About Us

Mark J. Burger, CPA, M.S.T. — Independent Business and Tax Advisor

With 37 years of experience advising business owners and high-net-worth individuals, we have learned that long-term financial success requires more than accurate numbers. It requires a trusted advisor who understands the full arc of a business — from formation through growth, acquisition, succession, and transfer.

The decisions you face as a business owner carry real consequences. We bring the technical depth of a credentialed CPA and Master of Science in Taxation alongside the practical judgment of someone who has guided clients through every stage of a business's life cycle — complex planning, financing, due diligence, post-acquisition integration, disposition, and family transfers.

Our work spans two specialized platforms. At PEOAdvisor.com, we provide independent, employer-side guidance for businesses evaluating or managing a Professional Employer Organization relationship — without the conflicts that come from vendor-side representation. At BalancedWealthStrategies.com, we align business decisions with personal wealth planning, ensuring that what you build inside the business translates into lasting financial security outside of it.

When transactions are structured with precision and foresight, tax obligations are minimized and business value is preserved. Clients retain us not for compliance alone, but for the independent perspective that experienced advisory judgment provides.

A CPA who will tell you what you need to hear rather than what is easy to say, we are here to help.