Balance Accounting & Financial Services

Balance Accounting & Financial Services We are a full service financial firm. We prepare personal and business tax returns, bookkeeping and business start-ups.

A may make sense, but you need to set proper expectations.
11/30/2020

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
11/27/2020

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The market is as unpredictable as the weather. We’re here to help you prepare.
11/25/2020

The market is as unpredictable as the weather. We’re here to help you prepare.

The market is as unpredictable as the weather. We’d love to help you prepare.

U.S. Service Members should consider taking advantage of programs that are available.
11/23/2020

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Increase and motivate your with these five simple and inexpensive ideas.
11/20/2020

Increase and motivate your with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
11/18/2020

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Building a personal may be the highest order of altruism. It can begin with four simple steps.
11/16/2020

Building a personal may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

You won’t believe what these taxpayers tried to get away with.
11/13/2020

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Concerned about identity theft? Some things to leave at home.
11/11/2020

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

15-year vs. 30-year: know your refinancing options.
11/09/2020

15-year vs. 30-year: know your refinancing options.

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
11/06/2020

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

You face sequence of returns risk. Know what it is?
11/04/2020

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Address

18 Church Street
Newton, NJ
07860

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(973) 940-2946

Website

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