Well Balanced Financial Services, Inc. is a full-service accounting, tax and payroll firm serving clients throughout the United States, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. On this website, you will find information about Well Balanced Financial Services, Inc., including our list of services.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
Services
About Our Firm
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For years, Well Balanced Financial Services, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Well Balanced Financial Services, Inc.'s expertise ranges from tax preparation and accounting services to more in-depth services such as financial statements, business management and forecasting, and tax planning.
Services
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Well Balanced Financial Services, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Well Balanced Financial Services, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
About Our Staff
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Carroll Dannettell, EA has over 20 years experience working with taxes, accounting, and payroll and has trained with some of the best in the industry. Carroll has been an Enrolled Agent since 2007 and she established Well Balanced Financial Services, Inc. in 2008. Carroll has built her business off of loyalty, professionalism, and trust.
Business
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Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Tax Tips For Financial
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Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
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