Organize - Analyze - Plan

Welcome to the website of The Balance Sheet Inc., Columbia County, New York’s premier, independent, tax return preparation service and investment center. Whether you want to improve your tax situation by having your return prepared, begin to grow retirement savings, protect your family you will find ideas and information that will help you. Please enjoy your visit.

As you view pages, you will find a wealth of information that will help answer questions and begin the process of moving to a more secure financial position. Please contact me with your questions, concerns and for follow-ups or to schedule a convenient appointment.

As your financial advocate, your success is our success.