 /qtr
For the year $1,500 $2,400 $4,200

Every tier is tax planning and your return together. We don't sell standalone tax prep.

We plan from the numbers you give us. These tiers don't include a review of your books. Want us checking the books too? That's Foundation, from $650 a month. See monthly accounting →

Built for Women Who Build Michigan

The surprise in April
was decided in October.

Estimates that miss

Pay too much and your cash sits with the IRS all year. Pay too little and April comes with penalties. Your estimates should move when your year does.

The truck in the wrong year

Equipment, vehicles, and a building all change your tax bill. When you buy matters as much as what you buy.

A good year that costs you

Your best season shouldn't end with your worst tax bill. Planning turns a strong year into money you keep.

Not Sure Which Tier?

Tell us what last April looked like.
We'll tell you what changes.

Start with a conversation about where you are, and we'll tell you honestly which tier fits — including "not yet."


Let's Talk →