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. Whether you are an individual or business in or around Lakewood Colorado or anywhere in the U.S., Well Balanced Financial Services, Inc. has years of valuable experience assisting professionals with their accounting needs.
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. Whether you are an individual or business in or around Lakewood Colorado or anywhere in the U.S., Well Balanced Financial Services, Inc. has years of valuable experience assisting professionals with their accounting needs.
Services
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.
Well Balanced Financial Services, Inc. is one of the leading firms in and throughout Lakewood.
By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.
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.
Well Balanced Financial Services, Inc. is one of the leading firms in and throughout Lakewood.
By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.
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.
At Well Balanced Financial Services, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
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.
At Well Balanced Financial Services, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
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.
She loves what she does and takes great pride in her work.
Her experience, hard work, dedication, and passion is what has led her company to be one of the most trusted financial firms in Lakewood.
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.
She loves what she does and takes great pride in her work.
Her experience, hard work, dedication, and passion is what has led her company to be one of the most trusted financial firms in Lakewood.
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.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
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.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
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.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
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.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
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