Tax Preparation

We specialize in assisting customers' preparation to receive their maximum tax refund. Federal and state income tax returns are submitted electronically for the most efficient service. Previous year’s income tax returns can also be prepared and filed to apply for past refunds.

Also, we amend previously filed tax returns to correct errors and omissions. If you need more time to gather documents, Max Tax can also file an extension on your behalf.

 

Client Intake Process

The following documents are required for new tax clients:

• Photo ID
• Social security cards for yourself and all dependents
• W-2s for each job held in the previous year 
• Health insurance for 1095 A/B/C (if applicable)
• Form 1098 (mortgage statement, if applicable)
• Form 1098-T from a college or university (if applicable)
• Childcare expenses (if applicable)
• Bank account information (for direct deposit)

 

Note – Existing clients only need to provide new information if the existing information on file has changed or expired.