Stein Balof

Stein & Balof is Western Pennsylvania's leader in financial planning and tax preparation. We are dedicated to providing personalized services to individuals, small, medium, and large businesses. Our approach is centered on quality, trust, confidentiality, and honesty with our clients. We continuously improve our services to meet the evolving needs of our clients.

Our company was founded with a simple purpose: to revolutionize the approach to financial planning. We believe that financial planning should not be overwhelming or complicated. Our team of experienced professionals is committed to providing practical guidance and creating financial strategies that cater to each client's specific goals and needs.

We understand that no two clients are the same, and we tailor our services to meet the unique requirements of each client. Whether you're an individual looking to manage your finances better or a business seeking to optimize operations and minimize costs, we have the expertise and resources to help you achieve your financial objectives.

Our Services

Stein & Balof offers a comprehensive range of services designed to meet the diverse financial needs of our clients. These services include:

• Accounting & Bookkeeping: We provide personalized accounting, payroll, and bookkeeping support to simplify your financial life and help you make informed decisions.

• Taxes: We are dedicated to our clients, representing them in audits with the IRS, FTB, and EDD. Our team of experienced tax professionals will help you navigate the complex world of tax preparation and ensure that you're taking advantage of all available deductions and credits.

• Financial Planning: We develop strategies for both businesses and individual clients. Our financial planning services are designed to help you achieve your financial goals, whether it's saving for retirement, paying off debt, or investing in your future.

Who We Serve

At Stein & Balof, we believe that everyone deserves access to quality financial planning and tax preparation services. That's why we serve a diverse range of clients, including:

• Individuals: We provide practical guidance and financial strategies to help individuals manage their finances better and achieve their financial goals.

• Small Business: We help small businesses reduce costs, grow revenue, and simplify financial processes. Our services are designed to minimize tax liabilities and optimize operations.

• Corporations: We develop global strategies and personalized plans to help corporations achieve their financial objectives. Our team of experienced professionals will work closely with you to understand your business needs and create a tailored financial plan.

Benefits of Working with Us

By choosing Stein & Balof, you can expect several benefits, including:

• Smart Decisions: Our team of experienced professionals will provide you with the guidance and support you need to make informed financial decisions.

• High Personalization: We understand that every client is unique, and we tailor our services to meet your specific needs and goals.

• Added Value: We help you increase revenue while minimizing losses, preserving and growing your business.

• Quality: We remain committed to continuous improvement, ensuring that you receive the best quality services.

• Decision Making: We simplify your financial life with our accounting, payroll, and bookkeeping support.

• Confidentiality: Our practices are based on core values of trust and honesty with our clients.