TaxesSometimes even the professionals need a little help.
With our Taxes Solution, we are your Certified Public Accountant's (CPA's) and your best friend!
Simply Balanced Solutions offers a detailed and thorough process to ensure that everything is ready for our clients' CPA to review and process in time for Tax Day. Our Taxes Solution is fully covered by our Confidentiality Commitment. |
We speak fluent CPA!
Organizing |
The first step is Organizing. This plays a key role in our Taxes Solution by efficiently accumulating all necessary documents for tax filing, as outlined by our client's CPA. Organizing ensures that all required paperwork is gathered in one place in order to streamline the preparation process.
Additionally, Simply Balanced Solutions creates electronic records of these documents, making it easy to share them with our clients' CPA for review and filing. This service is exclusively available to in-person and Complete Solutions clients, offering them a seamless, organized approach to managing their tax documents and ensuring timely and accurate tax preparation. |
Records & Communications |
With the Records & Communications aspect we ensure all government and company-issued forms are scanned and uploaded promptly for easy access. We also facilitate communication by scanning any IRS correspondence received by our client and sending it directly to their CPA for review.
Following the CPA’s tax organizer, Simply Balanced Solutions helps identify any significant changes that occurred during the year, ensuring nothing is overlooked. Additionally, we assist in executing the CPA's instructions to aid in filing or making payments, streamlining the entire tax process and making it more efficient for both the client and CPA. |
Reporting |
Finally, with Reporting within the Taxes Solution provides crucial support by compiling income and expenses into detailed categories, making it easier for our client's CPA to prepare accurate tax filings.
We assist CPAs by generating comprehensive reports that serve as essential support for IRS reporting requirements. These organized and categorized reports ensure that all financial data is clearly presented, reducing the risk of errors and streamlining the filing process. By providing detailed and accurate information, we help ensure that our client’s tax filings are thorough, compliant, and delivered on time. |
Complete Solutions that include Taxes |
Simply Filed
Designed to aid your CPA with filing your taxes. We take the guess work out of taking care of your financial information. Our goal is to help make tax filing a breeze |
Additional Solutions
Bill Pay
Designed for getting the hassle out managing day-to-day bills. Organization Designed for getting you out of the "shoebox" and into the cloud Records & Communication
Designed to keep track of and maintain all of your important records and paperwork. |
Reconciliation
Designed to keep you "in the know" of all of your spending as well as the value of your assets and debts. Reporting & Net Worth Designed to keep you "in the know" of all of your assets. |