Services

Tax Max is your source for practical and proven financial solutions customized to fit your unique personal and business needs. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

INCOME TAX PREPARATION

  • Fully trained professionals that can prepare your federal and state income tax returns for individuals and businesses
  • Tools and resources to maximize your return efficiently and in a timely manner
  • Free electronic filing
  • Several options and products for quicker disbursements
  • Preparation of all 50 states
  • Year around service and support
  • Correspondence Assistance – to help you handle all IRS and state audits, letters and inquiries

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ACCOUNTING/BOOKKEEPING

Saving your company time and money is critical in today’s competitive business market. Not all businesses need or can afford a full-time bookkeeper. We are available for all your accounting needs. We’ll work from your location or our own. Our services include:

  • Maintaining the General Ledger and Trial Balance
  • Preparing financial statements – Profit & Loss, Balance Sheet and Cash Flow
  • Sales and Purchases processing
  • Posting accounts receivable and accounts payable

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PAYROLL SERVICES

  • Payroll preparation on your schedule (weekly; bi-weekly; monthly; bi-monthly)
  • Multiple payroll data input methods including online, e-mail, phone or fax
  • Preparation of quarterly payroll tax returns and documents. We assure compliance with the latest payroll tax regulatory changes.
  • Direct deposit of payroll funds into employee accounts
  • New Hire reporting and forms
  • General ledger interface with most accounting systems
  • Laser printed checks (custom checks with company logo available)

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BUSINESS ENHANCEMENT CONSULTING

Helping existing businesses increase profitability and long-term growth. We guide our clients to greater prosperity by becoming part of the team.

  • Assisting them in the decision making process
  • Branding
  • Product placement
  • We help identify the core issues in your company
  • We develop the appropriate strategies and systems needed for effective implementation
  • Business plan development

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BUSINESS ENTITY SELECTION

Selecting the appropriate business entity type is a crucial decision that can have longstanding tax implications, positive or negative.

  • We can assist you with choosing the right form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company).
  • We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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AUDIT PREPARATION

Preparing for an audit and responding to the auditor’s needs during the process can be stressful for any individual or business.

  • We help clients prepare year end reconciliations and schedules
  • Review internal controls
  • Assist with responding to auditor’s inquiries and responding to technical issues on your behalf

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PRIVATE / NOT-FOR-PROFIT SERVICES

For our private, not-for profit and religious organizations, we provide the following services:

  • Assistance with completing the 501c3 application for tax exempt status
  • Annual filing tax exempt status – Form 990

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INSURANCE PRODUCTS

Whether you’re looking for the affordability of term insurance, the lifelong protection and cash value of permanent insurance, or a combination of both, we have options to fit your needs and budget.

  • Whole Life Products
  • Term Life Products
  • Universal Life Products
  • Medicare Supplement Insurance
  • Disability Insurance
  • Business Overhead Insurance
  • Long Term care Insurance

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CREDIT REPAIR

Experts that evaluate your credit history and work with your creditors and credit bureaus to repair items that hurt your credit score:

  • Credit Counseling
  • Credit Restoration
  • Removing inaccurate items
  • Business Credit

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INVESTMENT SERVICES

Whether your financial goal is a short-term payoff or the accumulation of wealth over time, investing today in may help you reach your goals tomorrow. We offer several products to help you attain your financial goals:

  • Annuities
  • 401K Rollovers
  • Retirement Planning
  • Pension Planning
  • Estate Planning

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Call today to schedule an appointment!