Business Details
38 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Founded in 1988, our firm brings over three decades of expertise in accounting, bookkeeping, and tax services. Our team of certified professionals, including Enrolled Agents and Certified Acceptance Agents, specializes in delivering tailored financial solutions for small to mid-sized businesses. We prioritize accuracy, compliance, and proactive client support, ensuring businesses maintain financial clarity and optimize tax benefits.With a reputation built on integrity and reliability, we handle complex IRS matters, Social Security optimization, and ITIN processing, empowering clients to focus on growth while we manage their financial foundation.
Services
Bookkeeping
Accounting
Tax Services
RSSA Services
CAA Services
Details
- Year established: 1988
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team consists of certified professionals including Enrolled Agents and Certified Acceptance Agents.
- We provide personalized tax strategies to maximize savings.
- We handle IRS and Social Security issues efficiently.
- We prioritize client satisfaction with timely and accurate service.
Associations and certifications
- IRS
What people say
Trusted business relationship
Saved thousands of dollars
Professional and knowledgeable
Timely and accurate service
Highly recommend
Services
Bookkeeping
Bookkeeping forms the foundation of financial health by accurately tracking expenses, assets, and revenue. Our tailored services ensure businesses maintain organized records, enabling informed decision-making. Clients gain confidence in financial transparency while saving time and costs through expert management of payroll, accounts payable, and financial statements.
Accounting
Our accounting services transform raw financial data into actionable insights. We prepare detailed financial statements, audit documentation, and strategic reports to guide business growth. With expertise in tax legislation and proactive communication, we ensure compliance while helping clients understand their financial position and optimize performance.
Tax Services
We provide comprehensive tax advisory services, including preparation, strategic planning, and IRS representation. Our approach identifies deductions, minimizes liabilities, and ensures compliance with evolving tax laws. Clients benefit from personalized strategies to resolve audits, back taxes, and complex filings while focusing on long-term financial goals.
RSSA Services
Our Registered Social Security Analysts help clients maximize retirement benefits through personalized strategies. By analyzing claiming timelines and integrating Social Security with retirement assets, we ensure financial longevity. Services include benefit analysis, document preparation, and collaboration with financial advisors to create sustainable income plans.
CAA Services
Certified Acceptance Agent services streamline ITIN applications for non-residents and foreign nationals. We handle document certification, form W-7 preparation, and IRS submissions, ensuring compliance and accuracy. Clients avoid bureaucratic hurdles while securing ITINs for tax filing, maintaining original document security and minimizing processing delays.
People
Maxine Taylor
Owner
Maxine Taylor discovered her talent over 26 years ago and became an Enrolled Agent with the IRS. She specializes in accounting, tax, and Social Security optimization, supporting small to mid-size businesses with integrity and expertise.
Angelica Arroyo
Administrative Assistant
Angelica Arroyo transitioned from customer service to bookkeeping after discovering a passion for numbers. She greets clients at The Balance Sheet, Inc., offering administrative support and fostering connections with a friendly, dedicated approach.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, audit support, and strategic financial reporting tailored to small businesses' needs.
How can a CAA assist with ITIN applications?
Our Certified Acceptance Agents handle document certification, form W-7 preparation, and IRS submissions to simplify ITIN acquisition for non-residents.
Do you help with IRS tax disputes or audits?
Yes, our Enrolled Agents represent clients before the IRS, resolving audits, back taxes, and compliance issues with expert guidance.
What tax planning services are available for retirees?
We optimize Social Security benefits and integrate retirement income strategies to maximize financial longevity for retirees.
How do you handle business tax filings for new entrepreneurs?
We assist with entity selection, estimated tax planning, and accurate filings for sole proprietorships, partnerships, and corporations.
