Tax Planning Services

At Balancing Act, we take a proactive approach to tax planning. We know that to effectively manage your tax obligations, proper planning has to be considered all year long, not just at tax time. Get started today by working with our seasoned Baltimore-area CPA firm. We diligently monitor the never-ending changes to the tax code and pinpoint new opportunities to save our clients money on their taxes.

Mary Jo Watson
Mary Jo Watson, CPA
President of Balancing Act
Intuit QuickBooks Certified ProAdvisor Online
Catherine H

Mary Jo has been a lifesaver for our businesses! She is incredibly helpful and gives you exactly what information you need to get Quickbooks sorted out on your own. She has been invaluable for getting our businesses back on track and very reasonably priced!

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Lowell A.

I just got off the phone with Mary Jo. She got back to me fast when I left a message explaining my LLC situation. She was very friendly and did not feel intimidated by my limited knowledge about state taxes etc. She offered valuable advice on how to move forward with my LLC.

Boost your bottom line.

If you own an existing business, we’ll develop tax planning techniques tailored to your industry with the goal of decreasing your liabilities and increasing your profits. For new business owners, we’ll determine which entity is the most advantageous option for tax savings, so you can choose the right structure when you incorporate. And, if you’re one of our individual clients, we’ll minimize your tax obligations to make sure you keep more of your hard-earned money at the end of the year.

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With our help, preparing your taxes is a lot less taxing.

Tax laws are complicated and ever-changing. That’s why it’s important that you work with a knowledgeable tax preparer who’s up to speed on those laws and can help to ensure you don’t pay more than you need to. Timely and accurate financial data is the key to saving money. Other smart reasons to use our tax preparation services include:

Collaborative Success

We’ll work hand-in-hand with your CPA. At Balancing Act, we work closely with many local CPAs and can prepare the documents they need to file your tax return efficiently. We speak their language, so we can anticipate their questions and give them the information they need, saving you time and money.

Ready to start managing and reducing your tax burden? To learn more about our tax preparation services and related tax help, contact us online or call us at 410-705-7971.

Ready to start managing and reducing your tax burden?

Stop juggling & start balancing!

We can help.

Get Started with a FREE Consultation.

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