Welcome

Welcome to The Perfect Balance Tax and Accounting Service!!

Do you worry that your taxes might not have been completed accurately? The preparation of income tax is a very individualized process. It requires a combination of skills, knowledge, experience, and up to date tax law education to assure you are paying what you owe, not overpaying, and receiving the refund you deserve. Tax preparation is not merely a software program and entering data.

Do you have concerns about your business profitability? Is your business growing but making less profit? Staying on top of your business finances is a critical part of being successful. A good bookkeeper or accountant is essential for day-to-day operations by analyzing financial reports to advise business owners.

Do you have IRS inquiries or concerns?. We help individuals and small businesses manage, reduce, or even eliminate IRS debt. Don’t let a simple question turn into a big problem.

We can help with all of these!!

FREE consultations. Call us today at 239-593-6119.

Taxes in the age of COVID-19. 

We have implemented a new drop-off policy to protect our clients and staff during this unprecedented surge in COVID-19. This change will maintain the highest level of service and safety while completing your tax return or other accounting services safely. Tax documents can be dropped off at the front desk, where they will be securely stored until only a staff member of The Perfect Balance will gain access. Alternately, you have the option of emailing the documents or sending the documents by mail. In all cases, a Client Data Sheet and Engagement letter must be completed before starting the return. These documents are available at the front desk or online at our website www.Perfectbalance-Naples.com under the “Resources” tab, then client forms. After receiving your documentation, A staff member of The Perfect Balance will contact you. All in-office appointments will be socially distanced and have a mask mandate. Please give us a call to discuss our efforts to accurately and efficiently perform all of our client’s needs in the safest manner possible.

If you received an Economic Stimulus Payment in 2021.

In late January, your Third Economic Impact Payment letters are being mailed to EIP recipients. If you received an Economic Stimulus Payment in 2021, you would have received a letter from the IRS (Letter 6475). This letter will help with the Recovery Rebate Credit calculation. This letter will help Economic Impact Payment recipients determine if they are entitled to and should claim the Recovery Rebate Credit on their tax year 2021 tax returns that they file in 2022. Letter 6475 only applies to the third round of Economic Impact Payments issued in March 2021 and continued through December 2021. If you received an Economic Stimulus Payment in 2021 and did not receive a letter OR if you do not remember receiving an Economic Stimulus Payment in 2021, you must log on to www.IRS.gov. On the main page, click the link titled “Get Your Economic Impact Payment Status” page down slightly to “Find Out Which Payments You Received,” then click “Sign in to your Online Account. Follow the instructions to set up a new account (or log into an established account). Once you have your new account set up, you will be able to access documentation that you will need to print out to file with your 2021 tax return.

If you received Advanced Child Care Payments in 2021.

If you received an Advanced Child Care Payments in 2021, you would have received a letter from the IRS (Letter 6419). This letter will help with the Advanced Child Care Payments Credit calculation. This letter will help Advanced Child Care Payment recipients determine if they are entitled to and should claim the Advanced Child Care Payment on their tax year 2021 tax returns that they file in 2022. If you received Advanced Child Care Payments and do not receive a letter OR if you do not remember if you received Advanced Child Care Payments in 2021, you must log on to www.IRS.gov. On the main page, click the link titled “Get Your Economic Impact Payment Status,” then in the blue box at the top of the page, click the link “Advanced Child Tax Credit Payments,” then click the blue box that says “View Payments” then click the blue box that says “View Advance Payments” Follow the instructions to set up a new account (or log into an established account). Once you have your new account set up, you will be able to access documentation that you will need to print out to file with your 2021 tax return.