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.

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(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.

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.

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.

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.

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(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.

You can track your refund directly through official government websites. Federal refund status: https://www.irs.gov/wheres-my-refund(https://www.irs.gov/wheres-my-refund) Minnesota refund status: https://www.mndor.state.mn.us/tp/OnlineServices/_/(https://www.mndor.state.mn.us/tp/OnlineServices/_/) Once your return has been accepted, the IRS or Minnesota Department of Revenue controls processing times.

We accept: • Check or money order in person or by mail PO Box 67 • Venmo at @PerfectlyBalancedMN.com(http://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.

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.

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..

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(https://1ae010e7-365e-4b96-9a96-90ee3a135556.usrfiles.com/ugd/1ae010_0fa579a41ab94d088b961d85cb6ec55c.pdf)