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Simply Compiled & Filed

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A Complete Solution for Tax Organization

Most people hate getting ready for taxes and their CPA knows this by the shoe boxes full of unorganized receipts. Simply Balanced Solutions is here to return those shoe boxes to the closet, where they belong!

We come to you to gather and prepare your tax information for your CPAs. Once we have gathered and reviewed the necessary tax documents we deliver them to the CPAs.

Our clients are pleased that it is done, and their CPAs can get to work on preparing and filing. The key to making this work is great organization and communication, and of course, not waiting until the last minute.

"I believe we should all pay our taxes with a smile.
(I tried, but they wanted cash.)"

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Our Simply Filed Solution begins with our Organization solution to sort, compile and manage tax documents. This solution is exclusively provided in-person.

We work closely with our clients to accumulate all necessary documents as specified by their CPA. By following a detailed list from the CPA, we ensure no essential paperwork is missed.

Additionally, Simply Balanced Solutions creates electronic records of these documents, streamlining the process for easy and efficient transmission to the CPA. Our steadfast attention to detail ensures all tax-related information is accurately compiled and promptly delivered, facilitating a smooth and timely tax preparation process while reducing our clients' stress and workload.

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Next, our Records & Communications solution assists our clients' CPA in managing tax their documents.

We assist CPAs by organizing all necessary IRS reporting forms, ensuring that each form is accurately completed and readily accessible.

This solution streamlines the tax preparation process by categorizing and compiling all relevant documents, allowing the CPA to focus on detailed tax analysis and filing.

Our top priority is to enhance and serve the communication between the client and their CPA. This ensures that all tax obligations are met efficiently and accurately, and that their CPA is equipped with all of the necessary documentation.

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Lastly, our comprehensive Reporting solution is tailored for tax preparation, focusing on compiling income and expenses into categorized formats for the CPA.

We meticulously organize financial data into clear and detailed categories, ensuring all relevant information is easily accessible and understandable for tax filing purposes. This not only simplifies the process for the CPA but also provides our clients with a thorough overview of their financial activities throughout the tax year.

By providing detailed reports, Simply Balanced Solutions assists our clients' CPAs ensuring accurate tax preparation, enabling clients to maximize deductions and minimize tax liabilities while maintaining compliance with tax regulations.

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