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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
- Taxes-Consultants & Representatives, Accounting Services, Financial Planning Consultants, Financial Services, Tax Return Preparation
- 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
- 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
At Balance Accounting, he was quick and efficient with my accounting needs. I would recommend him to my family and friends.
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.
I have nothing but good things to say about Mel and his staff at Balance Accounting. They are all great to work with.
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 did such a great job with my finances. We continue to turn to Mel regarding taxes because of his excellent service.
Balance 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!
07/20/15
My 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.
05/27/15
The 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.
