Mark J. Burger, CPA, M.S.T.
Expert Tax, Business, and Wealth Advisory Services Built on 35+ Years of Experience
With almost four decades of diverse industry experience as a business owner, entrepreneur, and certified public accountant, we deliver personalized financial solutions that go beyond the numbers. Our commitment to individualized service and strategic insight helps clients achieve sustainable growth and long-term financial success. Our firm is focused on Wealth Management, Business Services, and Tax Services.
Wealth Management
Securing your financial future requires expert planning and protection. We help clients build and preserve wealth through:
- Estate planning and asset protection
- Retirement strategy development
- Investment portfolio analysis
- Financial goal planning
- Risk management
- Succession planning
Learn more about our affiliated Registered Investment Advisory services at www.BalancedWealthStrategies.com
Business Services
Supporting small to medium-sized businesses through every stage of growth, we provide strategic guidance and practical solutions. Our services include:
- Business accounting and bookkeeping
- Financial statement preparation
- Cash flow management
- Business expansion consulting
- Distressed business turnaround
- Strategic planning and analysis
Tax Services
Our comprehensive federal and state taxation services support both individuals and businesses. Our expert tax strategists focus on:
- Personal and business tax preparation
- Tax planning and optimization
- IRS representation
- State tax compliance
- Strategic tax minimization
- Tax credit identification