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REVIEW SUMMARY

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6 Reviews
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carmelatorres234

05/20/16

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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 Planning
  • Tax Resources
  • Tax Problem Resolution
  • Equity Investments
  • Financial Management
  • Estate Tax Returns
  • Investment Planning
  • Financial Planning
  • Investment Services
  • Asset & Portfolio Management
  • Tax Consulting
  • Amended Tax Returns
  • Electronic Tax Filing
  • Prior Year Tax Returns
  • Tax Advisors
  • Sales Tax Returns
  • Bank Reconciliations
  • Trusts
  • Retirement Planning
  • Tax Planning
  • E-File Status Checking
  • Tax Return Preparation
  • Financial Consultants
  • Stock Investments
  • Insurance Planning
  • Brokerage Services
  • State Tax Returns
  • Federal Tax Returns
  • Business Planning
  • Investment Research
  • Financial Education Workshops
  • Estate & Probate Settlements
  • Inheritance Planning
  • Family Financial Planning
  • Asset Management
  • Public Accounting
  • Pick - up Service for Senior Center Residents
  • Charitable Trusts
  • SEP Individual Retirement Accounts
  • Annuities
  • Money Market Accounts
  • Investments
  • Mutual Funds
  • Certificates of Deposit
  • Load Funds
Payment Options
Brands
Irs E-file, Quickbooks, Turbotax
Accreditation

Better Business Bureau

Associations
Chamber of Commerce,FINRA/SIPC
AKA

Balance Accounting & Financial Services LLC

Other Information

Certifications: Better Business Bureau

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