{"id":340,"date":"2025-01-28T20:02:20","date_gmt":"2025-01-28T20:02:20","guid":{"rendered":"https:\/\/gpswp.com\/balancedfinancialinc\/?page_id=340"},"modified":"2025-02-04T14:28:49","modified_gmt":"2025-02-04T14:28:49","slug":"tax-preparation","status":"publish","type":"page","link":"https:\/\/gpswp.com\/balancedfinancialinc\/tax-preparation\/","title":{"rendered":"Tax Preparation"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">We\u2019ll work with you to develop a tax minimization strategy.<\/h3>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-cyan-bluish-gray-color has-alpha-channel-opacity has-cyan-bluish-gray-background-color has-background is-style-dots\"\/>\n\n\n\n\n<style>\n    .group:before,\n    .group:after {\n        content: \"\";\n        display: table;\n    } \n    .group:after {\n        clear: both;\n    }\n    .group {\n        zoom: 1;\n    }\n    .video-wrapper {\n        margin: 0;\n        text-align: center;\n        color: #555;\n    }\n    .video-wrapper #video-container {\n        position: relative;\n        padding-bottom: 56.25%; \/* 16:9 *\/\n        padding-top: 25px;\n        height: 0;\n    }\n    .video-wrapper #video-container iframe {\n        position: absolute;\n        top: 0;\n        left: 0;\n        width: 100%;\n        height: 100%;\n    }\n    .video-wrapper .title {\n        font-size: 1.5em;\n        margin: 0;\n        padding: .5em 0;\n    }\n    .video-wrapper a, \n    .video-wrapper a:visited {\n        color: #555;\n        text-decoration: none;\n    }\n    .video-wrapper a:hover {\n        font-weight: bold;\n    }\n    .video-wrapper .thumb {\n        float: left;\n        height: 200px;\n        margin: 0 2% 10px 0;\n        width: 32%;\n    }\n    .video-wrapper .thumb:nth-child(3n+0) {\n        margin-right: 0;\n    }\n    .video-wrapper .thumb p {\n        margin: 0 2px;\n    }\n<\/style>\n\n\n\t<div class=\"video-container\">\n\t\t<div class=\"embed-responsive embed-responsive-16by9\">\n\t\t\t<iframe loading=\"lazy\" class=\"embed-responsive-item\" src=\"https:\/\/player.vimeo.com\/video\/1053397661\" width=\"100%\" height=\"390\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n\n<hr class=\"wp-block-separator has-text-color has-cyan-bluish-gray-color has-alpha-channel-opacity has-cyan-bluish-gray-background-color has-background is-style-dots\"\/>\n\n\n\n<p>Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you\u2019ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that you\u2019re taking advantage of any possible tax minimization strategies to help maintain the retirement you\u2019ve worked hard to build.<\/p>\n\n\n\n<p>Utilizing the skills of certified public accountants can be important to your finances. Such a team can help monitor tax law changes specific to your retirement strategy and provide different tax minimization strategy options.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Let us compare your last year&#8217;s tax return<\/h3>\n\n\n\n<p>We&#8217;ve developed a simple way to have a CPA or Enrolled Agent perform a personal review of your last year&#8217;s tax return and develop a side-by-side comparison of how we might be able to lower your total tax bill. It&#8217;s free.<\/p>\n\n\n\n<p>The What-If just takes two things:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Last year&#8217;s return (brought to our office or up loaded via an encrypted link sent to you) <\/li>\n\n\n\n<li>An open mind.<\/li>\n<\/ol>\n\n\n\n<p>We aren&#8217;t magic but can often offer a fresh set of ideas for lowering your total tax bill.&nbsp; &nbsp;<\/p>\n\n\n\n<p><em>Ask yourself, what was the last good idea your current tax prep professional brought you to reduce your tax bill?<\/em><\/p>\n\n\n\n<div style=\"height:29px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-white-color has-text-color has-link-color has-text-align-center wp-element-button\" href=\"https:\/\/gpswp.com\/balancedfinancialinc\/wp-content\/uploads\/sites\/585\/1737750190_taxpricing.pdf\">Check out our 2025 Tax Prep Pricing<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ll work with you to develop a tax minimization strategy. Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you\u2019ll be able to transfer to your heirs and beneficiaries. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-340","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax Preparation - Balanced Financial, Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/balancedfinancialinc\/tax-preparation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Preparation - Balanced Financial, Inc.\" \/>\n<meta property=\"og:description\" content=\"We\u2019ll work with you to develop a tax minimization strategy. 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