Perfect Balance at 12 Points

04/15/2026

Happy April 15th! Last day to file your taxes without an extension.

Not ready to file yet? Stop by for an extension today. We are open 9-5. Remember, an extension gives you extra time to file only. (until October 15th).

Have tax questions after April? We are open year round to help.

Thank you all for a great tax season 😀

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04/02/2026

Countdown to April 15th begins! There is still time to get your taxes done by the deadline. Need more time? Ask for an extension. Just remember that it's an extension of time to file not an extension of payment. So if you think you are going to owe, you might consider a payment to go along with the extension to avoid some of your penalties and interest.

We are open 9-5 Monday through Thursday and 9-4 on Friday. Drop offs only. 812-232-1304

01/26/2026

Do to the weather, the office will be closed Monday January 26th. Please stay safe and warm!

01/22/2026

Almost time for the start of the tax season. E-Filing opens Monday Jan 26th!
812-232-1304

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01/06/2026

Have children under 18? You may look in to the new Trump Account. It's a brokerage account for children. While these accounts cannot be funded until July 4, 2026, you can sign up for them when you file your tax return for 2025 or through the online portal that will be available this summer.

If your child was born in 2025 (or will be born up to year 2028), the federal government will contribute $1000 to each eligible child's account. You can contribute up to $5000 per year. Once child turns 18, you can access the funds without penalty for education, first home purchase or starting a business.

Information is still coming on these accounts in the coming months. Give us a call if you have any other questions.

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01/06/2026

Happy New Year! As we gear up for the 2026 tax season, please note on a few of the more popular new credits available this tax season. These credits are available until tax year 2028. These are non-refundable credits, they only lower your taxable income.

-Senior Credit of $6000 ($12,000 eligible married couples) Must be 65 or older as of 12/31/25. Phase out begins after $75,000 ($150,000 MFJ) This is in addition to the standard and normal senior credit. You do not have to have social security to claim either.

-No tax on Overtime-Up to $12,500 ($25,000 for MFJ) of eligible OT. It is only based on the half portion of time-and-a-half. Employers should provide a statement or report on W2 the eligible portion. Phase out begins at $150,000 ($300,000 for MFJ)

-No tax on Tips- Up to $25,000 of eligible tips. Only for occupations the IRS identified as "customarily and regularly receiving tips" ie wait staff, hairdresser, taxi/uber drivers ect. If W2 earner, this info should be reported on your W2 or on form 4137 for those that are not reported. For self-employed, deduction cannot exceed net income.

As always, if you have any questions or are looking for a new tax preparer, we here year round. Stop by 1205 Lafayette Ave or give us a call 812-232-1304

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12/15/2025

Working from home today. We will be back in the office tomorrow at 9am.
Email if you need anything beforehand. [email protected]

06/16/2025

Just a heads up, our office will be closed 6/17/25. I have to take my daughter to an appointment in Indy.
We will reopen 6/18/25 at 9 am.

05/30/2025

Summer hours starting June 2nd:
Monday, Wednesday and Thursday 9-5
Tuesday and Friday 9-3

05/23/2025

We will be closing at 1pm today, Friday May 23 and will be closed Monday May 26 for Memorial Day.

Have a great holiday weekend!

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05/01/2025

Happy May from Perfect Balance 🌼🌷🌻

I, personally, am so glad April is over! Talk about a busy month with sooo many deadlines!

While doing tax returns are important, I'm glad to get back to my "day job" of helping local small businesses with their payroll and bookkeeping needs.

We are open year round if you need assistance too.
Give us a call 812-232-1304
Hope you have a great day- Sara

04/14/2025

Countdown is on to file your taxes by April 15th. Good news is that you can also file an extension so that you have until October to file.

But remember, that is an extension of time not payment. So if you think/know you are going to owe, you might want to pay some of those taxes due to avoid penalties and interest.

We are open 9-5 the next two days. ⏱

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