The Challenge:
A freelance IT consultant was overpaying in taxes and unaware of the deductions available to him. With multiple income sources, his financial record-keeping was disorganized and he feared an audit.
Our Solution:
Balancing Act Financial organized his records, clarified his income streams, and applied expert knowledge to optimize his tax filings. We identified several overlooked deductions and educated him on maintaining proper documentation for future filings.
The Result:
The consultant reduced his tax liability by 40%, saved hours of administrative effort, and gained peace of mind knowing he was fully compliant and maximizing his earnings.
