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Call today for all your accounting needs.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 973-756-1023
- Address:
- 18 Church Street, Suite 110 Newton, NJ 07860
- Email:
- Link:
- Categories
- Accounting Services, Financial Planning Consultants, Financial Services, Tax Return Preparation, Taxes-Consultants & Representatives
- Services / Products
- Retirement Planning, Brokerage Services, Insurance Planning, Tax Planning, Asset & Portfolio Management, Prior Year Tax Returns, Electronic Tax Filing, Investment Research, Business Planning, Estate Planning, Estate Tax Returns, Tax Resources, Financial Management, Sales Tax Returns, State Tax Returns, Tax Consulting, Inheritance Planning, Investment Planning, E-File Status Checking, Equity Investments, Amended Tax Returns, Tax Advisors, Public Accounting, Tax Problem Resolution, Financial Education Workshops, Trusts, Financial Consultants, Pick - up Service for Senior Center Residents, Charitable Trusts, Family Financial Planning, Stock Investments, Financial Planning, Asset Management, Tax Return Preparation, Federal Tax Returns, Investment Services, Estate & Probate Settlements, Bank Reconciliations, Load Funds, Mutual Funds, Investments, SEP Individual Retirement Accounts, Certificates of Deposit, Money Market Accounts, Annuities
- Payment Options
- Brands
- Irs E-file, Quickbooks, Turbotax
- Accreditation
Better Business Bureau
- AKA
Balance Accounting & Financial Services LLC
- Other Information
Certifications: Better Business Bureau
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.
Contact Info
Reviews
Mel and his staff always provide clear and informative advice regarding my taxes.
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.
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.
Balance Accounting & Financial Services does an excellent job with my taxes.
07/20/15
My entire family goes to Balance Accounting & Financial Services. I would recommend them to anyone!
05/27/15
The staff at Balance Accounting & Financial Services truly care about their clients and taking care of their finances.
