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Today: 9:00 am - 5:00 pm
Tomorrow: 9:00 am - 5:00 pm
53 Years
in Business
5 Years with
Yellow Pages
More Info
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.
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- 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.
- Brands
- Irs E-file, Quickbooks, Turbotax
- Payment method
- check, cash, mastercard, amex, discover, visa
- Accreditation
Better Business Bureau
- AKA
Balance Accounting & Financial Services LLC
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Certifications: Better Business Bureau
Reviews
At Balance Accounting, he was quick and efficient with my accounting needs. I would recommend him to my family and friends.
05/20/2016
Provided by SuperpagesMel and his staff always provide clear and informative advice regarding my taxes.
04/19/2016
Provided by SuperpagesI 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.
I have nothing but good things to say about Mel and his staff at Balance Accounting. They are all great to work with.
02/22/2016
Provided by SuperpagesThe 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 did such a great job with my finances. We continue to turn to Mel regarding taxes because of his excellent service.
11/13/2015
Provided by SuperpagesBalance Accounting & Financial Services does an excellent job with my taxes.
Whenever I have work done by Balance Accounting & Financial Services, it was completed right on time. Everything was great!
07/20/2015
Provided by SuperpagesMy entire family goes to Balance Accounting & Financial Services. I would recommend them to anyone!
The staff at Balance Accounting & Financial Services are very qualified and client oriented.
05/27/2015
Provided by SuperpagesThe staff at Balance Accounting & Financial Services truly care about their clients and taking care of their finances.
Balance Accounting & Financial Services is really great. They always allow us to maximize our return.
Details
Phone: (973) 756-1023
Address: 18 Church Street, Suite 110, Newton, NJ 07860
Website: http://www.balanceaccounting1.com