Mark J. Burger, CPA, M.S.T.
Expert Tax, Business, and Wealth Advisory Services — Practicing Since 1987
Mark J. Burger, CPA, M.S.T., advises business owners and individuals on the decisions that carry real financial consequence. The practice dates to 1987 and combines big-firm technical depth with the attention of a single accountable advisor. Experience runs deep in healthcare practices and multi-state businesses.
Strategic Tax & Business Advisory Solutions
My approach combines deep technical expertise from working with Ernst & Young and leading regional firms with a focus on understanding your unique situation. Through attentive listening and strategic planning, I help you:
- Navigate complex business and personal financial decisions
- Minimize tax obligations through strategic planning
- Plan effectively for business transitions and growth
- Access expert guidance across all stages of your business lifecycle
- Make informed choices based on timely, accurate information
Comprehensive CPA Professional Services
I serve diverse clients across multiple industries, providing expert guidance in:
- Business advisory services
- Tax planning and compliance
- Wealth management advisory — offered through Balanced Wealth Strategies, LLC, a registered investment advisor
- Investment advisory services are offered through Balanced Wealth Strategies, LLC. Mark J. Burger, CPA and Balanced Wealth Strategies, LLC are separate entities. Tax and accounting services are provided by Mark J. Burger, CPA.
- Estate planning
- Strategic business growth
- Business transactions and reorganizations
- Accounting support
Distinguished CPA Professional Background
- In continuous public practice since 1987
- Master of Science in Taxation from Florida International University
- Bachelor of Arts in Accounting from University of South Florida
- Licensed CPA in New Hampshire and Florida
- Former Director at leading Florida regional accounting firm
- Previous Tax Manager at Ernst & Young
- Active member of AICPA and state CPA societies
CPA Client-Focused Approach
What sets my practice apart is the time invested in understanding your specific challenges and goals. By building lasting relationships based on trust and expertise, I deliver:
- Customized business and personal financial strategies
- Coordination with wealth management strategy
- Strategic tax planning and compliance
- Long-term business growth guidance
- Asset protection and wealth transfer planning
Professional Leadership & Community Involvement
- American Institute of Certified Public Accountants
- New Hampshire Society of CPAs
- Florida Institute of CPAs
- Northern Palm Beach County Chamber of Commerce
- Professional Advisory Committee of the Jewish Federation of Palm Beach County
- Palm Beach County Internal Audit Advisory Committee (County Commissioner Appointee)
- Economic Council of Palm Beach County
- Rivendell Interstate School District Elected Auditor
Working Together
Contact Mark J. Burger, CPA to discuss your business and personal financial objectives. I look forward to working together.