Love The Balance Sheet

The Balance Sheet has been handling my taxes for over 20 years and they always are friendly and professional. They help take the stress out of filing taxes every year.  I appreciate their ability to work with us on our tax needs and provide advice for the best way to maximize our tax benefits.

Robin Cascio

Best Service

My name is Scott Maulsby and I am the CEO of DedicatedIT I wanted to take this opportunity to thank Maxine Taylor and all the folks over at the balance sheet. They do a fantastic job managing all aspects of our accounting systems. We appreciate this because it gives us time to focus on all the things that we are good at instead. With firsthand knowledge of their skills and integrity, I can recommend the balance sheet highly to each of you. You’ll be making a great decision if you hire them.

Maulsby, Scott

The Best

Maxine Taylor and The Balance Sheet are just the BEST in our opinion! Maxine is extremely trustworthy and has the highest standard of ethics in both her business as well as in her personal life. She is dependable and truly cares about her clients. She has a special ability to ask just the right questions to make sure that she is able to get every deduction you qualify for. She is easy to communicate with and a joy to work with.

Thank you, Maxine!!

Kay and Skeet Hicks


I would highly recommend Maxine at The Balance Sheet. We started our business in 2001 and she has been doing our taxes and giving us advice for over (12) years. Whether calling or emailing with questions or concerns, I always receive a prompt reply. Maxine runs her business professionally, while also remaining a warm and caring person. I would definitely recommend. The Balance Sheet for bookkeeping and tax preparation services.

Faith, Jupiter, FL

Best Services

I have been using The Balance Sheet for my business and personal bookkeeping needs since 2007. They have always done a great job and are very reliable. I highly recommend them.

Debbie Carrier

Best Experience

We have been extremely pleased with the service and expertise of the Balance Sheet Accounting Services. Maxine and her staff are very professional as well as knowledgeable. We are a unique non-profit organization with a vast variety of incomes. Maxine has provided us years of guidance and recommendations for our organization and has successfully resolved several situations with the IRS. I have also been so pleased that I have also had them do my personal taxes for the last several years, where she has provided recommendations in this area as well. I would strongly recommend the Balance Sheet for profit as well as non-profit organizations and for personal tax preparation.

Thank you for the opportunity to share my experience!!!

Lori Barr

Absolutely THE Best!

I have gone through several tax accountants. To each one, I said the same thing, “I don’t understand why my taxes each year seem so high compared to other business owners I speak to. Could you please look and see if there is anything wrong?” Maxine and The Balance Sheet was the FIRST to look and see that there was something wrong. She SAVED MY TIME by calling the IRS for me to discover my Tax ID was set up incorrectly. What a lifesaver!! Sadly, I cannot go back and change past years, but she has saved me thousands of dollars of overpaying taxes. LITERALLY. I recommend her to EVERYONE! My business is running better with her accounting services.

Elizabeth Varian, Webmaster For Hire

Absolutely Best

“There are a number of reasons that Maxine and the team at The Balance Sheet are a valued business relationship. They are honorable, they can be trusted to do the right thing, timely, & working with them is easy. But what stands out is this, whether the mistake is made by me, the IRS, or other taxing agency, Maxine takes ownership of the challenge and resolves it quickly. I know that at The Balance Sheet they have my back.”

Dennis Mondul