Balance Sheet

Who We Are

The Balance Sheet, Inc. stands by its commitment to empower small to mid-sized businesses in West Palm Beach through personalized accounting, bookkeeping, and tax services. Founded on the principles of accuracy, efficiency, and personalized client relationships, we strive to guide our clients towards financial clarity and success.

Our Founder: Maxine Taylor

Maxine Taylor, the founder and owner of The Balance Sheet, Inc., brings over two decades of dedicated experience to the field of accounting and bookkeeping. Her innate talent for organization and financial understanding fueled her pursuit of professional development, leading to her enrollment as an Enrolled Agent with the IRS. With unwavering integrity and a genuine passion for financial wellness, Maxine has become an invaluable partner to countless entrepreneurs in achieving sustainable growth and financial security.

Our Services

We offer a comprehensive range of Accounting, Bookkeeping, and Tax services to cater to the diverse needs of our clients.

Accounting

• Accurate tracking of income and expenses
• Financial statement preparation
• Consulting on accounting systems and procedures
• Support with mergers & acquisitions

Bookkeeping

• Precise management of financial records
• Automated data entry and reconciliation
• Timely billing and payment processing
• Specialized expense tracking

Tax Services

• Federal and state tax preparation and filing
• Tax planning and optimization strategies
• Representation before the IRS
• Guidance on tax credits and deductions

Our Commitment

At The Balance Sheet, Inc., we understand that every business is unique. We take the time to understand your individual needs and provide tailored solutions designed to meet your specific goals. We prioritize open communication, accessibility, and transparency to ensure a collaborative and stress-free experience.

Our Clients Speak

"Maxine is an absolute rockstar! She has been an amazing accountancy for our business. Her knowledge is unparalleled, and she consistently goes above and beyond to ensure our financial health." - Maxine's Client

Contact Us Today

Ready to take control of your business finances? Contact The Balance Sheet, Inc. today for a complimentary consultation and explore a world where financial clarity and success await.