Meet the Local Tax Guy
(And the Crew Who Has Your Back)
Corey Boerner founded Balanced Financial Services because he got tired of watching small business owners get steamrolled by overpriced firms and underwhelming advice. With 20+ years in tax and accounting, he combines deep knowledge with a gift for making finances make sense.
Today, Balanced is a growing team of financial pros who care about your business as much as you do. We’re straight shooters, spreadsheet wizards, and problem-solvers with personality.
We believe in:
Keeping it local
Explaining the why, not just the what
Helping you grow, not just survive
Meet the Team
Giving Back to Our Community
At BFS, we believe strong communities build strong businesses… and we put that belief into action.
Corey serves as Board Treasurer for Unstoppable Joy, a nonprofit providing free wellness services to individuals battling cancer. From financial oversight to hands-on involvement, we’re proud to support their mission of healing and hope.
We’re also active members of the Salisbury Area Chamber, working to strengthen the local business landscape, mentor other entrepreneurs, and advocate for the small business community across Delmarva.
Whether it’s through nonprofit service or local partnerships, we’re committed to making a difference, both on and off the spreadsheet.