Services
At Get Balanced CPA, we tailor our services to meet your specific needs and offer transparent pricing.

We are here to help you every step of the way, year after year.

Tax Preparation & Planning with Strategy and Heart

At Get Balanced CPA, we believe taxes shouldn’t just be a once-a-year scramble. With the right planning, your tax strategy can become a powerful tool, not a seasonal headache. We help service-based small business owners stay organized, lower their tax liability, and make smarter financial decisions all year long.

Led by Sam Faulkner, a kind, highly responsive CPA based in Cumming, GA, we offer both proactive tax planning and detailed tax preparation. Our clients range from contractors and engineers to solo attorneys and digital consultants—people who want more than just a one-time filing. We work closely with you to anticipate challenges, identify deductions, and build a plan that aligns with your goals. No confusing jargon. No rushed April surprises. Just steady, thoughtful support.

Our tax prep process is designed to be thorough but low-stress. Whether your business is brand new or well-established, we’ll ensure everything is accurate, compliant, and filed on time. With our planning services, we go beyond the basics to help you make strategic decisions, like choosing the right entity type, adjusting estimated payments, or timing major purchases with tax efficiency in mind.

We also support clients who work across state lines or internationally, and can confidently guide multi-state filers and expats through the complexities of compliance. Everything we do is grounded in clarity, compassion, and a deep respect for your time.

Taxes Don’t Have to Be Overwhelming

If you're looking for tax preparation services or tax planning support from a CPA who actually listens and explains things clearly, we’d love to help. At Get Balanced CPA, you’ll never feel like a number. You’ll get thoughtful, consistent guidance that helps your business thrive—this year and beyond.

📞 Let’s talk about how we can make tax season less stressful and more strategic.

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Location

2100 Westshore Drive
Cumming, GA 30028