Why We Introduced a Tiered Service Structure for 2025 Tax Returns

At Perfectly Balanced Accounting and Tax Services, our approach to tax work has always been straightforward. We focus on thoughtful preparation, clear communication, and fair treatment of our clients.

We have intentionally avoided charging for every phone call, email, or routine question because we believe strong relationships are built on trust and accessibility. Our goal has always been to serve as a reliable resource, not just during tax season, but throughout the year.

Why Change Was Necessary

As our firm has grown, so has the complexity of tax law and the level of support many clients expect. At the same time, operating costs and professional requirements continue to increase across the accounting industry.

We took time to reflect on how we could continue providing high-quality service while also ensuring the long-term sustainability of our firm. Maintaining accessibility while setting clear expectations became an important part of that conversation.

Why a Tiered Service Structure Makes Sense

Beginning with the 2025 tax year, Perfectly Balanced adopted a tiered tax return service structure for individual income tax returns.

This decision was not about charging more, but about aligning services with support levels in a transparent and consistent way. Not every client needs the same level of ongoing assistance. Some prefer a streamlined tax preparation experience, while others value additional availability for questions or assistance with tax notices.

A tiered structure allows clients to choose the level of service that best fits their needs while clearly defining what is included.

Clarity Benefits Everyone

Clear service boundaries reduce confusion and help set expectations from the start. This allows our team to focus time and attention where it provides the most value, while ensuring clients understand the scope of services included in their engagement.

Most importantly, this structure supports consistency, fairness, and accountability across all client relationships.

Our Commitment Has Not Changed

Perfectly Balanced Team: Scott, Jessica, Kristen and Corrie.

Our commitment to accurate, timely, and thoughtful tax preparation remains the same. We continue to prioritize responsiveness, professionalism, and client service in everything we do.

By introducing a tiered service structure, we are taking a proactive step to ensure we can continue serving clients efficiently and responsibly, now and in the years ahead.

If you have questions about which service option is the best fit for your situation, we encourage you to reach out to our team.

Thank you for trusting Perfectly Balanced with your tax needs.