Question 1

What Services Does Perfectly Balanced Offer?

Accepted Answer

Perfectly Balanced Accounting and Tax Services provides:
Individual tax preparation
Business tax preparation
Bookkeeping services
Payroll services
Tax planning and estimated tax guidance
Business mentorship for new business owners
We do more than prepare tax returns. We help you understand them so you can make informed decisions for your future.
Our focus is clarity, consistency, and long term financial balance.

Question 2

How Do I Schedule a Tax Appointment?

Accepted Answer

The easiest way to schedule is online. You can view available times and choose what works best for your schedule.

Book your appointment here:
https://outlook.office.com/book/PerfectlyBalanced

We offer:
15 minute appointments
Best for simple returns or quick questions.

45 minute appointments
Recommended for business returns, farmland, Schedule C, trusts, rental property, or if you have multiple questions or concerns.

Appointments are available in person or virtually. We respectfully ask that you attend your appointment or notify us if you need to cancel.

Question 3

Should I Choose a 15 Minute or 45 Minute Tax Appointment?

Accepted Answer

If your return includes:
W2 income
Bank interest
Basic investments
A 15 minute appointment is typically appropriate.

If you have:
Farmland
Schedule C self employment
Business income
Trust income
Rental property
Several questions or concerns
Please schedule a 45 minute appointment.

We also ask that you bring your last two years of tax returns, 2024 and 2023, either paper or digital. Reviewing prior years helps ensure accuracy and consistency.

Question 4

How Do I Get My Tax Documents to You?

Accepted Answer

We offer secure options to protect your information.

In Person Drop Off
You may bring documents during office hours. If you have questions, please schedule a 15 minute appointment so we can give you our full attention.

Secure Drop Box
Located next to our office door. Locked, bolted to the building, and monitored by camera. A folder is acceptable, but an envelope is preferred.

Client Portal
Upload documents securely through our tax software portal.

Secure Shared Folder
We can send you a secure upload link. Please do not email tax returns, Social Security numbers, or sensitive documents through regular email. Email is not secure.

Question 5

I Want to Bring My Previous Tax Return for Review

Accepted Answer

Ideally, we review your last two years of tax returns. Consistency matters and helps ensure your return is complete.

Here is what you can expect:
We review for completeness and accuracy.
We are not auditing your prior preparer.
If we notice something, we will bring it to your attention.
We explain options so you can make an informed decision.
We will not force you to amend a return.

Our goal is education and clarity.

You may drop documents off, use the drop box, upload securely, or schedule an appointment to review together.

Question 6

How Do I Make IRS Payments?

Accepted Answer

If you need to make a federal tax payment, use the IRS Direct Pay system:
https://www.irs.gov/payments/direct-pay-with-bank-account

If you are unsure about how much to pay or which quarter to select, schedule a short appointment so we can review it together.

Question 7

Where Is My Tax Refund?

Accepted Answer

You can track your refund directly through official government websites.

Federal refund status:
https://www.irs.gov/wheres-my-refund

Minnesota refund status:
https://www.mndor.state.mn.us/tp/OnlineServices/_/

Once your return has been accepted, the IRS or Minnesota Department of Revenue controls processing times.

Question 8

How Do I Pay Perfectly Balanced?

Accepted Answer

We accept:
Check or money order in person or by mail
PO Box 67
Venmo at @PerfectlyBalancedMN.com
Credit or debit card in office with tap to pay available

If you have questions about your invoice, please reach out before submitting payment.

Question 9

Do You Offer Business Mentorship?

Accepted Answer

Yes.

Starting a business is exciting, but the financial side can feel overwhelming. Our Business Mentorship Program walks new business owners through:
Entity selection
Understanding your Profit and Loss statement
Estimated tax planning
Payroll setup
Financial organization

We do not just complete your books. We teach you how to understand them.

Question 10

Why Choose Perfectly Balanced?

Accepted Answer

Perfectly Balanced provides personalized accounting, tax, and consulting services to individuals and businesses across Minnesota. Our role is simple. Help you make informed financial decisions with confidence while keeping everything accurate, organized, and on time.

Our team brings years of experience in bookkeeping, payroll, tax preparation, audit support, and business consulting. We serve clients in Redwood Falls, the surrounding communities, and across Minnesota.

We believe accounting should be professional, practical, and easy to understand. You should not have to feel embarrassed about where you are starting. Whether you are filing a simple return or managing a growing business, you deserve a team that meets you where you are and helps you move forward.

That is what balance looks like here..

Question 11

How Does the Tax Preparation Process Work?

Accepted Answer

We keep the process simple and structured:
Complete two required documents
Engagement Letter and Tax Questionnaire. Returns will not begin until both are received.

Send us your tax information
In person, dropbox, secure Tax Portal upload, or mail.

We prepare your return
Once everything is received, we complete your tax return accurately and efficiently.

Sign and review
Sign electronically or in person. A brief 15-minute review is available in office or virtual.

Pay and receive your return
Multiple payment options are available. Final copies are picked up in office or downloaded securely from the Tax Portal.

For a visual overview, view our How It Works Guide

Frequently Asked Questions