Tableaux Wealth

The Balance Sheet Inc. is a premier independent tax return preparation service and investment center located in East Chatham, New York. Committed to understanding and advocating for their clients' financial goals, the firm employs a comprehensive planning approach combined with advanced technology to ensure optimal results. With years of experience collaborating with clients, The Balance Sheet Inc. emphasizes the importance of organized, accessible financial information and continuous monitoring. They offer a variety of resources and tools to assist individuals in improving their tax situation, growing retirement savings, and securing their family's financial future. Generated from the website

Since 2008, Francis G. Sobieski, CPA, has been assisting family-owned businesses and farms, and their owners, in achieving financial success. Everybodys definition of financial success is different. We help you determine your definition and then help you get there. Our expertise in tax, accounting, technology, and customer service enables us to do this effectively and efficiently. Call us today for more information!

John G. Ullman & Associates, Inc. has been providing comprehensive wealth management services to residents of Rhinebeck, NY for nearly 20 years. Financial planning is only the start of our services. We build trust through close, confidential relationships, which are always formed with the highest regard for our ethics and values.