Balance Accounting & Financial Services

Balance Accounting & Financial Services

4 employees
47 years in business

About this pro

Preparing the proper and best return possible we want to know our clients and make sure that they know we are here for them.  There is no problem too big or too small  All of my clients are always important and deserve our undevided attention.

My whole life has been about helping people.  This is one of the many ways that I can help and maximize the returns I prepare.  I will do your return(s) with the same attention as when I prepare my own return.

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Newton, NJ 07860
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What is your typical process for working with a new customer?

It starts with a conversation.  We, as well as you, have to know that we are the right fit for each other.  The ability to communicate with each other is probably the most important reason that our business relationship can grow.

Do you have a standard pricing system for your services? If so, please share the details here.


How did you get started in this business?

I knew from high school when I took a bookkeeping class that accounting was a field that I could excel at.

What types of customers have you worked with?

We have a very good mix of clients.  Personal, business, estates and trusts.  We are also able to provide our clients with many if their insurance needs.

What advice would you give a customer looking to hire a pro in your area of expertise?

Look at the reviews and testimonials as well as the star ratings on the internet.

Services offered

Tax Accountants Accountants Bookkeepers Business Tax Preparation Financial Advisors Individual Tax Preparation Tax Preparation Services