Balanced Financial Solutions (BFS) provides services to individuals and families that maximizes what’s important. We help clients to protect investments and effectively manage finances, while implementing planning that minimize taxes over client lifetimes.


BFS supports individuals and families through the following financial services:

  • Estate Planning
  • Financial Education
  • Financial Planning
  • Long-term Tax Planning
  • Retirement Planning
  • Tax Planning and Preparation – specializing in the following transactions:
    • Business Ownership
    • Foreign assets and US citizens and residents living abroad
    • Interest in Businesses and Trusts
    • Like-Kind Exchanges
    • Publicly Traded Partnership (PTP) and Master Limited Partnership (MLP) Investments
    • Rental Properties (including acquisition, management, and disposition)
    • Self-Employed Income (Schedule C)
    • Short-Term Investment Real Estate (i.e. “fix and flips”)

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Financial Forms

BFS provides clients with comprehensive worksheets to better track their expenditures throughout the tax year. Below are worksheets clients can download and use to their benefit and provide to us during tax season.