Mark J. Burger, CPA, M.S.T.
Expert Tax, Business, and Wealth Advisory Services — Practicing Since 1987
Mark J. Burger, CPA, M.S.T. has practiced since 1987 as a business owner, entrepreneur, and certified public accountant. I deliver personalized financial solutions that go beyond the numbers, and my commitment to individualized service and strategic insight helps clients achieve sustainable growth and long-term financial success. The practice is focused on Wealth Management, Business Services, and Tax Services.
Wealth Management
Securing your financial future requires expert planning and protection. I 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
Investment advisory services are offered through Balanced Wealth Strategies, LLC, a registered investment advisor. Mark J. Burger, CPA and Balanced Wealth Strategies, LLC are separate entities. Tax and accounting services are provided by Mark J. Burger, CPA.
Business Services
Supporting small to medium-sized businesses through every stage of growth, I provide strategic guidance and practical solutions. Services include:
- Business accounting and bookkeeping
- Financial statement preparation
- Cash flow management
- Business expansion consulting
- Distressed business turnaround
- Strategic planning and analysis
Tax Services
Federal and state tax services support both individuals and businesses. My tax planning work focuses on:
- Personal and business tax preparation
- Tax planning and optimization
- IRS representation
- State tax compliance
- Strategic tax minimization
- Tax credit identification
Contact Form