Balanced Practice, Inc. specializes in bringing space for financial education and empowerment alongside tax and accounting services for small businesses and their owners. Get started today leading a proactive money practice.
Advisory work includes curious inquiry, evaluative presentations, and expert recommendations. We have your back, we own the process.
Coaching work will help you re-frame the way you think of money and how you manage it. We know, you know you best, we guide the process.
In both spaces, together, we will make space to unpack issues and set intention with Balanced Practice by:
Creating stronger organizational systems and financial development
Developing processes and rituals for money management
Reshaping your money mindset, stories, processes
Receiving clarity on research questions, including, tax review, planning and process development
Annual Income Tax Filings for any entity type
C or S Corporations, LLCs, Partnerships, Individuals and Trusts
Estimated Tax Payments and Tax Projections
State and Local Tax Compliance such as Delaware Annual Franchise Taxes, Secretary of State Filings, or other Regulatory Filings
State Nexus Review (i.e. Is a tax return filing necessary in that state?)
Sales & Use Tax Compliance and Review
Tax Authority Representation & Notice Review
System Review, Design & Implementation
Evaluate the specific needs of your business and decide which process and/or tools will work best for your team
Monthly, quarterly, or Annual Reviews
Internal Training to use and maintain your accounting system
Bookkeeping Service Referrals
Sales Tax Review and Filing Management
Upon our initial consultation, we will recommend a service that suits your business best in our network