Business Details
38 Years
experience
Comprehensive Accounting & Tax Services
Founded in 1988, The Balance Sheet has established itself as a trusted partner for entrepreneurs seeking comprehensive financial solutions. Our team, led by Maxine Tayloran Enrolled Agent with over 30 years of experiencespecializes in bookkeeping, accounting, tax advisory, and Social Security optimization. We combine deep industry expertise with personalized service, prioritizing accuracy, integrity, and proactive communication. Our clients benefit from tailored strategies that enhance financial clarity, maximize tax savings, and support long-term business growth.With certifications including Certified Acceptance Agent (CAA) and Registered Social Security Analyst (RSSA), we deliver authoritative guidance across diverse financial needs. Our commitment to continuous education ensures we remain at the forefront of evolving tax regulations and accounting practices. By fostering long-term relationships, we empower clients to make informed decisions, resolve complex challenges, and achieve their financial objectives with confidence.
Services
Bookkeeping
Accounting
Tax Services
Social Security Optimization
ITIN Processing
Details
- Year established: 1988
Highlights and features
- We offer over 30 years of specialized accounting and tax expertise.
- Our team holds federal certifications for tax representation and ITIN processing.
- We provide proactive, personalized financial strategies tailored to your business needs.
- Our accuracy and integrity are backed by long-term client relationships.
- We simplify complex financial processes, saving you time and reducing stress.
Associations and certifications
- Enrolled Agent (EA)
- Certified Acceptance Agent (CAA)
- Registered Social Security Analyst (RSSA)
What people say
Trusted to do the right thing
Saved thousands in taxes
Timely and accurate
Proactive support
Long-term partnership
Services
Bookkeeping
Our bookkeeping services ensure precise tracking of expenses, assets, and revenue. We streamline financial data management, enabling businesses to maintain accountability and make informed decisions. By handling day-to-day financial records, we free clients to focus on growth while ensuring compliance and transparency.
Accounting
We transform raw financial data into actionable insights through comprehensive accounting services. Our team prepares accurate financial statements, audits, and strategic analyses to help businesses assess performance, plan for growth, and maintain compliance with evolving regulations.
Tax Services
Our tax services include preparation, strategic planning, and IRS representation. We identify deductions, optimize tax benefits, and resolve disputes, ensuring compliance while minimizing liabilities. Clients benefit from personalized strategies tailored to their unique financial situations.
Social Security Optimization
We specialize in maximizing Social Security benefits through personalized strategies. Our RSSA-certified experts analyze claiming options, coordinate with retirement assets, and create plans to ensure long-term financial stability for clients nearing or entering retirement.
ITIN Processing
Our CAA-certified team simplifies ITIN applications for non-residents and foreign nationals. We handle document certification, form preparation, and IRS submissions, ensuring compliance while eliminating the need to mail original documents.
People
Maxine Taylor
Owner & Enrolled Agent
Maxine Taylor, founder of The Balance Sheet, has over 30 years of experience in accounting and tax services. Certified as an Enrolled Agent, CAA, and RSSA, she specializes in strategic tax planning, ITIN processing, and Social Security optimization.
Angelica Arroyo
Administrative Assistant
Angelica Arroyo manages front-desk operations and client communications at The Balance Sheet. With a background in customer service and bookkeeping, she ensures seamless administrative support and client engagement.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statement preparation, audit support, and strategic financial reporting tailored to your business needs.
How can tax advisory services benefit my business?
Our tax advisory services identify savings opportunities, ensure compliance, and resolve IRS disputes, minimizing liabilities while supporting long-term financial health.
Do you handle ITIN applications for non-residents?
Yes, our CAA-certified team processes ITIN applications, including document certification and IRS submissions, ensuring compliance and accuracy.
Can you assist with Social Security benefit planning?
Yes, our RSSA-certified experts create strategies to maximize Social Security benefits and integrate them with retirement income plans.
What sets The Balance Sheet apart from other firms?
Our personalized approach, federal certifications, and decades of experience ensure tailored solutions that prioritize client success and financial clarity.
How do you handle IRS audits or disputes?
As Enrolled Agents, we represent clients before the IRS, resolving audits, collections, and compliance issues with expert guidance and advocacy.
