As leaders in financial planning and tax preparation, Stein and Balof creates financial strategies for individuals, small, medium and large businesses. Additionally, Stein and Balof provide accounting, payroll, and bookkeeping support. The company was started with one purpose: to change the approach to financial planning, become the best in the industry. We alos provide to the community through our philanthropic endevors free services to our senior citizens.

Stein and Balof exceeds expectaions by personalizing each client's experience, and continuously working to improve each program that is offered.  We pride ourselves on dedication to our core values and standards: quality, trust, confidentiality and honesty with our clients.

The strategies of Stein and Balbof are designed to not only reduce costs while increasing operational efficiency but also to preserve and grow your wealth.

Through investments in technology, staff education, and highly selective recruiting, we evolve as our clients evolve, customizing our services to meet the client’s goals and needs. No two clients are set up with the same program or system requirements.