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      REVIEW SUMMARY

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      5
      6 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      C
      carmelatorres234

      05/20/16

      review count1photo count0

      Mel and his staff always provide clear and informative advice regarding my taxes.

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      timmulla434

      04/19/16

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      I first about them from someone I knew. I'm glad I decided to use their services. I am very satisfied and will use them again.

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      lorettalee2121

      02/22/16

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      The services provided at Balance Accounting & Financial Services are wonderful. I cannot think of anything that I could ask them to improve on and I would highly recommend them to anyone who needs any type of accounting service in the Newton, New Jersey area.

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      olivertyler12343

      11/13/15

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      Balance Accounting & Financial Services does an excellent job with my taxes.

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      anonymous

      07/20/15

      My entire family goes to Balance Accounting & Financial Services. I would recommend them to anyone!

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      anonymous

      05/27/15

      The staff at Balance Accounting & Financial Services truly care about their clients and taking care of their finances.

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      DETAILS

      Call today for all your accounting needs.

      General Info
      Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives. My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. The process I follow in completing a total financial strategy consists of: 1.Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance; 2.Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and 3.Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Financial Planning Consultants, Accounting Services, Financial Services, Tax Return Preparation, Taxes-Consultants & Representatives
      Services/Products
        Estate PlanningTax ResourcesTax Problem ResolutionEquity InvestmentsFinancial ManagementEstate Tax ReturnsInvestment PlanningFinancial PlanningInvestment ServicesAsset & Portfolio ManagementTax ConsultingAmended Tax ReturnsElectronic Tax FilingPrior Year Tax ReturnsTax AdvisorsSales Tax ReturnsBank ReconciliationsTrustsRetirement PlanningTax PlanningE-File Status CheckingTax Return PreparationFinancial Consultants
        Stock InvestmentsInsurance PlanningBrokerage ServicesState Tax ReturnsFederal Tax ReturnsBusiness PlanningInvestment ResearchFinancial Education WorkshopsEstate & Probate SettlementsInheritance PlanningFamily Financial PlanningAsset ManagementPublic AccountingPick - up Service for Senior Center ResidentsCharitable TrustsSEP Individual Retirement AccountsAnnuitiesMoney Market AccountsInvestmentsMutual FundsCertificates of DepositLoad Funds
      Payment Options
      Brands
      Irs E-file, Quickbooks, Turbotax
      Accreditation

      Better Business Bureau

      AKA

      Balance Accounting & Financial Services LLC

      Other Link

      http://www.balanceaccounting1.com

      Other Information

      Certifications: Better Business Bureau

      Data provided by one or more of the following: Thryv, Data Axle, Yext.